[freee Sign API] Comprehensive Guide: From Integration Methods with Various Apps to Use Cases.

What You Can Do with freee Sign API

By utilizing the freee Sign API and external application APIs, you can automatically create contracts and send them to the contracting party.
If you create the contract in advance using a template, you can import the contracting party's information from an external application, reducing manual input tasks and enabling smooth contract creation and sending.

Additionally, you can obtain the status of contracts via API and automatically update information in external applications.
Since you can automatically register based on information from external applications, registration errors decrease, and operational efficiency is expected to improve.
Similarly, you can send notifications to messaging apps triggered by specific status changes.
This makes it easier to grasp the status of the contract process and is expected to improve the efficiency of the entire workflow.

You can also issue a signature request for a contract and manage its progress via API.
For example, if a signature is not completed within the deadline, you can send an automatic reminder or integrate with external applications to automate the next step once the signature is completed.
This is expected to significantly improve the accuracy of the contract process.

Furthermore, you can obtain contract content, status, signer information, etc., via API and integrate it with external applications for centralized data management.
Centralized management makes it easier to create reports and share information based on contract progress, allowing for efficient management of contract content and utilization in reports and analysis.

In this way, using the freee Sign API can consistently streamline the contract process, reduce errors, and increase transparency in contract operations.

How to Use freee Sign API

This time, we will use the service called Yoom to utilize freee Sign without coding.

[What is Yoom]

First, please access the official Yoom website and create an account.
If you have already registered an account, please log in.
Yoom Account Issuance Page

How to Connect freee Sign with Yoom

Setting Up My App Integration

1) Once you log in to your Yoom account, register the app you will use.
Click "My Apps" and select "New Connection."

2) A list of apps that can be connected with Yoom will be displayed, and search for "freee Sign" from the search window at the top.

Once you select freee Sign, configure the settings with the account you will use.

3) Once registered, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed.

Now you can use the freee Sign API from Yoom!

Master the freee Sign API Using Yoom Templates!

Yoom offers many flowbot templates, allowing you to easily use various flowbots with just a click.
Details about flowbots are introduced in the video below.

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From here, we will introduce the templates that are actually prepared for each recommended job type and usage scene.

Examples of Automation Achievable with freee Sign API

Yoom allows integration with various services, and templates corresponding to each service are also available.
Utilize templates that can be linked with the services you usually use to automate freee Sign right away!

1. Update Information When a Contract is Renewed

By using the freee Sign API and external application APIs, you can synchronize information in external applications by updating information in freee Sign.
This eliminates the need for manual operations on external applications, preventing human errors such as incorrect entries or omissions, and is expected to improve productivity.
For example, in the sales department, when a contract is completed with freee Sign, it is possible to automatically update project information on kintone through the API.
When the contract status changes to "Completed," progress is reflected in kintone, and details of the project and the next actions are also automatically registered.
This saves the trouble of manual updates and is expected to enable timely information sharing.