How to link freee Sign with Discord and notify contract completion on freee Sign to Discord

freee Sign is a very convenient tool for conducting contracts online. Many people manually share information after completing contracts with freee Sign. By integrating freee Sign with Discord, you can automate information sharing upon contract completion and significantly improve work efficiency. This integration, achievable without coding, can be easily set up even without programming knowledge. In this article, we will explain in detail the specific benefits and setup methods of this integration.

Recommended for

Those who have implemented freee Sign and want to speed up information sharing after contract completion
Representatives of small and medium-sized enterprises who use Discord with their team and want to streamline business processes
Project managers who want to enhance transparency in contract management and share progress in real-time
Back office personnel who want to automate task allocation after contract completion and reduce manual work
Those who want to streamline business flows by reducing manual work using freee Sign and Discord

Benefits and Examples of Integrating freee Sign and Discord

Benefit 1: Improved Work Efficiency through Rapid Information Sharing

By integrating freee Sign with Discord, you can automatically send notifications the moment a contract is completed. This system eliminates the need for manual progress checks and reporting tasks, speeding up the transition to subsequent tasks. For example, when the sales team receives a contract completion notification, they can immediately start ordering products or adjusting delivery schedules. Additionally, immediate notification of contract completion allows leaders and managers to make quick decisions, streamlining project progress. This improves the overall speed of business operations and shortens the time to respond to customers.

Benefit 2: Prevention of Task Omissions and Ensured Execution

Notifications upon contract completion can trigger the assignment of the next tasks with certainty. For example, by not only sending automatic notifications to a specific channel on Discord but also combining it with the function of mentioning the relevant person in charge, task allocation becomes clear. This prevents confusion about "who does what next" and minimizes the risk of task omissions. Furthermore, by setting notifications for each step of the project, you can smoothly carry out work without missing progress updates.

Benefit 3: Enhanced Transparency in the Contract Process

In contract operations, transparency is essential for building team trust and efficient work execution. By sending notifications from freee Sign to Discord, the progress of the contract process is shared in real-time, allowing all stakeholders to understand the current situation. For example, administrators can easily check the progress of contracts through Discord notifications and make the next decisions quickly. Additionally, by smoothing the collaboration between the sales team and the back office, it prevents duplicated confirmation tasks and reporting errors, improving the overall workflow. This enhancement in transparency is expected to increase trust across the organization and improve the quality of work.

[About Yoom]

How to Create an Integration Flow between freee Sign and Discord

The integration flow this time is broadly divided into the following processes.

・Integrate freee HR and Labor with Chatwork as a My App

・Set up the launch settings for freee HR and Labor

・Set up notifications to Chatwork

・Turn on the trigger button and confirm the integration operation between freee HR and Labor and Chatwork

Here is the template we will use this time.

Step 1: Link freee Sign and Discord with My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left side.

Next, click the new connection button at the top right.

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▽ Link with freee Sign

Enter "freee Sign" in the search box and click the freee Sign icon.

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Log in

A screen like the image below will be displayed, so log in with the account you want to link this time.

Once logged in, freee Sign will be displayed on the My Apps screen.

Link with Discord

Enter "Discord" in the search box and click Discord.

Log in

"New Registration" will be displayed, but enter the information of the Discord where you want to receive notifications.

Set a management name for the account name. Example: YoomBot
Set the Bot token obtained from the Discord Developer Portal as the access token.
For detailed setup instructions, please refer to this article.

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After entering, click the "Add" button.
If Discord is displayed on the My Apps screen, it is complete.

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Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner. 2. Click "Try This Template" at the bottom of the transitioned screen. 3. If you haven't registered with Yoom yet, please register. * If you have already completed registration, the login screen will be displayed, so please log in. The Flowbot template will be copied to "My Projects" and displayed as shown above. Step 3: Setting up freee Sign triggers and Discord notifications 1. Set up the freee Sign trigger Click on My Projects. Click "When the status of the document changes" within the red frame in the image below. A screen like the one in the image below will be displayed. Check if there are any mistakes in the freee Sign account you are linking with, and click "Next." The "App Trigger Webhook Event Reception Settings" screen will be displayed. Follow the contents of the image to set up the Webhook. With this setting, when employee information is updated in freee Sign, a notification will be sent to Discord in real-time. For detailed setup instructions, please see here. Then return to the Yoom screen and click the test button in the image above. If "Test Successful" is displayed, press Save. 2. Set up Discord notifications Click within the red frame in the image below. The "Select Linked Account and Action" screen will be displayed, so check if there are any mistakes in the Discord account you are linking with this time. Once confirmed, click "Next." The Discord "API Connection Settings" screen will be displayed, so follow the display to enter the contents. Clicking on the "Message Content" section will display the "Output" screen in the image below. Select the item you want to insert from the "Output" candidates to easily enter the necessary information. After entering, click "Test," and once the test is complete, click "Save." Step 4: Turn ON the Trigger Once the creation of the Flowbot is complete, it will be displayed as shown above. The trigger is initially set to OFF, so turn it ON. Flowbot template used this time.

Other Automation Examples Using freee Sign and Discord

There are many other examples of automation using freee Sign and Discord in Yoom, so here are a few introductions.

① Update SPIRAL Information When a Contract is Completed in freee Sign

This is a flow to update SPIRAL information when a contract is completed in freee Sign.
By using this template, you can update the registered SPIRAL information once a contract is completed in freee Sign, reducing manual work and improving operational efficiency.

② Update Google Spreadsheet information once the contract is completed with freee Sign

This is the flow to update Google Spreadsheet information once the contract is completed with freee Sign.
By using this template, it is expected to save the time spent on tasks and lead to increased productivity.

③ Detect Attendance Omissions from the Previous Day with freee HR and Notify on Discord

This flow detects attendance omissions from the previous day using freee HR and notifies on Discord.
By using this template, you can benefit from detecting attendance omissions from the previous day. Notifications are automatically sent to each member, facilitating smooth information sharing and improving overall work efficiency. It also saves the effort of manually notifying, leading to a reduction in work time.

Summary

The integration of freee Sign and Discord is a powerful means to automate information sharing upon contract completion, significantly improving operational efficiency. It can be easily set up without any coding, making it accessible even to those without programming knowledge. Take advantage of benefits such as rapid information sharing, prevention of task omissions, and enhanced transparency in the contract process to streamline your workflow. This can lead to improved productivity for the entire team.

Even a small step towards automation might lead to an improved working environment. Why not take this opportunity to integrate your apps?