How to integrate freee Sign with Microsoft Excel to reflect contract completion in freee Sign into Microsoft Excel

Are you struggling with improving work efficiency while managing forms with freee Sign and data with Microsoft Excel? For example, you might be facing the hassle of manually entering data into Microsoft Excel after contract completion or dealing with missed updates.

With Yoom, data is automatically reflected in Microsoft Excel as soon as the contract is completed, solving these issues. This article introduces a simple integration method that requires no programming.

Benefits of Integrating freee Sign with Microsoft Excel

Benefit 1: Improved Accuracy and Efficiency through Centralized Contract Data Management

By integrating freee Sign with Microsoft Excel, data is automatically reflected in Excel upon contract completion, eliminating the need for manual input. This reduces errors from manual work and enables centralized data management. By eliminating the need for manual checks, such as verifying contracts and transcribing them into Microsoft Excel, the time spent on these tasks is reduced. As a result, the accuracy of operations improves, and efficient management of contract data can be expected.

Benefit 2: Rapid Decision-Making through Shared Contract Information

Once a contract is completed with freee Sign, the contract information is automatically reflected in Microsoft Excel, allowing the entire team to share the latest data. This integration enables departments such as sales, finance, and management to access the same Microsoft Excel file and check the necessary information.

For example, the sales team can check the contract status and move to the next action, while the finance team can quickly respond to payment processing. By sharing the latest contract information among departments, rapid decision-making and improved operational speed can be expected.How to Create a Workflow for Integrating freee Sign with Microsoft Excel

Let's set up the app integration between freee Sign and Microsoft Excel using Yoom.
This workflow is about "updating Microsoft Excel information when a contract is completed with freee Sign."

Integrate Yoom with freee Sign and Microsoft Excel as My Apps
Set up an App Trigger in freee Sign
Set up a Branch to Check if the Contract is Completed
Set up Information Update in Microsoft Excel

No need to input complicated programming codes.
Click "Try it" from the banner below and let's proceed with the setup together.

Branching is a feature (operation) available with plans above the Mini Plan. In the case of the Free Plan, the operation of the flow bot you set up will result in an error, so please be careful.

Some paid plans offer a two-week free trial. During the free trial, you can use restricted apps and AI features (operations).

[What is Yoom]

Step 1: Connect freee Sign and Microsoft Excel with My Apps

First, let's connect the apps we will use this time with Yoom.
After logging into Yoom, click "My Apps" → "+ New Connection" in the left menu.

Search for freee Sign and Microsoft Excel, and proceed with the input according to the displayed content.
Once the My Apps connection is made, it will be displayed in the list along with the icon, so please check it.

If Microsoft Excel is also displayed in the same way, the My Apps connection is complete.

Next, copy the template to My Project and create a Flow Bot.
If you haven't copied it yet, please copy the Flow Bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the page you navigated to
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

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Step 2: Set Up App Trigger with freee Sign

Click on the first flow "When the document status changes".
On the first page, the account information of freee Sign, which is already linked with My Apps, is reflected.

You can change the title to something that is easy for you to understand.
After checking the account information, proceed to the next step without changing the trigger action.

Next, set up the Webhook.

Please refer to the following link to copy and set up the URL.

Set up Webhook with freee

Once the setup is complete, change the document status on freee Sign (change to contract completed status) and then click "Test".

If the output is correctly obtained, the app trigger setup is complete by clicking "Save".

Step 3: Set Up Branching

Next, click "Command Operation".

Here, you will set up what condition the document obtained on freee Sign should meet to proceed to the next flow.

<span class="mark-yellow">If the branching target output matches the branching condition, it will proceed to the flow of updating information in Microsoft Excel.</span>
In the above image, the condition is specified as the "Document Status (Output Value)" obtained in the flow "When the document status changes" becomes "Completed".

Once the setup is complete, click "Save" to finish the branching setup.

Step 4: Set Up Microsoft Excel Record Update

Finally, click "Update Record".

On the first page, specify the Microsoft Excel sheet for record update in the section below where account information is listed, similar to freee Sign.

Specify the file storage location in OneDrive or SharePoint, and select the items from the suggestions.
Once input is complete, click "Next".

On the next page, set the details for the record update.

In the specified table, set the condition to update those that match condition ①.
In the above image, the condition is that the ID field matches the document ID obtained from the output.

In "② Value of the Record After Update", select and fill in the output for the items you want to update in Microsoft Excel.

Once all inputs are complete, click "Test".
If no errors occur, click "Save" to complete the Microsoft Excel setup as well.

Turn on the trigger to activate the flow, and all settings are complete.

Flowbot template used this time
Update Microsoft Excel information when a contract is completed with freee Sign

Examples of Other Automations Using freee Sign and Microsoft Excel

There are many other examples of automation using freee Sign and Microsoft Excel on Yoom, so let me introduce them.

1. With freee Sign, you can receive notifications when the status of a document is completed through app integration. By integrating with Chatwork or Slack, which you use regularly, you can receive completion notifications, and by using it in conjunction with the flow introduced this time, you can also see that the information in Microsoft Excel is updated.

2. By integrating Microsoft Excel with SmartHR, it can be utilized for employee information management. With the synchronization of employee data between SmartHR and Microsoft Excel, you can verify accurate employee information without switching between applications, and it will also become easier to share with other teams.

Summary

By integrating freee Sign with Microsoft Excel, managing contract data becomes much easier. With Yoom, no complicated programming is required, and anyone can easily set up the integration. Not only does it save the hassle of manually transferring data after contract completion, but it also facilitates smooth information sharing. For those looking to further streamline their operations, we highly recommend registering for Yoom for free. Start with a two-week free trial to experience its convenience.