How to integrate freee Sign with Google Sheets and update the information in Google Sheets when a contract is completed in freee Sign.

If you are manually managing information after contract completion, wouldn't it be convenient to automate it? Especially when there are many contracting companies, manual data entry and updating can consume a lot of time. In this article, we will introduce a method to automatically update information upon contract completion by integrating freee Sign with Google Sheets. This automation is expected to improve operational efficiency and data accuracy. *Note: Branching is a feature (operation) available in some paid plans. Please be aware that operations set in other plans will result in an error. Benefits of Integrating freee Sign with Google Sheets Benefit 1: Accurate Data Entry When a contract is completed with freee Sign, the information is automatically reflected in Google Sheets, allowing for accurate data entry. This eliminates the need for manual input and helps prevent input errors and information omissions. Contract information plays a crucial role in business operations, and accurate data is also a factor in making correct decisions. Additionally, even if multiple team members share the same sheet, everyone can easily access the latest data in real-time. This promotes the efficiency of business processes and enables operations that maintain data accuracy. Benefit 2: Reduction in Work Time By automatically updating Google Sheets upon contract completion with freee Sign, there is no need for the person in charge to manually enter or update data. This allows the time spent on input tasks to be allocated to other important tasks. Moreover, reducing data entry errors eliminates the need for correction work. This automation is particularly effective when there are many contracts and frequent information updates, reducing the operational burden. The shortening of work time leads to the overall efficiency of the workflow, resulting in effective resource utilization and cost reduction. How to Create an Integration Flow between freee Sign and Google Sheets So far, we have introduced the benefits of integrating freee Sign with Google Sheets. Let's quickly proceed to integrate the apps we will use this time with Yoom! Once the registration of My Apps is complete, we will create a flowbot to "update Google Sheets information when a contract is completed with freee Sign." [What is Yoom]

This time, we will follow the steps below.
Let's set it up together!

Integrate freee Sign and Google Sheets with My Apps.
Copy the template "Update Google Sheets information when a contract is completed with freee Sign"
Trigger: Set freee Sign's "When the document status changes"
Set up command operations
Set the Google Sheets "Update record" action and turn on the trigger

Step 1: Integrate with My Apps

‍Integrating with My Apps first will make the subsequent settings proceed smoothly.
First, connect the freee Sign you are using with Yoom.
From the left side of the Yoom page, select My Apps → New Connection.

Search for freee Sign.
Next, connect with Google Sheets.
Enter your email address and password to log in, and when you reach this screen, click confirm and continue.

Once the integrated freee Sign and Google Sheets appear in My Apps, you're done.

Next, copy the template to My Projects and create a flowbot.
If you haven't copied it yet, please copy the flowbot 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 registered, the login screen will be displayed, so please log in.

‍

Step 2: Set Triggers and Actions

‍We will use this template this time.
Once the page is open, click 'Try This Template'.
If you are using Yoom, please log in, or if you are new, please register as a member.
Once completed, the template is automatically copied to your workspace.
The template name can be changed as needed.
Click My Projects on the left to display the template you just copied.
Click the ellipsis (...) on the right and select Edit.

Items to Prepare

A Google Spreadsheet with the company name and document ID from freee Sign.
The header is based on the output obtained in a later step.

Let's set up the app trigger.
Click "When Document Status Changes".
The title can be changed for clarity.
After confirming the account information to be linked, proceed to the next step.
Set up the Webhook with reference to this article.

Test and save if the information from freee Sign is reflected in the output.
Set the output obtained here as the header in the Google Spreadsheet.

Next, click "Command Operation".
It is set by default, so save without changing.

Next, click "Update Record".
Check the account information to be linked here as well.
Do not change the action, and set up the database linkage.
Set the table range with some margin.

Proceed to the next step and enter the conditions for the record you want to update.
Set it to update the record where the document ID in freee Sign matches the one in the Google Spreadsheet.

Then, enter the values for the updated record as is.
Select as follows from the output.

Leave No., Customer Name, and Document ID blank as they will not be updated.

Test this as well, and save if the test is successful.
Finally, turn on the app trigger.
Thank you for your hard work.
Even someone like me who is not familiar with programming was able to proceed with the setup easily.

The flowbot used this time is here↓

Other Automation Examples Using freee Sign and Google Sheets

Yoom also offers templates using freee Sign and Google Sheets, so let me introduce a few!

1.Update kintone information once a contract is completed with freee Sign flow.

This flow bot is recommended for those managing customer information with kintone.
It saves the effort of checking freee Sign and automates information updates.

2.This is a flow to notify Chatwork when the document status is completed in freee Sign.

If you have many clients, manually notifying each time a contract is completed can be cumbersome.
By using this flow, you will be automatically notified in Chatwork only when the status is completed.

3.This is a flow to update information in Google Sheets once a contract is completed with CloudSign.

This is recommended for those who handle contracts with CloudSign.
As in this flow, the status of documents and other information can be automatically transferred to Google Sheets.

For other flow bots, click here.→Flow Bot Templates｜Yoom

Summary

This time, we introduced a "flowbot that updates Google Sheets information once a contract is completed with freee Sign".
By integrating freee Sign with Google Sheets, you can expect improved efficiency in contract management and accurate data transcription.
This can particularly reduce workload and lead to better decision-making for companies with a large number of contracts.
Take this opportunity to implement the integration of freee Sign and Google Sheets to enhance your business efficiency.

You can register for Yoom for free from here. →Get Started