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In business, managing contracts is a crucial process, but the effort and time involved can often be challenging.
Particularly, the burden of creating and reviewing contracts can frequently impact the productivity of the entire team.
Therefore, this time, we will introduce a method to link freee Sign and kintone to automatically update information when a contract is completed.
By realizing this automation, it is expected that operations will become smoother and the productivity of the team will improve.
This article will explain in detail the specific integration methods that can be done without code and their benefits.
Please consider this as a reference for app integration!
By automating the manual input after contract completion, it is expected to reduce employees' work time and shorten the time required to reflect contract information.
As a result, you can focus on other important tasks, and overall business efficiency is expected to improve.
For example, the manual data entry into kintone that was done in the sales department after contract completion will be quickly reflected through automation.
This will reduce the burden on sales representatives, allowing them to quickly tackle other projects, thus improving the overall speed of sales activities and potentially enhancing the quality of customer service.
Manual data entry is prone to input errors, but automation is expected to reduce the risk of errors.
It will enable accurate data updates, and improvements in the accuracy of customer management and contract progress tracking can also be expected.
For example, contract data that was manually entered by the general affairs department often had many instances prone to mistakes or omissions, but with automatic integration, accurate reflection of contract contents is expected.
This will reduce verification work and correction responses, potentially leading to smoother business flows.
Now, let's proceed with app integration using Yoom!
[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
0) This flow is to add information from freee Sign to kintone, so it is necessary to create a kintone record corresponding to the information from freee Sign in advance.
Please prepare records that include the necessary items in advance.
1) Once you log in to your Yoom account, register the apps you will use.
Click "My Apps" and select "New Connection."
2) Select the app you want to register and log in with the account you use for each app.
Once the first app is registered, click "New Connection" again to register the second app.
3) Once registration is complete, icons will be displayed in My Apps.
Please check if the icons of the two registered apps are displayed.
This time, we will create a flow of 【Updating kintone information when a contract is completed with freee Sign】.
The creation flow is as follows.
・Copy the template
・Create a trigger in freee Sign for "when the document status changes"
・Next, set up branching
・Then, set up an action in kintone for "update record"
・Finally, turn it ON so that the trigger activates
1) Open the template above and click on the "Try this template" icon.
2) The following display will appear.
Click the icons with "!" displayed on the right in order to set up the operations.
The title and details can be edited by clicking, so please change them as needed.
Next, copy the template to My Projects and create a flowbot.
1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.
Click "App Trigger When Document Status Changes".
1) Select the action "When Document Status Changes" and click "Next".
2) Send a webhook event, click test, and after the test is successful, click "Save".
1) Return to the flow and click the "Branch Command Operation" icon.
2) Select the operation "When Document Status Changes" and select "Document Status" for the output.
Set the branch condition to "Document Status", "Equal to", "Complete", and click "Save".
1) Return to the flow and click the "Integrate with App Update Record" icon.
2) Select the action "Update Record", enter the app ID, and click "Next".
If the app is integrated, you can select it from the suggestions.
3) Enter the conditions for the record you want to update.
If the app is integrated, you can use the freee Sign output information to enter.
Set the record number = document ID.
Next, enter the values for the updated record.
If the app is integrated, you can use the freee Sign output information to enter.
Select from the suggestions as needed, and click "Save" once the entry is complete.
This completes the flow of [Updating kintone information when a contract is completed with freee Sign].
Once the setup is complete, a display like the one below will appear, so click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.
Here is the template used this time
Yoom also offers automation templates using freee Sign and kintone, which we would like to introduce.
Please utilize these templates according to the business tasks you wish to automate and the combination with the applications you are currently using.
1. Notify Slack When Document Status is Completed in freee Sign
This template automatically notifies a specified Slack channel when the document status is completed in freee Sign.
The notification content and the destination Slack channel can be freely customized.
This eliminates the need to manually input notification content, potentially reducing input time.
2. Send contracts from kintone using freee Sign
This template allows you to create contracts from the kintone record page.
By quoting the content of the contract from the kintone record details, you can expect to avoid the risk of human error.
3. Send contracts with freee Sign when kintone status is updated
When the status of a specific record in kintone is updated, contracts are automatically sent using freee Sign.
This eliminates the need to constantly check for status updates, reducing the workload.
By quoting the content of the contract from the kintone record, the risk of human error can also be avoided.
The workflow introduced here, which integrates freee Sign and kintone to automatically update information upon contract completion, is expected to enhance business process efficiency.
By eliminating manual data entry, it can reduce working hours and minimize human errors, thereby improving the operational speed in sales and administrative departments.
Additionally, the ability to share information quickly can facilitate smoother communication within the team, aiming for more efficient customer service.
With Yoom, setting up the integration is easy, and even beginners without programming knowledge can implement it.
Take this opportunity to try integrating and advance the automation of your operations!
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