How to link freee Sign with OneDrive and upload signed contracts from freee Sign to OneDrive

Many companies use freee Sign for contract procedures and other daily operations. The integration of freee Sign with OneDrive can streamline contract management tasks and enable centralized information management. In this article, we will explain how to automatically upload contracts signed with freee Sign to OneDrive. This will save the effort of manual file management and improve the speed and accuracy of operations. Recommended for: - Legal and sales personnel who want to streamline contract management tasks - Management department personnel who want to enhance the transparency of the contract process - Business planning personnel who want to facilitate smooth information sharing between departments - IT personnel interested in automating workflows through API integration - Executives considering the introduction of cloud tools Benefits and Examples of Integrating freee Sign with OneDrive Benefit 1: Streamlining Contract Management Tasks Manually uploading files after contract signing is time-consuming and prone to errors. By setting contracts signed with freee Sign to be automatically uploaded to OneDrive, contract management tasks are streamlined. For example, sales personnel can start projects immediately after contract signing, improving the speed of operations. Benefit 2: Strengthening Compliance Storing and managing contracts is a legally obligated important task for companies. By uploading contracts directly from freee Sign to OneDrive, it becomes easier to manage contract content records, allowing for quick responses during audits or issues. For instance, legal personnel can quickly search and verify contracts, reducing the risk of compliance violations. Benefit 3: Facilitating Smooth Information Sharing Delays in contract sharing can halt the progress of related departments' operations. Automatic uploads from freee Sign allow for sharing on OneDrive simultaneously with contract completion, enabling stakeholders to check information in real-time. For example, sales, legal, and accounting can simultaneously verify contract content, facilitating smooth business collaboration. Now, let's explain how to use the no-code tool Yoom to integrate freee Sign with OneDrive and upload contracts signed with freee Sign to OneDrive. [About Yoom] How to Upload Contracts Signed with freee Sign to OneDrive This can be achieved by receiving a record registered in the freee Sign database using the freee Sign API and uploading the contract data signed with freee Sign to a specified folder in OneDrive using the OneDrive API. Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge using the no-code tool Yoom. We will create this in the following major processes: - Register freee Sign and OneDrive as My Apps - Copy the template - Set the trigger for freee Sign, which serves as the starting point of the flow, and configure the subsequent OneDrive operations - Turn on the trigger button and verify the integration operation between freee Sign and OneDrive If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*jrwzd7*_gcl_au*MTY3NDQ2MzE2MS4xNzE5MzgyMDY4*_ga*NTcxOTYyNzgyLjE3MTkzODIwNjg.*_ga_663H387CXM*MTcyMjQ4ODg2Ny4xNTEuMS4xNzIyNDkwMzk2LjYwLjAuNjYyMDU0NDY0). If you are already using Yoom, please log in.

Step 1: Link freee Sign and OneDrive to My Apps

First, register freee Sign and OneDrive to My Apps for this task.
Registering to My Apps initially makes the subsequent automation setup easier.

Let's register freee Sign to My Apps.
After completing the Yoom registration, select "My Apps" from the menu on the left.

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

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

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

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

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Next, register OneDrive to My Apps.
Just like with freee Sign, click "New Connection" and enter OneDrive.

The following screen will appear, so click the relevant account.
You will be prompted to enter a password, so follow the on-screen instructions to enter it.
Once entered, Outlook will appear in My Apps.

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freee Sign and OneDrive will appear in My Apps.
This completes the registration of the apps to My Apps for this task.

Step 2: Copy the Template‍

To set up automation, click the "Try it" button on the banner below.

Read the following image display and click "OK".

Step 3: Setting the Trigger for freee Sign as the Starting Point of the Flow and the Subsequent OneDrive Operation Settings

A screen like the one in the image below will be displayed, click within the red frame.
On the screen for selecting the linked account and action, click "Next".

Set up the Webhook in freee Sign.
※ For Webhook settings in freee Sign, please check here.

Once the settings are complete, click Test, and after confirming the test is successful, click "Save".

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Next, we will set up to obtain the contract file, so click within the red frame on the screen below.
On the screen for selecting the linked account and action, click "Next".

Run the test on the screen below, and after confirming the test is successful, click "Save".

Finally, set up to upload to OneDrive.
On the screen for selecting the linked account and action, click "Next".

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A screen like the one below will be displayed, so start entering the content.

When you click on an item, suggestions will be displayed below.
The content obtained from the linked OneDrive will be displayed, so enter the content.

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Step 4: Turn ON the Trigger Button and Confirm the Integration Operation of freee Sign and OneDrive

Finally, click "Turn ON Trigger" to complete the automation settings.
Check whether the flow bot starts correctly.

Here is the template used this time.

Other Automation Examples Using freee Sign and OneDrive

① Update Google Spreadsheet Information When a Contract is Completed in freee Sign

This flow updates Google Spreadsheet information when a contract is completed in freee Sign.
By using this template, you can save the time previously spent on this task, which is expected to lead to increased productivity.

② Update kintone information once the contract is completed with freee Sign

This is the flow to update kintone information once the contract is completed with freee Sign. By using this template, the completion time is added to the kintone record once the contract is completed with freee Sign. Automation eliminates manual work, allowing more time to be spent on core tasks, thereby improving productivity.

③ Upload the application document PDF to OneDrive once the application is approved in Collaboflow

This is a flow to upload the application document PDF to OneDrive once the application is approved in Collaboflow. By utilizing this template, approved application documents are automatically uploaded to OneDrive, saving you the trouble of manually uploading files. Furthermore, automation reduces the risk of human error, allowing for safer management of important documents.

Summary

By integrating freee Sign with OneDrive, you can streamline contract management operations, enhance compliance, and facilitate smooth information sharing. This leads to improved speed and accuracy in operations, boosting overall productivity across the company. The ability to set it up without any coding makes it easy to implement even for those who are not confident in their IT skills. Please refer to the steps in this article to advance the automation of your operations.