How to update information in RakuRaku Sales once a contract is completed in freee Sign by integrating freee Sign with RakuRaku Sales.

In the business field, tasks related to contracts are of high importance, but manual data updates and management require a lot of time and effort.
Therefore, I feel that many companies, especially in sales and accounting departments, are exploring ways to improve operational efficiency.
This time, I will introduce a flow to update information in Rakuraku Sales once a contract is completed with freee Sign.
By utilizing this system, necessary information is automatically updated every time a contract is completed, which can save effort and create time for other tasks.
Moreover, since it can be implemented with no-code, which does not require programming, it is attractive because even those who are not familiar with IT can easily use it.

Please refer to this blog and try this method.

Benefits of Integrating freee Sign and Rakuraku Sales

Benefit 1: Improved Efficiency

Automation eliminates the need for manual data updates after contract completion.
This can reduce working hours, allowing employees to focus more on strategic tasks.
For example, in the sales department, once a contract is completed, it was necessary to manually enter data into Rakuraku Sales, but automation is expected to shorten this task.
Therefore, sales representatives can quickly start new negotiations after a contract, and the improvement in work speed can also be expected to enhance customer satisfaction.

Benefit 2: Reduction of Errors

By eliminating input errors from manual work, data accuracy is expected to improve.
Automation ensures a consistent process and maintains information integrity, which is expected to maintain reliable data.
For example, in the sales department, when manually entering information after contract completion, there could be errors in numbers or dates, but by introducing automatic integration of freee Sign and Rakuraku Sales, the risk of input errors can be reduced, and reliable data maintenance is expected.

Now, I would like to integrate freee Sign and Rakuraku Sales using Yoom.

[What is Yoom]

How to Create an Integration Flow for freee Sign and Rakuraku Sales

First, please access the official Yoom website and create an account.
If you have already registered, please log in.
Yoom Account Issuance Page

Step 1: Integrate freee Sign and Rakuraku Sales with My Apps

1) Once logged into 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 registered, icons will appear in My Apps.
Check if the icons for the two registered apps are displayed.
* Branching is a feature available in some paid plans (operations).
* Rakuraku Sales is an app available only in some paid plans.
Some paid plans offer a two-week free trial. During the free trial, you can use restricted apps.
What you can do with a free trial and how to start | Yoom Help Center (intercom.help)
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This time, we will create a flow of [Updating Rakuraku Sales information once 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 Rakuraku Sales to "update the record."
・Finally, turn on the trigger to activate it

Step 2: Select and Copy the Template

1) Open the template above and click 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.
Titles and details can be edited by clicking on them. Please modify them as needed.

Step 3: Set the Trigger

Click "App Trigger: When Document Status Changes".

Step 4: Set the freee Sign Action

1) Select the action "When Document Status Changes" and click "Next".

2) Send a webhook event and click test. After a successful test, click "Save".

Step 5: Set the Branch

1) Return to the flow and click the "Branch Command Operation" icon.

2) Select the operation "When Document Status Changes" and choose "Document Status" for the output.
Set the branching condition to "Document Status", "Equals", "Complete", and click "Save".

Step 6: Set the Raku-Raku Sales Action

1) Return to the flow and click the "Integrate with App: Update Record" icon.

2) Select the action "Update Record" and click "Next".

3) Enter the required fields.
If the app is integrated, you can use the freee Sign output information for input.
Select from the options as needed and click "Save" once input is complete.
* This setup assumes that the freee Sign document ID and the key item information in Raku-Raku Sales are identical.

This completes the flow of updating Raku-Raku Sales information when a contract is completed with freee Sign.

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Step 7: Test and Verify

Once all settings are complete, the following display will appear, so click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

Here is the template used this time

Other Automation Examples Using freee Sign

Here are some templates for automation using freee Sign available on Yoom. Please utilize these templates according to the tasks you want to automate and the applications you are currently using.

1. Notify Slack when a document status is completed in freee Sign
‍This template automatically notifies a specified Slack channel when a document status is completed in freee Sign. The notification content and the Slack channel can be customized. This eliminates the need to manually input notification content, potentially reducing input time.

2. Update Microsoft Excel information once the contract is completed with freee Sign
‍By utilizing this flow, the information in Microsoft Excel is automatically updated once the contract is completed with freee Sign, which can improve work efficiency.
Additionally, it helps prevent manual errors and omissions, ensuring smooth business operations.

3. Upload contract files to Google Drive when the document status changes in freee Sign
Here, when the document status in freee Sign changes, you can retrieve the file from the document and store it in Google Drive.
If you manage files using a storage tool, this can save you the hassle of downloading files from freee Sign each time.

Summary

The automation of contract operations through the integration of freee Sign and RakuRaku Sales can improve work efficiency by eliminating the need for manual data entry tasks.
Additionally, automation can prevent human errors such as duplication and input mistakes, thereby enhancing data reliability.
Furthermore, with Yoom, it can be implemented with no-code, requiring no programming, making it easy for employees without IT knowledge to use.

For those aiming to improve work efficiency and transparency, consider adopting this automation process.