How to link freee Sign with Slack and notify the completion status of documents in freee Sign to Slack

This guide introduces a method to streamline your workflow by integrating freee Sign with Slack, allowing you to receive real-time notifications of document completion statuses. For those who use freee Sign and Slack regularly, this automation is a great opportunity to save time and increase work speed.

Recommended for

Those who use freee Sign and Slack as their existing communication tool
Those who find document progress management cumbersome and want to grasp the situation in real-time
Those who experience frequent errors in document management and want to prevent oversights or procedural omissions
Those who want to speed up work due to delays in information sharing between teams
Those who want to quickly notify related departments and start the next task after contract signing

Benefits and Examples of Integrating freee Sign with Slack

Benefit 1: Real-time Monitoring of Work Status

By monitoring work status in real-time, you can implement a system where you receive notifications on Slack every time a document's status becomes "completed." This eliminates the need for employees to constantly check the freee Sign management screen. For example, in situations where immediate reactions are required, such as project preparation or product shipment right after contract signing, smooth responses become possible. As a result, employees' workload is reduced, and an efficient workflow is achieved.

Benefit 2: Reduction of Errors

Human errors can be minimized. With paper-based or email-based confirmation tasks, there is a risk of oversight or delayed responses. With Slack notifications, the completion status of documents is automatically shared, reducing the possibility of missing important procedures. For instance, by receiving a notification on Slack immediately after an important contract is signed, and setting up an environment where related departments can take the next action immediately, it helps prevent errors such as duplicate work or procedural omissions.

Benefit 3: Smooth Collaboration Between Teams

By utilizing Slack's notification feature, information about document completion is shared across related departments. This allows for smooth collaboration, such as the sales team starting follow-up activities as soon as they are aware of contract completion, and the back-office team beginning the next tasks like invoice issuance. For example, by setting notifications in a dedicated Slack channel, sharing with other members is automated, and an improvement in the overall speed of operations can be expected.

Now, let's explain how to use the no-code tool Yoom to integrate freee Sign with Slack and notify Slack of document completion statuses in freee Sign.

[What is Yoom]

How to Notify Slack of Added Content in freee Sign

It is possible to achieve this by receiving records registered in the freee Sign database using the freee Sign API and detecting the registered record data in freee Sign in a specified Slack channel using Slack's provided API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

This time, we will create it in the following major processes.

・Register freee Sign and Slack in My Apps
・Copy the template
・Set the trigger for freee Sign, which is the starting point of the flow, and the subsequent Slack operation settings
・Turn on the trigger and check the integration operation between freee Sign and Slack

If you are not using Yoom, please register for free here.
If you are already using Yoom, please log in.

Step 1: Link freee Sign and Slack to My Apps

Please select "My Apps" from the menu on the left side.

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

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Let's enter freee Sign.
Enter freee Sign in the search box and click the freee Sign icon.

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

Once logged in, freee Sign will be displayed on the My Apps screen.
Next, register Slack to My Apps.
Just like linking Slack to My Apps, click "My Apps" on the left side of the screen,
and click "New Connection" on the right side of the screen.

Enter Slack in the search window and click Slack displayed in the suggestions.

A screen like the image below will be displayed, so click "Authorize" within the red frame.

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If you can confirm that Channel Talk and Slack are displayed in My Apps, the registration to My Apps is complete.

Step 2: Copy the Template

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

Read the following screen display and click "OK".

Step 3: Set the trigger for freee sign, which is the starting point of the flow, and configure the subsequent Slack operations

The following Flowbot screen will appear, so click the area within the red frame.
On the screen for setting up the linked account and action, confirm that the freee sign account to be linked this time is correct, and click "Next".

Since it is necessary to set up a Webhook on the freee sign screen, copy the Webhook URL from the screen below and set it up.
※ For Webhook settings, click here.
Once the setup is complete, run the test, and after confirming the test completion, click "Save".

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Next, set up notifications to Slack.
Click the area within the red frame in the image below.
On the screen for selecting the linked account and action, confirm that there is no mistake in the linked Slack account and click "Next".

The API connection settings screen will be displayed.
Proceed with the input according to the content.
・Channel ID to post to: Click the input field to select a channel within the linked Slack.
・Message: Enter the content of the message to be sent. You can also mention with "@member ID".
Once the input is complete, click Test, and after confirming the test completion, click "Save".

Step 4: Turn on the trigger and verify the integration between freee sign and Slack‍

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the Flowbot is activated correctly.

Here is the template used this time.

Examples of Other Automations Using freee Sign and Slack

① Create a Contract with One Click from kintone and Send it via freee Sign

This is a flow to create a contract with one click from kintone and send it via freee Sign. By using this flow, you can create a contract by referencing information from a subtable (table) in kintone and send it via freee Sign, significantly reducing the series of tasks related to the contract.

② Issue a quotation with freee Invoices and notify Slack when quotation information is entered into the input form

This flow issues a quotation with freee Invoices and notifies Slack when quotation information is entered into the input form. By using this flow, you can issue a quotation without accessing freee Invoices by simply entering the specified quotation information into Yoom's input form, thus saving effort.

③ After a Zoom meeting ends, transcribe and summarize the minutes, then notify on Slack

This is the flow for transcribing and summarizing the minutes after a Zoom meeting ends, and notifying on Slack. By utilizing this flow, the content of a Zoom meeting is transcribed and summarized using AI after the meeting ends, and the minutes are notified on Slack. This helps reduce the workload of the person responsible for creating the minutes.

Summary

By integrating freee Sign with Slack, you can receive real-time notifications of document completion statuses, enabling improved efficiency and reduced errors in your operations. This strengthens collaboration between teams and enhances the overall speed of business processes. Since it can be easily set up without any coding, we encourage you to incorporate Yoom into your actual operations and experience the efficiency firsthand!

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