To integrate Garoon with freee Sign, create a contract and send it via freee Sign once the workflow is approved in Garoon.

I believe that for the HR and sales departments, quickly creating and sending contracts is important for enhancing trust with clients. However, creating them manually can be time-consuming and labor-intensive. In this article, we will introduce a method to automate the process by integrating Garoon with freee Sign, allowing you to create and send contracts automatically once a workflow is approved in Garoon. This can potentially improve operational efficiency by automating the contract creation flow. Additionally, by utilizing Yoom, you can create app integrations and flow bots without any coding. We will also explain the detailed operation methods of Yoom. Please take a look. Recommended for those who: - Use Garoon for managing business workflows and find contract creation cumbersome. - Work in companies that handle numerous contracts and want to streamline the contract conclusion process. - Wish to automate the contract sending and signing process to shorten lead times. - Have already implemented Garoon or freee Sign and are considering tool integration using APIs. Benefits and examples of integrating Garoon with freee Sign: Benefit 1: Reduce manual tasks By integrating Garoon with freee Sign, you can automate the contract creation and sending flow. This can reduce the manual tasks involved, saving time and effort. For example, if a sales representative is manually creating contracts, it may feel cumbersome and inefficient. Automating this process can allow you to utilize the time spent on administrative tasks for other important work. Benefit 2: Improve contract conclusion speed Once approved in Garoon, contracts are automatically created and sent via freee Sign, allowing for speedy contract dispatch. This can shorten the lead time to contract conclusion, facilitating smooth transactions. For instance, in HR departments where multiple important contracts occur, manually creating and sending them could take time. Automating this process can reduce time and improve operational efficiency. Benefit 3: Reduce errors Manually creating and sending contracts may lead to creation errors or omissions. For example, in an environment with numerous new contracts, manual input errors could delay contracts. By integrating Garoon with freee Sign, you can prevent such human errors and ensure smooth operations. Now, let's introduce the method to create and send contracts using freee Sign once a workflow is approved in Garoon, using the no-code tool Yoom. [What is Yoom] How to create and send contracts using freee Sign once a workflow is approved in Garoon: By utilizing this flow bot, you can eliminate the manual effort of contract creation and prevent human errors such as creation mistakes. This can improve the speed of operations and enable rapid contract dispatch to clients. We will proceed with the following major processes: - Registering Garoon and freee Sign as My Apps - Copying the template - Setting triggers and actions - Turning on the trigger and checking the operation You can issue a Yoom account from here. If you already have an account, please log in!

Step 1: Register My Apps for Garoon and freee Sign

Connect Yoom with the app.

1. Register My App for Garoon

After logging into the Yoom workspace, select My Apps, then click New Connection → Garoon in that order.

Enter your account name, login name, and password.

You have now registered My App for Garoon.

2. Register My App for freee Sign

Similarly, select My Apps → New Connection → freee Sign in that order.

Enter your email address and password.
You can also connect with a Google account or freee account.

You have now registered My App for freee Sign.

Step 2: Copy the Template

Next, copy the template you will use to My Projects in Yoom.
Click the banner below.

Click to switch to Yoom's template site.
Click "Try this template" displayed on that screen.

Click to move to Yoom's workspace, and when it shows that the copy is done, click "OK".

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Step 3: Set the Trigger

Next, let's set up the flow bot.
Click "When the workflow is approved" from the template you just copied.

1. Select Integration Account and Action

The title is pre-filled but can be changed.
Check the account information linked with Garoon.
Select the trigger action "When the workflow is approved".

2. App Trigger API Connection Settings

Select the trigger activation interval.
The shortest activation interval varies depending on the contract plan, so please check.
Set the subdomain and application form ID.
Once everything is set, click Test.

After the test is successful, save the output from Garoon.

Step 4: Set freee Sign Action ①

Next, click "Create contract from template".

1. Select Integration Account and Action

The title can be changed.
Check the account information linked with freee Sign.
Select the action "Create contract from template".
Once set, click "Next".

2. API Connection Settings

Pre-register the contract template for freee Sign.
Select or enter the contract title, the contract template ID to use, the user ID who will be the creator of the contract, and the ID of the folder where the created contract will be saved from the options.
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Enter the input item ID referring to the notes.
Once all required fields are entered, click Test.

If the test is successful and the output from freee Sign is obtained, save it.

Step 5: Set freee Sign Action ②

This is the final step.
Click "Send contract" to proceed with the settings.

1. Select Integration Account and Action

The title can be changed.
Check the account information linked with freee Sign.
Select the action "Send contract".
Once set, click "Next".

2. API Connection Settings

Select the "Contract ID" from the output obtained in the previous freee Sign step.

Select the user ID who will be the sender of the contract from the options.
Select the recipient email address from Garoon's output.
*In this case, it is assumed that the email address is in application item 1.
Once all settings are complete, run the test and save.

Once saved, it will show that all settings are complete, so click "Turn on trigger".

This completes the flow bot setup.

Other Automation Examples Using Garoon

Yoom offers a variety of templates.
Here, we introduce three templates that utilize Garoon.

1. This template automatically adds a task to Backlog when a workflow is approved in Garoon.

By automatically adding tasks, you can reduce manual work.
It also helps prevent input errors and omissions, thereby improving work efficiency.

2. This is a template for automatically sending emails via Gmail to participants when an event is registered in the Garoon calendar.

For example, registering a meeting in Garoon and manually sending emails to participants can be time-consuming and labor-intensive.
Additionally, there might be instances of missed emails.
By utilizing this template, you can automate tasks that are done manually, thereby improving work productivity.

3. This is a template for automatically registering records in Google Sheets when a workflow is approved in Garoon.

When managing information with different tools, you may need to enter data manually.
Depending on the timing of the person entering the data, it might not be the most up-to-date information.
By utilizing this template, information will be added automatically, helping to maintain data consistency.

Summary

By integrating Garoon with freee Sign, the creation and sending of contracts are automated, eliminating the need for manual creation.
This integration is also expected to prevent human errors such as creation mistakes or omissions, allowing for smoother business operations.
Additionally, by utilizing Yoom, you can create app integrations and flow bots without the need for programming.
The advantage of Yoom is that automation can be easily achieved just by registering your own app.
Why not take this opportunity to integrate Garoon with freee Sign and automate your contract creation and sending flow?