How to integrate GMO Sign with Airtable to automatically update information in Airtable when a contract is completed in GMO Sign

Step 1: Register GMO Sign and Airtable as My Apps in Yoom

First, register GMO Sign and Airtable as My Apps in Yoom.

1. How to register GMO Sign

Click on "My Apps" in the left column and search for GMO Sign from "New Connection".

Set the account name as desired.
Enter "GMO" for the access token and click add.

This completes the registration of GMO Sign as My App.

2. How to register Airtable
Next, search for Airtable from "New Connection".

Select the relevant workspace from "Add + Space" and click "Allow Access".

This completes the registration of Airtable as My App!

Next, copy the template to My Project and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

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.

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Step 2: Setting the trigger to activate when the GMO Sign signature is completed

First, please click on the item "When the signature is completed".

This page is already set up.
Simply click "Next".
(The title can be changed.)

Copy the Webhook URL from the above screen and set it in the GMO Sign management screen.
After setting the Webhook, complete a sample signature in GMO Sign.
* Note) This flow bot is created assuming that it will be updated by adding a contract date. Please enter the Airtable record ID in GMO Sign's Note 1.

Conduct a test, and if the test is successful, the "Transaction ID" of the sample signature registered earlier will be obtained as output.
Once the output is correctly obtained, click "Save".

Step 3: Generate an access token for GMO Sign

Next, click on the item "Generate Access Token".

This page is already set up.
Simply click "Next".
(The title can be changed.)

Please enter the secret key and customer ID, referring to the annotations.
Conduct a test, and if successful, an "Access Token" will be obtained as output.
Once the output is correctly obtained, click "Save".

Step 4: Retrieve document details from GMO Sign

Next, click on the item "Retrieve Document Details".

This page is already set up.
Simply click "Next".
(The title can be changed.)

Please re-enter the secret key and customer ID that you entered in Step 3.

The access token is set as shown in the above image.
* Setting method) Click inside the frame and click "Access Token" in the "Generate Access Token" tab.
* Explanation) By setting it as above, you can automatically obtain the "Access Token" when the GMO Sign signature is completed.

The transaction ID is set as shown in the above image.

* Setting method) Click inside the frame and click "Transaction ID" in the "When the signature is completed" tab.
* Explanation) By setting it as above, you can automatically obtain the "Transaction ID" when the GMO Sign signature is completed.

Conduct a test, and once you confirm that the output is correctly obtained, click "Save".

Step 5: Update Airtable records

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Finally, click on the item "Update Record".

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This page is already set up.
Simply click "Next".
(The title can be changed.)

Please enter the Base ID, Table ID, or name, referring to the annotations.

The record ID is set as shown in the above image.
Explanation) Since you entered "Airtable Record ID" in "Note 1" of the GMO Sign signature registered in Step 1, by setting it as above, you can automatically reflect the Airtable Record ID.

The field information values are set as shown above.
Explanation) By setting it as above, you can automatically reflect the "Contract Date" entered in GMO Sign to Airtable's value.
Supplement) In addition to the above settings, you can also set values such as "Contract Expiration Date" and "Renewal Period" to automatically obtain the necessary information.

Conduct a test, and if successful, click "Save".

Once all settings are complete, the above screen will be displayed, so click "Turn ON Trigger" to activate the flow bot!
This completes the flow bot "Update Airtable information when a contract is completed with GMO Sign".

Specific Use Cases for This Flow

Use Case 1: Invoice Management in the Finance Department

Since the information after the completion of the contract with GMO Sign is automatically reflected in Airtable, the finance department can streamline invoice creation and payment management.
With automatic reflection, contract information and billing information match, preventing errors and ensuring smooth financial management.

Use Case 2: Contract Data Management in the Legal Department

The legal department needs to centrally manage a large number of contracts.
By integrating Airtable with GMO Sign, the latest information is automatically reflected in Airtable every time a contract is completed, eliminating the need for manual input and maintaining accurate data.

Use Case 3: Follow-up with Customers

Since Airtable is automatically updated after the completion of a contract with GMO Sign, sales representatives and customer support can quickly access the latest information.
This enables prompt follow-up with customers and the provision of services at the right time.

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Introduction of Other Automation Examples Using GMO Sign and Airtable

At Yoom, we offer numerous automation examples using GMO Sign and Airtable.
This time, we will introduce three flow bots.

1. A flow that creates a contract with GMO Sign from information in Google Forms and automatically sends a signature request.
By utilizing this flow, you can reduce the time spent on contract creation with GMO Sign, leading to increased efficiency.

2. This is a flow where documents are automatically stored in Google Drive once they are signed with GMO Sign.
By utilizing this flow, you can automate file storage, which is expected to prevent human errors such as incorrect storage locations or omissions.

3. This is a flow that automatically creates a folder in OneDrive when a client is registered in Airtable.
By utilizing this flow, the creation of folders in OneDrive is automated, which helps prevent human errors and is expected to improve work efficiency.

Summary

In this article, we introduced a method to automatically update contract information in Airtable when a contract is completed in GMO Sign by integrating GMO Sign with Airtable!
By utilizing the flow introduced here, you can automate the transcription work, reducing the effort of inputting and improving data consistency.
With Yoom, you can integrate apps without programming!
We offer a variety of flows, so please explore the Flowbot Template List to find a flow that can be applied to your work and try out convenient automation.