How to update SPIRAL information when a contract is completed with GMO Sign by integrating GMO Sign and SPIRAL

Before Getting Started

If you do not have a Yoom account, please create one from the "Yoom Account Creation Page" below.
For basic operations of Yoom, please check "Getting Started with Yoom".

Yoom Account Creation Page

Getting Started with Yoom

Let's get started!

Step 1: Integrate GMO Sign and SPIRAL with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click on "+ New Connection".

(2) From the list of new connections in My Apps, click on GMO Sign.
(3) On the "New Registration for GMO Sign" screen, enter the account name and access token.
For detailed instructions on registering GMO Sign with My Apps, please refer to the website below.

About Integration with GMO Sign

Once the input is complete, click "Add".
(4) Next, integrate SPIRAL. Similarly, click on SPIRAL from the list of new connections in Yoom.
(5) On the new registration screen for SPIRAL, enter the account name and access token.
Please refer to the website below for instructions on creating an API agent.

API Agent Management

Once the input is complete, click "Add".
Once the integration is complete, GMO Sign and SPIRAL will be registered in Yoom's My Apps.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Setting Up Signatures in GMO Sign

(1) We will use the template introduced earlier. Click "Try it" on the banner below.

Click on "When the signature is completed" in the app trigger.

(2) From the "Select Linked Account and Action" screen of GMO Sign, check if there are any errors in the account information linked with GMO Sign, keep the trigger action as "When the signature is completed," and click "Next."

(3) From the "App Trigger Webhook Event Reception Settings" screen, copy the Webhook URL and configure it in the GMO Sign management screen.

Once the setup is complete, click "Test," and if no errors occur, click "Save."

Step 3: Generate an Access Token in Collaboration with GMO Sign

(1) Next, generate an access token in collaboration with GMO Sign.
Click "Generate Access Token."

(2) From the "Select Linked Account and Action" screen, check if there are any errors in the account information linked with GMO Sign, keep the action as "Generate Access Token," and click "Next."

(3) From the "API Connection Settings" screen, enter the secret key and customer ID.

Once the input is complete, click "Test," and if no errors occur, click "Save."

Step 4: Retrieve Document Details

(1) Next, retrieve the document details from GMO Sign.
Click "Retrieve Document Details."

(2) From the "Select Linked Account and Action" screen, check if there are any errors in the account information linked with GMO Sign, keep the action as "Retrieve Document Details," and click "Next."

(3) From the "API Connection Settings" screen, enter the secret key, customer ID, and access token.
Select the access token and transaction ID from the output.

Once the input is complete, click "Test," and if no errors occur, click "Save."

Step 5: Search SPIRAL Records

(1) Next, configure the settings to update SPIRAL records.
Click "Search Records."

(2) From the "Select Linked Account and Action" screen of SPIRAL, check if there are any errors in the account information linked with SPIRAL (ver.2), keep the action as "Search Records," and click "Next."

(3) From the "API Connection Settings" screen, enter the app ID, database ID, field identifier name, and search value.
・App ID: Select from candidates
・Database ID: Select from candidates
・Field Identifier Name: Enter directly or select from candidates
・Search Value: Enter directly or select from output
※ For how to add record information to the output, please refer to the following site.

How to Add "Retrieved Value: Output"

Once the input is complete, click "Test," and if no errors occur, click "Save."

Step 6: Update SPIRAL Records

(1) Next, configure the settings to update SPIRAL records.
Click "Update Records."

(2) From the "Select Linked Account and Action" screen, check if there are any errors in the account information linked with SPIRAL (ver.2), keep the action as "Update Records," and click "Next."

(3) From the "API Connection Settings" screen, enter the app ID, database ID, record ID, field identifier name, and value.

Once the input is complete, click "Test," and if no errors occur, click "Save."
(4) Finally, click "Turn on Trigger."

This completes the flowbot "Update SPIRAL information when the contract is completed with GMO Sign."

The flowbot template used this time
Update SPIRAL information when the contract is completed with GMO Sign

Other Automation Examples Using GMO Sign and SPIRAL

At Yoom, there are many other examples of automation using GMO Sign and SPIRAL, and we would like to introduce a few of them.

1. Create a contract with GMO Sign from Google Form information and send a signature request

Based on the information from Google Forms, a contract is automatically created with GMO Sign, and a signature request is sent to the person in charge. This can help eliminate errors and the hassle of corrections. This flow is recommended for those who want to reduce the time spent creating contracts.

2. Once the document signing is completed with GMO Sign, store the file in Google Drive

By integrating with Google Drive, once the document signing is completed with GMO Sign, the file will be automatically stored in Google Drive. Automation will help prevent human errors such as incorrect storage locations or omissions.

3. Update SPIRAL records when a row is updated in Google Sheets

When a row is updated in Google Sheets, the content is reflected in SPIRAL.
By using this flow, you can check the same information by checking one app without having to check both apps.

Additionally, if you would like to check out templates using GMO Sign and SPIRAL, please visit the following sites.

List of Flowbot Templates Using GMO Sign

List of Flowbot Templates Using SPIRAL

Summary

By integrating GMO Sign and SPIRAL, it seems possible to streamline, automate, and enhance the security of the contract process!
Automating information updates after contract completion allows for quick responses while preventing errors, which can improve overall business productivity. Additionally, centralizing business processes can reduce effort and allow for efficient resource utilization.
If you are interested in this article, please consider exploring the integration of GMO Sign and SPIRAL at this opportunity.