Integrate GMO Sign with Dropbox to send GMO Sign using contract documents when a form is answered, and store the documents in Dropbox.

Step 1: Connect GMO Sign and Dropbox to My Apps

After logging into Yoom, connect GMO Sign and Dropbox to My Apps.
Click "New Connection" in My Apps.

When the following screen appears, search for "GMO Sign" in "Search by App Name" and register it to My Apps.
Next, register a new GMO Sign. Please enter the following items.

• Account Name
• Access Token

For details on how to connect GMO Sign, please see here.

Next, register "Dropbox" to My Apps.
Similarly to "GMO Sign", search for "Dropbox" from the app name search and register it to My Apps.

When the following screen appears, enter your email address and log in.

If "GMO Sign" and "Dropbox" are displayed in My Apps, the registration to My Apps is complete.

Step 2: Copy the Template

Let's copy the Flowbot template.
Click the banner below and then click the "Try it" button.

Once the template copy is complete, the following screen will be displayed.

Step 3: Setting Up the Contract Sending Form

When the workflow creation screen appears as shown below, first set up the "Contract Sending Form".

Set the following.

• Recipient Company Name
• Recipient Contact Person Name
• Recipient Email Address
• Contract File
• Your Company Contact Person Name

Let's check the form display and details.

Step 4: Setting Up Approval Operations

Set the following. The content of the approval request can be freely customized as needed.

• Title → Change the text as needed
• Approver → Select yourself
• Approval Details → Change as needed
• Approval Completion Conditions → Select yourself
• Action to Return on Rejection

Approver settings can be selected from the following.

Approval recognition can be customized from the following.

Step 5: Setting Up Access Token Generation

Next, set up "Access Token Generation".

Next, proceed with the integration settings.
Enter the following items.

• Title → Change as needed
• App → GMO Sign
• Account Information to Integrate with GMO Sign
• Action → Generate Access Token

API settings. Please enter the following items.

• Secret Key
• Customer ID

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Please confirm and enter with the GMO Sign representative.

Step 6: Setting Up Envelope Document Registration

Next, perform "Envelope Document Registration".

Set the following.

• Title → Change as needed
• GMO Sign
• Account Information to Integrate with GMO Sign → Confirm Email Address
• Action → Register Envelope Document

Next, perform the API connection settings.

• Secret Key → Enter Directly
• Customer ID → Enter Directly
• Access Token → Use the Access Token Generated in Step 5
• Document Code → Enter Directly as Desired
• Remarks → Enter as Desired
• File Attachment Method → Use Output
• File → Select the File Data Attached to the Form

Step 7: Setting Up Signature Request for Envelope

Next, set up the "Signature Request for Envelope".

Select the following.

• Title → Change as needed
• App → GMO Sign
• Account Information to Integrate with GMO Sign → Confirm Email Address
• Action → Signature Request for Envelope

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Next, perform the API connection settings.
Scroll down and select each item.

• Secret Key
• Customer ID
• Access Token
• Envelope Name
• Sending Responsible Department
• Sending Responsible Person Name
• Signature Completion Notification Email
• Notification Destination for Email Sending Errors
• Use of Webhook
• Document List
• Your Company Signer: Email Address
• Your Company Signer: Comment
• Your Company Signer: Access Code
• Your Company Signature Information
• Recipient Signer: Name
• Recipient Signer: Company Name
• Recipient Signer: Email Address
• Recipient Signer: Comment
• Recipient Signer: Access Code
• Recipient Signature Information
• Your Company Signer: Approval Order
• Recipient Signer: Approval Order

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Please enter "Secret Key" and "Customer ID" yourself.

Select "Access Token" from the following.

"Envelope Name" can be freely set with items such as "Recipient Company Name" answered in the form.

Scroll down from the envelope name onwards and set the necessary content.

Step 8: Setting Up Dropbox Actions

Next, set up "Store File in Dropbox".

First, set the following.

• Title → Change as needed
• App → Dropbox
• Account Information to Integrate with Dropbox → Confirm Email Address
• Action → Upload File

Next, perform the API connection settings.

• Folder Path → Set as needed
• File Name → Required item. It is also possible to use the file name obtained by form triggers as output.
• File Attachment Method → Select "Use Output"
• File → Select the file data set in the form

Select what you want to use as the "File Name".
If you choose "Contract File", the contract file name will be the file name when saved in Dropbox.

When the following screen appears, all settings are complete!

Once all settings are complete, click "Turn On Trigger".

Step 9: Confirming the Automation Operation of GMO Sign and Dropbox

Finally, please check the integration operation of GMO Sign and Dropbox.

The template used this time is as follows.

Other Examples of Automation Using GMO Sign and Dropbox

There are many other examples of automation using GMO Sign and Dropbox in Yoom, so here are a few introductions.

1. A flow where, upon receiving a form response, a contract document is sent using GMO Sign and the document is also stored in Dropbox

When a form response is received, the contract document is sent to GMO Sign and the document is also stored in Dropbox.
This is recommended for companies that have implemented GMO Sign and for those responsible for document creation. By automating all tasks through integration, it leads to improved work efficiency.

2. A flow to notify Slack when a contract is completed with GMO Sign

After the contract is completed with GMO Sign, it will automatically notify Slack.
This allows you to smoothly proceed with the next tasks by notifying you of the timing of signature completion for important contracts.
It is recommended for companies that primarily use Slack as their internal communication tool.

3. Flow to Update Google Spreadsheet Information After Completing a Contract with GMO Sign

This is a flow to update Google Spreadsheet information after completing a contract with GMO Sign.
By automating the input of signature information after the contract, work efficiency is improved.
Recommended for companies managing information with Google Spreadsheets.

Summary

For those who want to centralize the digitalization of internal document management and promote paperless operations, we introduced a method to automatically link GMO Sign with Dropbox. By using Yoom to automatically save documents to Dropbox after signing with GMO Sign, information sharing becomes smoother, and work efficiency is expected to improve. This not only eliminates the hassle of manual document organization but also helps prevent human errors.

Take this opportunity to utilize Yoom and experience automation through app integration.