How to integrate GMO Sign with Google Sheets to automatically update information in Google Sheets when a contract is completed in GMO Sign.

The process consists of only 6 steps, so it can be set up in 10-15 minutes.

1. Register GMO Sign and Google Spreadsheet as My Apps
2. Set a trigger to activate when a contract is completed in GMO Sign
3. Set an action to generate an access token in GMO Sign
4. Set an action to retrieve document details in GMO Sign
5. Set an action to update records in Google Spreadsheet
6. Verify the automation between GMO Sign and Google Spreadsheet

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Step 1: Register GMO Sign and Google Spreadsheet as My Apps

To connect GMO Sign and Google Spreadsheet with Yoom, register them as My Apps.
By registering as My Apps first, you can easily proceed with the automation settings.

First, register GMO Sign as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Find GMO Sign from the app list or search from "Search by App Name".

The following screen will be displayed, so please check the explanation and set the "Account Name" and "Access Token".

Next, proceed to register Google Spreadsheet as My App.
Select Google Spreadsheet in the same way as before.
When the following screen is displayed, log in to Google Spreadsheet.

If GMO Sign and Google Spreadsheet are displayed in My Apps, registration is complete.

Step 2: Set a trigger to activate when a contract is completed in GMO Sign

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

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, you can do so from the screen below.
To start with the GMO Sign settings, click "When the signature is completed".

When the following screen is displayed, check the settings.

• "App Trigger Title" → Can be freely changed
• "Account Information Linked with GMO Sign" → Check if correct
• "Trigger Action" → When the signature is completed
  

When the following screen is displayed, click the red frame and copy the Webhook URL.
Set it in the GMO Sign management screen.
After sending a Webhook event or executing a trigger event, click "Test" → "Test Successful" → "Save".

Step 3: Set the Action to Generate an Access Token in GMO Sign

Next, to set up generating an access token in GMO Sign, click "Generate Access Token".
When the following screen is displayed, check the settings.

• "Title" → Can be freely changed
• "Account Information Linked with GMO Sign" → Check if correct
• "Action" → Generate Access Token
  

When the following screen is displayed, set the "Secret Key" and "Customer ID".
Once set, click "Test" → "Test Successful" → "Save".

Step 4: Set the Action to Retrieve Document Details in GMO Sign

Next, to set up retrieving document details in GMO Sign, click "Retrieve Document Details".
When the following screen is displayed, check the settings.

• "Title" → Can be freely changed
• "Account Information Linked with GMO Sign" → Check if correct
• "Action" → Retrieve Document Details
  

When the following screen is displayed, set the "Secret Key" and "Customer ID".

Scroll and use the output from "Generate Access Token" to set the "Access Token".
Click the arrow in the red frame to use the output from "Generate Access Token".
Set the access token as follows.

Scroll and set the "Transaction ID" as before.
Use the output from "When the signature is completed".
If there are other necessary items, set them as well.
Once set, click "Test" → "Test Successful" → "Save".

Step 5: Set the Action to Update Records in Google Sheets

Next, to set up Google Sheets, click "Update Records".
When the following screen is displayed, check the settings.

• "Title" → Can be freely changed
• "Account Information Linked with Google Sheets" → Check if correct
• "Execute Action" → Update Records
  

Move to the Google Sheets screen and enter contract information for testing.
As an example, it was set as follows.

Return to the Yoom screen, check the description, and set up "Database Integration".

When the following screen is displayed, set the "Condition for the Record to be Updated".
Search for the target record using a unique value.
Select "Transaction ID" from the output of "When the signature is completed".
This time, it was set as follows.
* It is assumed that the ID on Google Sheets and the ID on GMO Sign are held in the same state.

Scroll and set the "Value of the Record After Update".
The item names of the contract information set for testing in Google Sheets will be displayed.
Set the items you want to update using the output from GMO Sign.
Once set, click "Test" → "Test Successful" → "Save".

Step 6: Verify the Automation Between GMO Sign and Google Sheets

Finally, click "Turn ON Trigger" to complete the automation setup.
Check if the flowbot is running correctly.

Flowbot Template Used This Time
Update Google Sheets Information When a Contract is Completed with GMO Sign

Other Examples of Automation Using GMO Sign and Google Sheets

1. This flow automatically stores files in Google Drive once the document signing is completed with GMO Sign.
Since files can be automatically stored, there is no worry about losing them.
Manual storage is no longer necessary, preventing storage omissions and errors.

2. This is a flow where a notification is automatically sent to Slack once the contract is signed with GMO Sign.
There is no need to check whether the signing is complete, reducing the workload for the person in charge.
You can check the contents of the signed contract on Slack, reducing the need to switch between apps.

3. This is a flow where text is automatically added to a page in Notion when a row is added in Google Sheets.
By automatically syncing data between Google Sheets and Notion, manual data entry is no longer necessary.
Additionally, the speedy data entry process makes it easy to share information within the team.

Summary

The integration of GMO Sign and Google Sheets is expected to enhance efficient contract management and transparency.
This automation eliminates the need for manual data updates, leading to time savings.
Moreover, it helps avoid human errors, ensuring the maintenance of highly reliable data.
By implementing automation, these benefits can be achieved.

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