How to update information in Notion when a contract is completed in GMO Sign by integrating GMO Sign with Notion

The process consists of 5 steps in total

1. Register My Apps with GMO Sign and Notion
2. Set a trigger to activate when the signature is completed in GMO Sign
3. Generate an access token and retrieve document details in GMO Sign
4. Set an action to update records in Notion
5. Test and verify

Step 1: Integrate My Apps with GMO Sign and Notion

If you are using this for the first time, please check First Time Yoom.

1. Log in to your Yoom account.

If you do not have an account, please create one on the Yoom account creation page.

Click "My Apps" and select "New Connection".

2. Click on New Connection.

3. You can search by app name from the red frame. This time, search for and register GMO Sign and Notion respectively.
Once registration in My Apps is complete, the icons for GMO Sign and Notion will be displayed in My Apps. Please check.

There are some points to note regarding integration with GMO Sign.
For details, please check the link below.

About integration with GMO Sign

If you have any other questions about Yoom, please check the Yoom Help Center.

Select a Template and Prepare a Storage Location

Click "Try it" on the banner below to set up automation.

If the following message appears, the template copy was successful.

Step 2: Set up a trigger to activate when employee information is updated

1. Click in order to set up.
First, click on "When the signature is completed" at the top.
Note that to use GMO Sign's "When the signature is completed" in the app trigger, there are some important points to keep in mind.
Please check the following link.

Important points when using GMO Sign's app trigger

2. Enter the title freely.
Enter the account information to link with GMO Sign.
Select "When the signature is completed" for the trigger action.
Once the setup is complete, click "Next".

3. Copy the Webhook URL and set it up in the management screen of GMO Sign.
After completing the setup, perform a test and save if there are no errors.

Step 3: Generate an access token and retrieve document details in GMO Sign

1. Return to the flow. Click on the "Generate Access Token" icon.

2. Enter the account information to link with GMO Sign.
Select "Generate Access Token" for the action.
Once the setup is complete, click "Next".

3. Set the secret key and customer ID.
After completing the setup, perform a test and save if there are no issues.

4. Return to the flow.
Click on the "Retrieve Document Details" icon.

5. Select "Retrieve Document Details" for the action.
Once the setup is complete, click "Next".

6. Set the secret key, customer ID, and access token.
When you click on the field for the access token, the previously obtained "Access Token" will be displayed as an output.
After entering, perform a test and save.

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Step 4: Set up an action to update records in Notion

1. Next, click on the "Update Record" icon.

2. Enter the account information to link with Notion.
Select "Update Record" for the action.
Select "Update Record" for the trigger action.

3. Enter the app ID.
Once the entry is complete, click "Next".

4. Set the conditions for the record you want to update.
The conditions for the record you want to update can be selected from the dropdown menu.

5. Set the values for the record after the update.
When you click on the field, the output will be displayed, and you can select any one from it.
After completing the setup, perform a test and save if there are no issues.

6. With this, the flow of [Update Notion information when the contract is completed with GMO Sign] is complete.

Step 5: Test and Verify

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

Specific Use Cases for This Flow

We will also introduce use cases where the template introduced this time is useful.

1. Update client database according to contract status

When the contract is completed, the client's status is changed to "Under Contract," and a task to notify the person in charge of the next action is automatically generated.
This allows you to easily grasp the progress status for each client and share the latest information with all team members in real-time.
In addition, since you can immediately check the customer's contract history, you can use it as a material to appropriately decide the next action.
Furthermore, you will be able to make additional proposals and strengthen support based on the contract details.

2. Update project information after contract completion

The tasks required for the project are automatically registered after the contract is completed, and notifications are sent to the person in charge, allowing all project members to grasp the contract status in real-time.
This makes it easier to move to the next task immediately after the contract, and it is expected to reduce overlooked tasks.
In addition, since the priority of each task is automatically displayed, it helps to efficiently tackle important tasks.
For example, after the contract is completed, a task list necessary for the progress of the project is automatically generated, and specific instructions are notified to each member, allowing them to concentrate on their work with peace of mind.

3. Make billing procedures clear after contract completion

Once the contract is completed, billing-related tasks are automatically generated in Notion and assigned to the person in charge.
This process allows billing operations to proceed quickly and accurately.
For example, tasks such as creating and sending invoices and confirming payment deadlines are automatically added and appropriately assigned to each person in charge.
This streamlines the flow from contract to billing and makes it less likely for work to be missed.
In addition, since the progress of billing is visualized in real-time, administrators can always grasp the progress and it helps in the early detection of problems.

With Yoom's template, even programming beginners can proceed with the setup without hesitation.
Please try this convenient flow from the link below.

Examples of Other Automations Using GMO Sign and Notion

Additionally, Yoom has many examples of automations using GMO Sign and Notion, so here are a few introductions.

1. A flow that updates Salesforce information when a contract is completed with GMO Sign.
By using this template, when a contract is completed with GMO Sign, the information within Salesforce is automatically updated.
This creates more time, making it easier to proceed with other tasks.

2. This is a flow that automatically sends emails via Gmail using information from the Notion database.
By implementing this flow, emails will be created and sent via Gmail triggered by information from the Notion database.
You can allocate your valuable time to other tasks without manually creating or sending emails.

3. This is a flow to register the due dates of tasks recorded in Notion to Google Calendar.
By using this template, tasks registered in Notion are automatically added to Google Calendar.
It helps prevent registration errors and omissions, making task management more efficient.

Summary

By integrating GMO Sign with Notion, information in Notion is automatically updated once a contract is completed in GMO Sign.
The flow is triggered at the moment the contract is completed in GMO Sign, ensuring timely updates and accurate information sharing.
By connecting the apps you regularly use, repetitive tasks become smoother, allowing you to focus on more important work.
With the introduction of Yoom, automation becomes more accessible. No specialized knowledge is required, and you can start using it immediately.
Why not make your daily tasks easier with app integration?