How to integrate kintone with Adobe Acrobat Sign to send contracts from kintone using Adobe Acrobat Sign

In modern business, speed is essential, yet many companies spend time and effort manually sending contracts. Sending contracts manually is time-consuming and carries the risk of human error. By integrating kintone with Adobe Acrobat Sign, you can send contracts with a single click from kintone. This enables quick contract dispatch and helps prevent human errors. This article introduces how to integrate kintone with Adobe Acrobat Sign without coding. You can refer to it even if you lack specialized knowledge. Recommended for: - Those using kintone and Adobe Acrobat Sign - Those using kintone and Adobe Acrobat Sign and considering streamlining their operations - Those who want to reduce human errors by integrating kintone and Adobe Acrobat Sign - Those who want to achieve a rapid contract sending process by integrating kintone and Adobe Acrobat Sign Benefits and Examples of Integrating kintone and Adobe Acrobat Sign Benefit 1: Streamlining Contract Operations When sending contracts to specific customers registered in kintone, manual work is common. You need to open an email, draft a message, and attach the contract, making it a challenging process to streamline. By integrating kintone with Adobe Acrobat Sign, you can send contracts with a single click from the customer page in kintone, improving the efficiency of the responsible person's work. For example, in sales departments handling many contracts, creating and sending contracts alone can become a massive workload. Streamlining contract dispatch can reduce the time spent by the responsible person, allowing them to allocate more time to other sales activities. Benefit 2: Avoiding Human Errors Manual contract dispatch can lead to human errors. Mistakes in email addresses, typos, and missing attachments are errors that occur due to manual work. By integrating kintone with Adobe Acrobat Sign, you can attach and send contracts with a pre-set message in one click, preventing human errors and enabling accurate business progress. For example, even busy personnel handling multiple tasks can prevent mistakes in contract dispatch by using this integration. Additionally, the elimination of confirmation tasks during dispatch can significantly reduce the burden. Benefit 3: Rapid Contract Process Sending contracts manually can be time-consuming if you are not accustomed to it. If you want to conclude contracts quickly, manual dispatch takes time. By enabling contract dispatch with a single click through integration, you can expect a faster contract conclusion process. For example, in short-term contracts, delays in conclusion can lead to delays in delivery. However, by quickly dispatching contracts through tool integration, the fastest possible contract conclusion becomes achievable. Now, let's introduce how to send contracts from kintone using Adobe Acrobat Sign with the no-code tool Yoom. [Yoom Overview] How to Send Contracts from kintone Using Adobe Acrobat Sign This method is achievable by using a Chrome extension to receive customer information registered in kintone via kintone's API and sending contracts using the API provided by Adobe Acrobat Sign. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge. We will create this in the following major processes: - Register kintone and Adobe Acrobat Sign as My Apps - Copy the template - Set the trigger for the Chrome extension and kintone, followed by the Adobe Acrobat Sign settings - Turn on the trigger button and verify the integration operation between kintone and Adobe Acrobat Sign If you haven't used Yoom yet, please register for free from [here](https://lp.yoom.fun/). If you are already using Yoom, please log in.

Step 1: Integrate kintone and Adobe Acrobat Sign with My Apps

First, register kintone and Adobe Acrobat Sign with My Apps to integrate them with Yoom.

1. Select "My Apps" on the left side of the Yoom management screen and click "+ New Connection".

2. On the following screen, search for kintone and Adobe Acrobat Sign and proceed to the next screen.

For kintone:

・Enter the subdomain, client ID, and client secret on the above screen and click "Add".
Then, select "Authorize" on the following screen to complete the registration with My Apps.
※ The method to obtain each item required for My Apps registration is explained on this help page.

※ If you cannot register with My Apps, please check the solutions on this page.

For Adobe Acrobat Sign:

・Enter the Application ID and Client Secret, and click "Add" to complete the registration with My Apps.
※ Detailed instructions for My Apps registration are explained on this help page.

3. Copy the template for integrating kintone and Adobe Acrobat Sign.

・Open the link below.

・Click "Try this template" to complete the copy.

Step 2: Install Chrome Extension

Next, set up the installation of the Chrome extension.

1. Select "My Projects" in the Yoom management screen and click "Send contracts from kintone with Adobe Acrobat Sign [Copy]".
※ You can change the template title on the next screen.

2. Click "Install Extension".
※ For more information about the Chrome extension, please check here.

3. Click "Add to Chrome".

4. Click "Add Extension" to complete the extension setup.

Step 3: Set up kintone as a Trigger

This flow allows you to trigger directly from kintone using the Chrome extension as a trigger.

1. Click "Chrome Extension Trigger Launch from Record Detail Page".

2. Confirm the account linked with kintone and click "Next".
※ Other items are set by default.

3. Enter the sample URL of the launch page and click "Test".
※ The sample URL of the launch page is set to the customer page link where you want to send the contract with Adobe Acrobat Sign. Details are explained on the help page.

4. If the test is successful, the information retrieved from kintone will be obtained in the output.
Save if there are no issues.

Step 4: Set Up Sending Contracts with Adobe Acrobat Sign

1. Click "Integrate with App Request Electronic Signature (Use Template)".

2. Confirm the account linked with Adobe Acrobat Sign and click "Next".
※ Other items are set by default.

3. Set up the contract to be sent.
※ Base URI and Template ID can be selected from "Suggestions" displayed when clicking the frame.
※ Contract name can be directly input as a template. It can also be set from the output "Launch from Record Detail Page" displayed when clicking the frame. (Values are displayed in double brackets) This allows dynamic reflection of content that changes for each customer.

4. Set up email addresses, signing order, roles, and messages.
※ Email addresses and messages can be selected from the output "Launch from Record Detail Page" displayed when clicking the frame. (Values are displayed in double brackets) This allows dynamic reflection of content that changes for each customer. Messages can also be directly input as a template.
※ The role is set to "Signer" by default.
※ To request signatures from multiple people, you can set it from "+ Add Signer Information".

5. Conduct a test, and if successful, the contract will be sent with Adobe Acrobat Sign.
Save if there are no issues.

6. Turn on the trigger and activate the flow bot.

7. When launching the flow bot, open the customer page in kintone where you want to send the contract.
Then, click the extension icon in the upper right and select Yoom.

8. The created flow will be displayed, so click "Launch".

9. Click "Launch" to send the contract with Adobe Acrobat Sign to the specified customer from kintone.

If you have any questions about the introduced flow, please check the help page.

Other Automation Examples Using kintone

There are many other examples of automation using kintone on Yoom, so here are a few introductions.

1. Notify Chatwork when a record is registered in kintone

When a record is registered in kintone, you can automatically notify Chatwork.
This integration is expected to reduce manual notification tasks and facilitate smooth information sharing.
As a result, work efficiency will improve, and collaboration between teams will be strengthened.

2. Create a folder in Google Drive when a record is registered in kintone

When a record is registered in kintone, a dedicated folder can be automatically created in Google Drive.
This integration reduces the workload of the person in charge and prevents missing folder creation, enabling efficient and accurate folder management.

3. Register an employee in freee HR when a record is registered in kintone

When employee information is registered in kintone, it can be automatically reflected in freee HR.
This integration can reduce the workload of HR personnel, prevent registration errors, and improve the accuracy of employee information management.

Summary

Manually sending contracts is time-consuming and labor-intensive, making quick completion difficult.
There is also a risk of human error during transmission.
By integrating kintone with Adobe Acrobat Sign, you can send contracts with a single click, enabling accurate and swift business operations.
The integration of kintone and Adobe Acrobat Sign can be implemented without programming knowledge by using Yoom.
Simply follow the steps outlined in this article to set it up, and take this opportunity to achieve integration between the tools.