Integrate kintone with freee Sign to automatically create and send contracts via freee Sign when a record is retrieved in kintone.

You can set it up in the following four steps.

1. Register kintone and freee Sign as My Apps
2. Open the template
3. Set triggers and actions
4. Verify the automation of kintone and freee Sign

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Step 1: Register kintone and freee Sign as My Apps

Please register kintone and freee Sign as My Apps to connect them.
Registering as My Apps first makes automation settings easier.

Let's register kintone as My App.
Refer to the help page here and register as My App.

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

The following screen will be displayed, so please log in to freee Sign.

Once kintone and freee Sign are displayed in My Apps, the registration is complete.

Step 2: Open the Template

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

Let's check the following screen display and click "OK".

The following screen will be displayed, so please check the "Title" and "Description".
If you want to make changes, you can do so from the page below.
To set up launching from the record detail page first, click "Launch from Record Detail Page".

Step 3: Set Triggers and Actions

When the following screen is displayed, check the setup method.
Here, we will set up triggers using the Chrome extension, so please check the details from here.
Since we will be using the Chrome extension, please install it from here.

Scroll down and check the following settings.

• "Title" → Set as desired
• "Account information linked with kintone" → Confirm if correct
• "Action when launching from extension" → Launch from record detail page
  

The following screen will be displayed, so please check the setup method.

Scroll down and set the "URL sample of the launch page".
After completing the setup, click "Test" → "Test Successful" → "Save".

Next, to set up retrieving records, click "Retrieve Records".
When the following screen is displayed, please check the settings.

• "Title" → Set as desired
• "Account information linked with kintone" → Confirm if correct
• "Execute Action" → Retrieve Records
  

Scroll down and set "Database Integration".

The following screen will be displayed, so set the "Conditions for the records you want to retrieve".
Use the output from "Launch from Record Detail Page" to set it as follows.
You can select the output by clicking the arrow in the red frame.
After completing the setup, click "Test" → "Test Successful" → "Save".

Next, to set up retrieving rows from a subtable of a specific record, click "Retrieve Rows from Subtable of Specific Record".

• "Title" → Set as desired
• "Account information linked with kintone" → Confirm if correct
• "Execute Action" → Retrieve Rows from Subtable of Specific Record
  

Scroll down and set "Database Integration".

When the following screen is displayed, click "Conditions for the target record".
Set it as follows.

Scroll down and set "Conditions for the rows of the subtable you want to retrieve".
Set it as follows.

Next, to set up creating a contract with freee Sign, click "Create Contract from Template (Input Fields Set to Signer 1)".
When the following screen is displayed, please check the settings.

• "Title" → Set as desired
• "Account information linked with freee Sign" → Confirm if correct
• "Action" → Create Contract from Template (Input Fields Set to Signer 1)
  

The following screen will be displayed, so please check the precautions.

When the following screen is displayed, set the "Contract Title".
Use the output from "Retrieve Records" to set it.

Next, please set the following required fields.

Scroll down and set the "Input Fields".
After completing the setup, click "Test" → "Test Successful" → "Save".

Next, to set up sending the contract, click "Send Contract".
When the following screen is displayed, please check the settings.

• "Title" → Set as desired
• "Account information linked with freee Sign" → Confirm if correct
• "Action" → Send Contract
  

The following screen will be displayed, so please check the precautions.

Scroll down and set the "Contract ID".
Use the output from "Create Contract from Template" to set it.

Scroll down and set the "User ID of the contract sender".

Scroll down and set the "Recipient Information".
Use the output from "Retrieve Records" in kintone for the "Recipient Email Address".
After completing the setup, click "Test" → "Test Successful" → "Save".

Step 4: Verify the Automation of kintone and freee Sign

Finally, click "Turn on Trigger" to complete the automation setup.
Let's check if the flowbot starts correctly.

Other Automation Examples Using kintone and freee Sign

1. This is a flow that automatically updates kintone information when a contract is completed with freee Sign.
‍Since kintone data can be automatically updated after the contract is completed, there is no need to update it manually.

2. This is a flow where a contract is automatically sent via freee Sign when the status in kintone is updated.
You can send a contract via freee Sign starting from a status update in kintone.
This eliminates the need to manually operate freee Sign according to the status, reducing effort.

3. This is a flow to register an employee in freee HR when a record is registered in kintone.
It eliminates the manual effort of registering employees, thereby reducing the workload for the person in charge.

Summary

This time, we introduced a flow to create a contract with one click from kintone and automatically send it via freee sign.
This reduces manual workload and prevents human error.

Yoom's automation can be easily implemented without any special skills.
If you are interested, please register for free here.