How to link kintone with freee Sign and send contract information from kintone to freee Sign

Step 1: Connect kintone and freee Sign with My Apps

Before diving into detailed settings, let's connect Yoom with the apps you'll be using this time.
After logging into Yoom, click on "+ New Connection" from "My Apps" in the left menu.

Enter the name of each app and proceed with the input according to the displayed content.
For the information required to connect kintone, please refer to the link below.

kintone My Apps Connection

Once the connection is made, it will be displayed in the My Apps list, so please check it.

If freee Sign is also displayed in the same way, the My Apps connection settings are complete. Let's move on to the next setting.

Next, copy the template to My Projects and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the redirected page
3. Register for Yoom
* If you are already registered, the login screen will be displayed, so please log in.

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Step 2: Set Triggers with Google Chrome Extensions

Please click "Launch from Record Details Page".
Get the Google Chrome extension from the link provided.

Please note that some paid plans do not support the extension.
Refer to the following link for detailed information and setup instructions.

How to Set Triggers Using Chrome Extensions

Follow the displayed instructions to install and pin it to the toolbar.
After the detailed content, check the account information that has completed My App integration.

The title can be changed to something more understandable, but the action cannot be changed.
After checking the account information, click "Next".

Enter a sample URL of the launch page to test the extension.
If the test is successful, numbers will be reflected in the App ID and Record ID parts of the output.

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Once the output is obtained, click "Save" to complete the contract creation settings.

Step 3: Set Up to Retrieve Records in kintone

Next, click "Retrieve Records".
On the first page, there is a field to specify the App ID below the kintone account information.

Enter the numbers obtained earlier in the App ID field.
Once entered, click "Next" to specify the conditions for retrieving records.

Set it to retrieve row information where the Record Number equals the Record ID.
Click "Test" and once the output is obtained, click "Save" to complete the record retrieval settings.

Step 4: Set Up for Contract Creation in freee Sign

Click "Create Contract from Template".
On the first page, confirm the account information as you did with kintone and proceed to the next step.

On the next page, set the contents of the contract.

Retrieve and enter the required fields from the output or within the URL.
Once everything is entered, click "Test" to obtain the output.

Once the output is confirmed, click "Save" to complete the contract creation settings.

Step 5: Set Up to Send Contracts in freee Sign

Finally, click "Send Contract".
On the first page, only confirm the account information.

On the next page, set the email address and signature method for sending the contract.

Utilize the output to select from the dropdown and fill in the fields, then click "Test" to check for errors.
If there are no issues, click "Save" to complete all settings.

Finally, turn on the trigger and activate the template!

This makes contract creation more efficient.

The flowbot template used this time
Send Contracts from kintone via freee Sign

Other Automation Examples Using kintone and freee Sign

There are many other examples of automation using kintone and freee Sign in Yoom, so let me introduce them.

1. By integrating kintone with freee HR Labor, employee information management becomes more efficient. When there is an update to employee information in freee HR Labor, it can be automatically reflected in kintone. This could be useful for companies with a large number of employees when there are changes to surnames or addresses.

2. It is also possible to integrate kintone with freee Invoices. When a record is added in kintone, an invoice can be automatically created in freee Invoices. This can improve operational efficiency, especially when managing expense-related tasks with a small team.

Summary

With Yoom, you can easily integrate kintone and freee Sign without any programming knowledge. By automating the process from contract creation to sending, you can reduce the hassle of document creation and improve operational efficiency. If you want to enhance the quality of your work or reduce the time spent on document creation, register for free with Yoom and experience an efficient workflow.