How to integrate freee Sign with Google Chat to receive notifications in Google Chat when a contract is completed in freee Sign

To ensure smooth business operations, it is essential to streamline contract management.
However, manually notifying every time a contract is concluded is cumbersome.
In this article, we will introduce how to automate contract completion notifications by integrating freee Sign and Google Chat using the no-code tool Yoom.
Leverage this automation to improve business efficiency.

Recommended for

・Sales representatives who handle many contracts and aim to improve business efficiency
・Those managing contract management involving multiple departments and want to strengthen inter-team collaboration
・Project managers who prioritize real-time progress management
・Corporate personnel looking to implement automation tools to streamline post-contract procedures and verification tasks
・IT company operations personnel who want to reduce the hassle of contract processing and save time

Benefits and Examples of Integrating freee Sign and Google Chat

Benefit 1: Improved Efficiency and Time Savings

Manually notifying Google Chat when a contract is completed with freee Sign takes time and effort.
For example, sales representatives processing dozens of contracts monthly no longer need to wait for contract completion notifications via email or phone.
By implementing this automation, sales representatives can receive notifications immediately after contract conclusion on Google Chat, allowing them to take the next action based on the contract details without waiting for notifications.
As a result, reducing notification wait times increases the number of contracts processed within the same timeframe, leading to an overall improvement in business efficiency.

Benefit 2: Enhanced Team Collaboration

Automatic notifications to Google Chat after contract completion facilitate smooth team collaboration.
Previously, even after a contract was completed, it took effort to convey information to each department, potentially delaying collaboration.
For example, in manufacturing, the manufacturing, accounting, and logistics departments need to collaborate after contract completion.
By implementing this automation, notifications are automatically sent to relevant departments immediately after contract completion.
This allows the manufacturing department to adjust production schedules, the logistics department to start arranging shipments, and the accounting department to prepare invoice issuance promptly.
Real-time notifications ensure that information is communicated between departments without delay, enabling everyone to move to the next action simultaneously.

Benefit 3: Reduction of Input Errors

With manual notifications, typos or omissions can occur when entering notification content.
For example, if a sales representative manually inputs document IDs or titles into notifications, errors can affect subsequent procedures and data.
Such input errors can lead to correction work or trouble, posing a risk of reducing business efficiency and speed.
However, by using this automation, contract content is automatically notified, eliminating the need for manual input and reducing the likelihood of errors.
This allows you to proceed to the next task based on accurate data without typos or omissions.
Additionally, since notification content is standardized, all stakeholders can verify information in the same format, preventing confirmation omissions and communication errors.

[About Yoom]

How to Create an Integration Flow between freee Sign and Google Chat

So far, we have introduced the benefits of integrating freee Sign and Google Chat.
Let's quickly integrate the apps we will use this time with Yoom!
After completing the registration of My Apps, we will create a flow bot to "Notify Google Chat when a contract is completed with freee Sign".

This time, we will follow the process below.
Let's set it up together!

Integrate freee Sign and Google Chat with My Apps.
Copy the template.
Set up the trigger for freee Sign at the start of the flow and configure the subsequent operations for Google Chat.
Turn on the trigger button and verify the operation of the integration flow between freee Sign and Google Chat.

Step 1: Integrate with My Apps

Integrating with My Apps first will make the subsequent settings proceed smoothly.
First, let's integrate the freee Sign you are using with Yoom.
Select My Apps → New Connection from the left side of the Yoom page.

Search for freee Sign and log in with your ID.

Next, integrate with Google Chat.
Refer to this article for the setup.
*Integration with Google Chat is only possible with Google Workspace.
For details, refer to here.

If freee Sign and Google Chat are integrated into My Apps, you're good to go.

Step 2: Set Triggers and Actions

We will proceed using this template.

Open the template page and click on "Try this template". If you are using Yoom, please log in. If you are new, please register as a member. As you proceed, the template will be automatically copied to your workspace. Change the template name as needed. Click on "My Projects" on the left to see the copied template. Click on the ellipsis (...) on the right and select "Edit". Let's set up the app trigger. Click on "When the document status changes". You can change the title as desired. After confirming the account information to be linked, proceed to the next step. Refer to this article to set up the Webhook. Test and save once the freee sign information is reflected in the output. Next, click on "The document status is complete (concluded)". It is set by default, so proceed without changing it. Note: Branching is a feature (operation) available in some paid plans. In other plans, the operation of the flow bot being set will result in an error, so please be careful. Next, click on "Send Message". Check the account information here as well and proceed to the next step. Set the required fields. Select the message content from the output as follows. The red frame indicates the use of the output. Test this as well, and save it if successful. Thank you for your hard work. Even someone like me, who is not familiar with programming, was able to proceed easily. Here is the flow bot used this time: ↓

Other Automation Examples Using freee Sign

Additionally, Yoom offers templates using freee Sign, so let us introduce a few!

1.Update Microsoft Excel information when a contract is completed with freee Sign flow.

If you manage contract progress in Microsoft Excel, this is convenient.
You can automatically transfer document titles, signing dates, and more.

2.This is the flow to send contracts from Notion using freee Sign.

You can create and send contracts using the information registered in Notion, which helps prevent input errors.
It is recommended for those who have routine tasks of creating and sending contracts.

3.This is a flow where a contract is sent via freee Sign and the deal information is updated when a new deal is created in HubSpot.

If you manage deal information in HubSpot and conduct contracts via freee Sign, this flow is convenient.
It also automates status updates after sending, preventing duplicate sending of contracts.

Summary

This time, we introduced a flowbot that notifies Google Chat when a contract is completed with freee Sign.
This automation allows for the automatic notification of contract completion, which can improve work efficiency.
In particular, by utilizing the no-code tool Yoom, it is possible to connect applications without technical knowledge.
As a result, it is expected to significantly reduce the hassle of contract management and improve work productivity.
Please take this opportunity to try integrating freee Sign and Google Chat using Yoom.