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In contract operations, do you feel the challenge of "a contract being signed but the progress not being immediately shared with stakeholders, causing delays in the next actions"? For those using freee Sign and Microsoft Teams, avoiding the hassle of information sharing is crucial.
The solution to this problem is app integration using Yoom. By setting up a system where the entire team is notified in Microsoft Teams when a contract is completed in freee Sign, information sharing among responsible parties becomes smoother, and work efficiency can be expected to improve.
This article introduces how to integrate freee Sign and Microsoft Teams using Yoom, which can be set up without programming knowledge. Let's aim to streamline contract operations with this integration.
The system of receiving notifications in Microsoft Teams when a contract is completed in freee Sign greatly aids in improving work efficiency. Even if a contract is signed in the sales department, if the progress is not properly shared, the next actions may be delayed.
By using this integration, the completion of contracts can be easily understood by all stakeholders, allowing for prompt responses.
</span>Receiving notifications can reduce the likelihood of issues such as "deadlines being missed due to delayed information sharing." It is particularly useful in situations where sales, accounting, and management departments collaborate.
You can manage contract progress on a single platform by being able to check the status of contract procedures being advanced in freee Sign on Microsoft Teams.
Even when the accounting department needs to check the status of contract processing, they can track the status from the channel on Microsoft Teams without logging into freee Sign.
This system is expected to reduce the time and effort of moving between tools. Additionally, it can potentially prevent issues such as "work being delayed while waiting for confirmation from other departments." It is particularly effective in projects involving multiple departments.
Notifying Microsoft Teams when a contract is completed in freee Sign leads to smoother communication.
For example, if there are follow-up tasks after the contract is completed, questions or confirmations regarding those tasks can be conducted directly in the chat.
This makes communication easier and contributes to strengthening collaboration among members.
Smoother interactions may lead to improved work efficiency.
From here, we will set up the flow between freee Sign and Microsoft Teams using Yoom.
The flow this time is "Notify Microsoft Teams when a contract is completed in freee Sign."
The initial setting is "When the document status changes".
On the first page, the account information of freee Sign linked with My Apps is displayed.
Please check the account information, make any necessary title corrections, and proceed to the next step.
On the next page, use the Webhook URL to set up the flow trigger.
Copy the displayed URL and configure it in the freee Sign management screen.
The configuration is done on the freee Developer Site. Please proceed with reference to the link below.
After setting up the Webhook, <span class="mark-yellow">conclude a temporary document in freee Sign and click "Test" once the status changes to "Completed".</span>
If the test is successful, specific values will be reflected next to the output items above.
After confirmation, click "Save" to complete the app trigger setup.
Next is the setting for "Document status is completed".
Here, you will set up the decision on whether to send a message to Microsoft Teams.
By setting it as shown in the image above, only those with a "Completed" status obtained in the "Document status changed" flow will proceed to the next flow.
Documents with statuses like "Needs Review" will be filtered out.
Once the setup is complete, click "Save" to finish the branching setup.
The final setting is "Send a message to the channel".
On the first page, as with freee Sign, make title corrections and verify account information before proceeding.
On the next page, set the details for notifying Microsoft Teams.
Select the team ID and channel ID from the options, and use the output to configure the message content.
You can also limit who to mention at this time.
Once the setup is complete, click "Test" and if the notification reaches the specified channel, the test is successful, so click "Save" to complete the setup.
Finally, turn on the trigger.
With this, the flow is activated, and completed contracts in freee Sign are now notified to Microsoft Teams.
The flow set up this time is as follows.
Sending Contracts from kintone via freee Sign
This flow utilizes information registered in kintone to easily create and send contracts using freee Sign. This system is expected to reduce manual work and improve the efficiency of contract creation. It is anticipated to lighten the workload of sales representatives and reduce the risk of errors. Recommended for companies looking to shorten the time required for contract creation and dispatch.
Store PDFs signed with freee Sign in Yoom's database
This is a flow that automatically stores PDFs, which have been completed with freee Sign, into Yoom's database. This integration is expected to streamline contract management, improve searchability, and centralize information. It is an ideal system for companies that find document management cumbersome.
Update Google Spreadsheet Information When Contract is Completed with freee Sign
This flow automatically updates related information in a Google Spreadsheet when a contract is concluded with freee Sign. It reduces the effort of data updating and is expected to improve the accuracy of information management. Recommended for those who want to streamline contract data management in spreadsheets.
Through the integration of freee Sign and Microsoft Teams, managing contract flows and sharing information becomes more efficient.
With Yoom, you can easily set up integration flows without programming knowledge, reducing the burden of notifications and data management.
By implementing this system, you can expect to keep track of contract progress and prevent task omissions. Why not register for free with Yoom and experience the convenient integration with a two-week free trial? Streamline your team's work and achieve smoother business operations!
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