How to Send Contracts from Notion to freee Sign by Integrating Notion with freee Sign

Before Getting Started

If you do not have a Yoom account, please create one from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "First Time with Yoom".

Yoom Account Issuance Page

First Time with Yoom

Now, let's get started!

Step 1: Integrate Notion and freee Sign with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click on Notion.

(3) The following content will appear, click "Select Page".

(4) Check the pages you want to allow and click "Allow Access".

(5) Next, register freee Sign with My Apps. Similarly, click on freee Sign from the list of new connections in Yoom.
(6) The freee Sign login screen will appear, please log in with your account.

(7) When the start screen for app integration appears, click "Allow".

Once the integration is complete, Notion and freee Sign will be registered in Yoom's My Apps.

This completes the registration of My Apps.
Next, let's set up triggers using templates!

Step 2: Setting Up Chrome Extension Triggers

(1) We will use the template introduced earlier. Click "Try it" on the banner below.

Click on "Select and launch a page on the database" in the app trigger.

(2) From the "Select the integration account and action for the app launched by the extension" screen in Notion, check if there are any errors in the account information linked with Notion, and keep the action as "Select and launch a page on the database" when launching from the extension, then click "Next".
※ Please refer to the link below for instructions on setting up triggers using the Chrome extension.

How to set up triggers using the Chrome extension

(3) From the "API connection settings for the app launched by the extension" screen, check the red frame and enter the URL sample of the launch page.

Once the input is complete, click "Test", and if no errors occur, click "Save" at the bottom.

Step 3: Retrieve Notion Page Information

(1) Next, retrieve the page information by linking with Notion.
Click "Retrieve Page Information".

(2) From the "Select the integration account and action" screen in Notion, check if there are any errors in the account information linked with Notion, and keep the action as "Retrieve Page Information", then click "Next".

(3) From the "API connection settings" screen, select the page ID from the output.

Once the selection is complete, click "Test" at the bottom, and if no errors occur, click "Save".

Step 4: Create a Contract in freee Sign from a Template

(1) Next, retrieve the page information by linking with freee Sign.
Click "Create a Contract from a Template (Input fields set to Signer 1)".

(2) From the "Select the integration account and action" screen in freee Sign, check if there are any errors in the account information linked with freee Sign, and keep the action as "Create a Contract from a Template (Input fields set to Signer 1)", then click "Next".

(3) From the "API connection settings" screen, enter the contract title, ID of the contract template to be used, ID of the user who will be the creator of the contract, and ID of the folder where the created contract will be saved.
・Contract Title: Select from output (It is possible to set it as "Company Name + Date + Fixed Text" as in this case)
・ID of the Contract Template to be Used: Select from candidates
・ID of the User Who Will Be the Creator of the Contract: Select from candidates
・ID of the Folder Where the Created Contract Will Be Saved: Select from candidates

Scroll down and select the input field ID from the candidates.
Other fields are not mandatory. Fill in the necessary sections.

Once the input is complete, click "Test", and if no errors occur, click "Save".

Step 5: Contract Sending Settings

(1) Next, set up the sending settings for the contract created in freee Sign.
Click "Send Contract".

(2) From the "Select the integration account and action" screen in freee Sign, check if there are any errors in the account information linked with freee Sign, and keep the action as "Send Contract", then click "Next".

(3) From the "API connection settings" screen, enter the contract ID, ID of the user who will be the sender of the contract, and the recipient's email address.
・Contract ID: Select from output
・ID of the User Who Will Be the Sender of the Contract: Select from candidates
・Recipient's Email Address: Select from output

Other fields are not mandatory. Select the necessary sections from the dropdown.
Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save".
(4) Finally, click "Turn on Trigger".

This completes the flowbot for "Sending Contracts from Notion via freee Sign".

Other Automation Examples Using Notion and freee Sign

At Yoom, we have many other examples of automation using Notion and freee Sign, so let us introduce a few. ‍

1. Update Notion Information When a Contract is Completed in freee Sign

The flow introduced earlier was "Send a contract from Notion using freee Sign," but in this flow, information is automatically updated in Notion when a contract is completed in freee Sign. By using this, it is expected to save the effort of manually entering information into Notion.

2. Create a quotation in Microsoft Excel using Notion database information and send an email with Gmail

By integrating Microsoft Excel and Gmail, you can automate the entire process from creating to sending quotations. You can freely customize the email content, which is expected to save manual effort and time.

3. Upload the contract file to Google Drive when the document status is changed in freee Sign

When a document created in freee Sign is modified, the contract file can be automatically uploaded to Google Drive. By automating this process, you can use the data stored in Google Drive in its most up-to-date state. This flow will be beneficial for those who want to streamline file management.

Additionally, if you want to check out templates using Notion and freee Sign, please visit the following site.

List of Flowbot Templates Using Notion

List of Flowbot Templates Using freee Sign

Summary

The integration of Notion and freee Sign seems to enable the automation and streamlining of contract operations!
By smoothly handling the entire process from sending contracts to progress management and task integration, the workload is reduced, and the speed of operations is expected to improve. Additionally, centralized information management reduces errors and allows for speedy follow-ups, enhancing the productivity of the entire team.
To further improve operational efficiency, make use of this integration and proceed with contract operations more smartly!