■Overview
This is a flow to update information in Airtable once a contract is completed in CloudSign.
■Recommended for
1. Companies that create forms using CloudSign
・Those who create and manage documents related to transactions
・HR departments managing documents for outsourcing agreements
2. Those who manage information with Airtable
・Those who manage the progress and information of tasks related to projects
・Those who accumulate and utilize information related to transactions for analysis
■Benefits of using this template
CloudSign is a tool for efficiently managing form creation and contract completion.
By also registering the progress of tasks related to contracts in Airtable, it visualizes data and facilitates smooth business operations.
However, manually updating Airtable information every time a contract is completed in CloudSign can lead to significant time loss in the long run.
This flow is suitable for those who want to save time spent on manual tasks and focus on core business activities.
By utilizing this flow, the contract completion date is automatically added to Airtable after a contract is completed in CloudSign, updating the data.
By eliminating manual work and automating processes, you can use valuable time for high-priority tasks, leading to improved business efficiency.
■Notes
・Please integrate both CloudSign and Airtable with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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