Once the contract is completed with CloudSign, update the information in Rakuraku Sales.

■Overview

This is a flow to update information in Raku-Raku Sales once a contract is completed in CloudSign.

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■Recommended for‍

1. Companies that create forms, etc., using CloudSign

・Those who create and manage documents related to transactions

・HR departments managing documents for outsourcing agreements

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2. Those managing information in Raku-Raku Sales

・Those using it for centralized customer information management

・Those registering information related to transactions

■Benefits of using this template

CloudSign is a tool that allows for smooth creation and management of forms related to contracts.
Additionally, by registering contract statuses in Raku-Raku Sales, information is smoothly shared within the team.
However, manually updating Raku-Raku Sales information every time a contract is completed in CloudSign can hinder focus on other tasks.

By utilizing this flow, once a contract is completed in CloudSign, the data in Raku-Raku Sales is automatically updated, reducing the effort of manual input.
Automating manual tasks allows you to spend time on other tasks, making business operations smoother.

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■Notes

・Please integrate both CloudSign and Raku-Raku Sales with Yoom.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

・Raku-Raku Sales is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.