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

■Overview

This is a flow to update SPIRAL information once a contract is completed with CloudSign.

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■Recommended for‍

1. Companies creating forms with CloudSign

・Those managing documents related to transactions

・HR departments managing documents for outsourcing agreements

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2. Those managing information with SPIRAL

・Those using it for centralized management of customer information

・Those utilizing accumulated transaction-related information for analysis, etc.

■Benefits of using this template

CloudSign is a tool to streamline tasks related to forms.
By also managing information centrally with SPIRAL, you can enhance accessibility to information.
However, manually updating SPIRAL information each time a CloudSign contract is completed may increase the risk of errors.

This flow is suitable for those who want to share accurate information within their team.
By utilizing this flow, the contract completion date is automatically added to SPIRAL and data is updated after a CloudSign contract is completed.
By eliminating manual work, it not only reduces the effort of manual entry but also prevents human errors and maintains information accuracy.

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■Notes

・Please integrate Yoom with both CloudSign and SPIRAL.

・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.