■Overview
This is a flow to update information in Google Sheets once a contract is completed in CloudSign.
■Recommended for
1. Companies that create forms using CloudSign
・Those who create and manage documents with client companies
・HR departments managing documents for outsourcing agreements
2. Those who manage information using Google Sheets
・Those who centrally manage details of forms
・Those who use it for information sharing within the team
■Benefits of using this template
CloudSign is a tool that allows for smooth document signing.
Additionally, managing information in Google Sheets facilitates smooth information sharing within the team.
However, updating Google Sheets information each time a contract is completed in CloudSign makes it difficult to maintain the latest information.
This flow is suitable for those who want to keep shared information up-to-date without hassle.
By utilizing this flow, once a contract is completed in CloudSign, the document signing date is automatically added to Google Sheets, and data is updated.
This eliminates the need for manual entry, preventing human errors such as input mistakes or omissions.
■Notes
・Please integrate both CloudSign and Google Sheets with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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