Send contracts from Airtable using GMO Sign

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■Overview

This is a flow for sending contracts from Airtable using GMO Sign.

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■Recommended for

1. Those in charge of contract management with Airtable

・Those who centrally manage contract-related information with Airtable

・Those who want to streamline processes by integrating Airtable with the GMO site

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2. Those who use GMO Sign in their work

・Those responsible for creating and sending contracts

・Those who want to automate the creation and sending of contracts from GMO Sign

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■Benefits of using this template

GMO Sign allows you to digitize contracts, making the creation and sending of contracts more efficient.
However, if you manage contract-related information with Airtable, you may find it time-consuming and inefficient to create and send documents manually.

This template allows you to automatically send contracts from GMO Sign when the status record in Airtable is updated.
Since you can automate the creation and sending of documents with operations only from Airtable, manual work with GMO Sign becomes unnecessary, thereby streamlining your operations.

Additionally, by automating manual creation and sending, it is possible to prevent human errors.

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■Notes

・Please integrate both Airtable and GMO Sign with Yoom.

・For instructions on how to request signatures with GMO Sign, please refer to here.

・Branching is a feature (operation) available with the Mini Plan or higher. Please note that operations set in the flow bot will result in an error if you are on the Free Plan.

・Paid plans like the Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations).

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About the Apps You Use

GMO Sign

Yoom allows you to utilize the GMO Sign API without any coding. For example, you can create contracts using information from Yoom databases, Salesforce, kintone, etc., and automatically send these contracts through GMO Sign.

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GMO Sign

Templates using

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Airtable

Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.

Related apps

Airtable