■Overview
This is a flow to update kintone information once a contract is completed in DocuSign.
■Recommended for
1. Those who manage forms with DocuSign
・Those who utilize it for form creation
・Those who use it for integrated management from contract creation to management
2. Those who manage data with kintone
・Those who centrally manage customer company information
■Benefits of using this template
DocuSign is a tool to facilitate the creation and management of forms.
By accumulating information in kintone at the same time, you can smoothly share information with the entire team.
However, having to update kintone records every time a contract is completed in DocuSign can be a factor that hinders productivity.
This flow is suitable for those who want to save effort to improve the productivity of the entire team.
In this flow, once a contract is completed in DocuSign, the sending date is added to the kintone record where the envelope ID was previously registered.
By automatically adding records and reducing manual work, you can use the time for other tasks, allowing you to focus on core tasks and improve productivity.
■Notes
・Please integrate Yoom with both DocuSign and kintone.
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