Send contracts from Airtable using freee Sign

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■Overview

This is a flow to send contracts from Airtable using freee Sign.

By using a trigger with a Chrome extension, you can directly activate the trigger from Airtable.

■Recommended for

1. Those who manage and create forms using freee Sign

・Those who manage forms such as contracts

・Those who create documents for employment contracts or business consignment contracts

2. Companies managing projects with Airtable

・Those who register company information as records


■Benefits of using this template

freee Sign is an effective tool for streamlining the entire process of sending forms.
It allows you to create contracts based on the information registered in Airtable and associate it with centrally managed information, facilitating smooth access to information.
However, manually entering the registered information from Airtable each time to create contracts with freee Sign can decrease work efficiency.


By using this flow, you can automatically create and send contracts by activating the flow from the detail page in Airtable.
Since the contract creation references the registered information in Airtable, it significantly reduces manual work.
Additionally, by utilizing the referenced information for contract creation, it prevents input errors and omissions that could occur during manual work.

■Notes

・Please integrate both freee Sign and Airtable with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

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freee Sign
freee Sign
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Airtable
Airtable
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freee Sign
Yoom allows you to utilize the freee Sign API without any coding. By integrating freee Sign with Yoom, you can automate everything from the creation to the sending of contracts. Additionally, you can synchronize freee Sign information with Yoom's database, enabling its use for various purposes.
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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.
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