■Overview
This is a flow for sending contracts from SPIRAL using freee Sign.
By using a trigger with a Chrome extension, you can directly activate the trigger from SPIRAL.
■Recommended for
1. Those who use freee Sign for creating and managing forms
・Those responsible for creating forms such as contracts
・Those responsible for managing forms
2. Companies that centrally manage information with SPIRAL
・Those who centrally manage company information
■Benefits of using this template
freee Sign is a tool that can be utilized to streamline tasks related to form creation.
By creating contracts based on the information registered in SPIRAL, you can link contracts with registered information and facilitate smooth information management.
However, manually entering SPIRAL information each time to create contracts with freee Sign wastes valuable time.
By using this flow, you can automatically create and send contracts by activating the flow from the SPIRAL details page. Additionally,
since the contract creation is done by referencing the registered information in SPIRAL, you can avoid human errors from manual work.
Moreover, by automating the process, you can allocate the time spent on manual tasks to other operations, allowing the entire team to focus on important tasks and ensuring smooth business progress.
■Notes
・Please integrate both freee Sign and SPIRAL with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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