■Overview
This is a flow to update information in RakuRaku Sales 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 centralized management of contract-related information
2. Those who manage data with RakuRaku Sales
・Those who centrally manage information of client companies
■Benefits of using this template
DocuSign is a tool that can be used to streamline the creation of forms.
By accumulating information related to forms in RakuRaku Sales, you can smoothly conduct centralized information management.
However, updating RakuRaku Sales information every time a contract is completed in DocuSign can take away time from creative tasks.
This flow is suitable for those who want to secure time to focus on core tasks.
In this flow, once a contract is completed in DocuSign, the sending date is added to RakuRaku Sales, where the envelope ID was pre-registered, eliminating the need for manual input.
By automating information updates, you can ensure highly accurate information and facilitate smooth business operations.
Additionally, by reducing the time spent on manual tasks, you can concentrate on more important tasks.
■Notes
・Please integrate Yoom with both DocuSign and RakuRaku Sales.
・RakuRaku Sales is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections of the flow bot you set will result in errors, so please be cautious.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
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