Update the information in SPIRAL once the contract is completed with DocuSign.

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■Overview

This is a flow to update SPIRAL information when a contract is completed with DocuSign.

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■Recommended for‍

1. Those who manage forms with DocuSign

・Those who utilize it for creating forms such as contracts

・Those who use it for centralized management of forms

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2. Those who manage data with SPIRAL

・Those who centrally manage transaction and contract information

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■Benefits of using this template

DocuSign is an effective tool for streamlining a series of tasks from form creation to management.
By also accumulating information related to forms in SPIRAL and utilizing it in operations, you can enhance accessibility to information.
However, having to update SPIRAL information every time a contract is completed with DocuSign makes it difficult to maintain the currency of information.

This flow is suitable for those who want to share highly accurate information within the team.
In this flow, after a contract is completed with DocuSign, the sending date and time are added to SPIRAL where the envelope ID was previously registered.
By automatically adding information, you can save the effort of manual work and quickly share the latest information with the team.
Additionally, it helps avoid human errors, thereby smoothing the progress of operations.

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■Notes‍

・Please integrate Yoom with both DocuSign and SPIRAL.

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About the Apps You Use

DocuSign

Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.

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Templates using

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SPIRAL®

At Yoom, you can utilize SPIRAL's API without any coding. For example, you can retrieve information from SPIRAL via the API and integrate it with other SaaS tools or automatically create documents. Additionally, it is possible to automate tasks such as registering information to SPIRAL or attaching files.

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