Once the contract is completed with freee Sign, update the information in kintone.

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  3. Once the contract is completed with freee Sign, update the information in kintone.
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■Overview

This is a flow to update kintone information once a contract is completed with freee Sign.

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■Recommended for‍

1. Those who manage documents with freee Sign

・Those who utilize templates for document creation

・Those who use it for centralized management of documents

‍

2. Those who manage data with kintone

・Those who centrally manage information of client companies and documents

‍

■Benefits of using this template

freee Sign is a tool that can streamline operations by shortening the tasks leading up to contract conclusion.
By accumulating data in kintone, centralized management is achieved, enhancing access to necessary information.
However, having to update kintone records every time a contract is completed with freee Sign takes away time from core tasks that should be focused on.

By utilizing this flow, once a contract is completed with freee Sign, the completion time is added to the kintone record.
This automation eliminates manual work, allowing more time for core tasks, thereby improving productivity.

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■Notes‍

・Please integrate both freee Sign and kintone with Yoom.

・Branching is a feature available with plans of Mini Plan or higher (Operation). If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful.

・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (Operations).

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kintone
×
freee Sign
– See what else you can do.
About the apps you use
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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With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
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