■Overview
This is a flow to update Airtable information once a contract is completed with freee Sign.
■Recommended for
1. Those who manage documents with freee Sign
・Those who utilize it for quick document creation
・Those who use templates for contract creation
2. Those who manage data with Airtable
・Those who manage customer companies and contract information
■Benefits of using this template
freee Sign is a useful tool for the rapid creation of documents.
By simultaneously managing related information centrally in Airtable, the entire team can smoothly access the information used in operations.
However, manually updating Airtable information each time a contract is completed with freee Sign may lead to decision-making delays.
In this flow, once a contract is completed with freee Sign, the completion date is automatically added to the Airtable information, eliminating the need for manual work.
By automatically adding information related to contract completion, you can keep Airtable information up to date.
Additionally, by eliminating manual work, you can avoid the risk of human error and ensure smooth business operations.
■Notes
・Please integrate both freee Sign and Airtable with Yoom.
・Branching is a feature available with plans of Mini Plan or higher (Operations). If you are on the Free Plan, the operations of the configured Flow Bot will result in an error, so please be careful.
・Paid plans like 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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