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

■Overview

This is a flow to update information in Raku-Raku Sales 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 it for document creation

・Those who use it for centralized management of information related to contracts

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2. Those who accumulate data with Raku-Raku Sales

・Those who manage information related to transactions and contracts

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■Benefits of using this template

freee Sign is a tool that can be used for smooth document execution.
However, manually updating Raku-Raku Sales information every time a contract is completed with freee Sign can be considered a step backward in the modern era.

This flow is suitable for those who want to automate tasks and improve work efficiency.
In this flow, after a contract is completed with freee Sign, the sending date and time are added to the Raku-Raku Sales database.
By automating information updates, it not only reduces manual effort but also prevents human errors, ensuring smooth business operations.
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■Notes‍

・Please integrate both freee Sign and Raku-Raku Sales with Yoom.

・Branching is a feature available with the Mini Plan or higher (operation).

・Raku-Raku Sales is an app available only with the Team Plan and Success Plan. If you are using the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.