■Overview
This is a flow to update SPIRAL information once a contract is completed with freee Sign.
■Recommended for
1. Those who manage documents with freee Sign
・Those who use templates for creating documents such as contracts
・Those who utilize it for centralized management of documents
2. Those who accumulate data with SPIRAL
・Those who centrally manage transaction and contract information
■Benefits of using this template
freee Sign is an effective tool for streamlining the entire process from document creation to management.
However, manually updating SPIRAL information every time a contract is completed with freee Sign can lead to inefficient work practices.
This flow is suitable for those aiming to streamline team operations.
In this flow, once a contract is completed with freee Sign, the registered SPIRAL information is updated, eliminating the need for manual work.
Automation allows for information to be added without waiting for manual input, efficiently sharing information with the team.
■Notes
・Please integrate both freee Sign and SPIRAL with Yoom.
・Branching is a feature available with the Mini Plan or higher (Operation). If you are on the Free Plan, the operation set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Mini Plan offer a two-week free trial. During the free trial, you can use restricted apps and AI features (Operations).
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