Once the contract is completed with GMO Sign, update the information in Microsoft Excel.

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■Overview

This is a flow to update information in Microsoft Excel once a contract is completed with GMO Sign.

■Recommended for

1. Those who manage forms with GMO Sign

・Those who use it to efficiently manage contracts

・Those who improve work efficiency by visualizing contract details

2. Those who manage data with Microsoft Excel

・Those who accumulate transaction and customer information

■Benefits of using this template

GMO Sign is a tool that can be utilized to smoothly conduct tasks related to created contracts.
However, manually updating Microsoft Excel information every time a contract is completed with GMO Sign may cause delays in information sharing.

By utilizing this flow, you can automatically update Microsoft Excel information after a contract is completed with GMO Sign, eliminating the need for manual work.
Additionally, by avoiding human errors from manual input, you can maintain high accuracy in the shared information.
By allocating the time previously spent on manual work to other tasks, you can streamline and enhance work efficiency.

■Notes

・Please integrate both GMO Sign and Microsoft Excel with Yoom.

・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

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Yoom allows you to utilize the GMO Sign API without any coding. For example, you can create contracts using information from Yoom databases, Salesforce, kintone, etc., and automatically send these contracts through GMO Sign.
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Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
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