Send contracts from kintone using CloudSign

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■Overview

This is a flow for sending contracts from kintone using CloudSign.

By using a trigger with a Chrome extension, you can directly activate the trigger from kintone.

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■Recommended for‍

1. Those who utilize CloudSign in their business

・Those who use it for contract creation

・Those who centrally manage concluded documents

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2. Companies that register information with kintone

・Those who centrally manage company information, etc.

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■Benefits of using this template

CloudSign is a tool that can be used to streamline related tasks up to contract conclusion.
By centrally managing related information with kintone, you enhance access to information within the team.
However, manually entering kintone registration information into CloudSign to create contracts each time can lead to a loss of business opportunities.

By using this flow, you can create contracts from the kintone record page, automating the contract creation process.
You can significantly reduce the time spent on contract creation, allowing you to allocate time to other tasks and smooth the overall progress of operations.
Additionally, by using the referenced information to create contracts, you can prevent human errors.

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■Notes‍

・Please integrate both CloudSign and kintone with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

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About the Apps You Use

kintone

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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kintone

Templates using

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CloudSign

It is possible to utilize CloudSign's API without code by using Yoom. By integrating Yoom with CloudSign, you can automate the entire process from contract creation to sending using the API, and automatically upload signed documents to file management services like Google Drive. Additionally, you can aggregate and synchronize CloudSign document information in Yoom's database.

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