■Overview
This is a flow for sending contracts from Airtable using CloudSign.
By using a trigger with a Chrome extension, you can directly initiate the trigger from Airtable.
■Recommended for
1. Those who manage the creation of forms using CloudSign
・Those who centrally manage forms
・Those who want to streamline the series of tasks leading up to contract signing
2. Companies managing projects with Airtable
・Those who aggregate and register information for centralized management
■Benefits of using this template
CloudSign is an effective tool for streamlining tasks related to contract signing.
By registering information in Airtable and creating contracts based on that information, you can facilitate smooth business operations.
However, manually entering registered information from Airtable each time to create contracts may hinder digital progress.
By using this flow, you can automatically create and send contracts based on the information from Airtable's detail page, reducing manual effort.
Automating most of the contract creation tasks allows you to spend more time on other tasks, accelerating the overall progress of the team's operations.
Additionally, by utilizing the referenced information to create contracts, you can prevent human errors before they occur.
■Notes
・Please integrate both CloudSign and Airtable with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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