■Overview
This is a flow to create a contract with one click from kintone and send it via CloudSign.
By using a trigger with a Chrome extension, you can directly activate the trigger from kintone.
■Recommended for
1. Those who utilize kintone for business
・Those who use it for centralized management of personal and corporate information
・Those who register detailed contract information in a subtable (table) with each update and use it for form creation
2. Those who manage contracts with GMO Sign
・Those who want to efficiently handle tasks up to contract conclusion
■Benefits of using this template
kintone is a tool that allows centralized management of information by registering detailed information for each contract in a subtable (table) of records and managing it simultaneously with basic information.
However, manually entering kintone information each time a contract is created can decrease work efficiency.
By using this flow, you can automatically create contracts by referencing information from kintone's subtable (table) and send them via CloudSign.
Automating the contract creation process can help avoid human errors such as input mistakes or omissions.
Additionally, by allocating the time previously spent on contract-related tasks to other tasks, you can streamline business operations and enhance productivity.
■Notes
・Please integrate Yoom with both kintone and CloudSign.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
.avif)
.png)
.avif)
