Use the information from the Notion database to create and send contracts with ContractS CLM.
Use the information from the Notion database to create and send contracts with ContractS CLM.
Launch this workflow to connect
Notion &
ContractS CLM
!
■Overview
This is a flow to create and send contracts using ContractS CLM with information from the Notion database.
By using a trigger with a Chrome extension, you can directly initiate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who centrally manage information in a database
・Those who manage information related to contract details
2. Companies utilizing ContractS CLM
・Those who use it to streamline tasks related to contract execution
■Benefits of using this template
Notion is a tool that can enhance accessibility to business-related information by centrally managing all kinds of information.
However, manually entering information registered in Notion to create contracts in ContractS CLM each time takes away time from core tasks that should be focused on.
This flow is suitable for those who want to quickly issue contracts and allocate time to other tasks.
By utilizing this flow, you can create and send contracts using ContractS CLM with information from Notion, eliminating manual work.
By allocating the time previously spent on contract creation to other tasks, you can enhance the productivity of the entire team.
■Notes
・Please integrate Notion and ContractS CLM with Yoom respectively.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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About the Apps
Templates using
Notion
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ContractS CLM
Related apps
Templates using
ContractS CLM
About the apps you use
Notion
Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
see detailsTemplates
When there is a response to a Google Form, this flow adds a record to the Notion database. It saves the effort of manually transferring Google Form responses to the Notion database, leading to significant time savings.
Add a record to Notion when there is a response to the Google Form.
You can add content posted in a specific room on Google Chat to a Notion database. This prevents manual information update omissions, enabling real-time information sharing among teams.
Add content posted in a specific Google Chat room to a Notion database.
You can add content posted in a specific room on Microsoft Teams to a Notion database. Since the posted content can be automatically added to Notion, manual operations in Notion are no longer necessary, allowing for increased work efficiency.
Add content posted in a specific room on Microsoft Teams to a Notion database.
ContractS CLM
Yoom allows integration with ContractS CLM's API without any code. It is possible to notify chat tools like Slack, Teams, and Chatwork about approval requests on ContractS CLM, and to create contracts from templates registered in ContractS CLM using information from Salesforce, kintone, and other sources.
see detailsTemplates
No-Code API Actions
Executable API actions
Flowbot triggers
When a page is created or updated
When a database is created or updated
[Deprecated] When a page in a specific database is created or updated
When receiving a Webhook
When a page is created (Webhook)
When page content is updated (Webhook)
When a page is deleted (Webhook)
When Page Properties are Updated (Webhook)
When a Comment is Created (Webhook)
When a Comment is Updated (Webhook)
When a Comment is Deleted (Webhook)
[Deprecated] When database content is created or updated (Webhook)
When a page in a specific data source is created or updated
When data source content is created or updated (Webhook)
Flowbot operations
Retrieve page information
Create page (deprecated)
Append text to page (deprecated)
Update page property (text property)
Update page property (number property)
Update page property (select property)
Update page property (Multi-select property)
Update page property (Date property)
Update page property (Checkbox property)
Update page property (URL property)
Update page property (Email property)
Update page property (phone property)
Retrieve blocks from a specific page
Retrieve list of users
Update page property (relation property)
Add a sub-item to a specific record
Issue File Upload ID
Upload file
Flowbot triggers
When a page is created or updatedWhen a database is created or updated[Deprecated] When a page in a specific database is created or updatedWhen receiving a WebhookWhen a page is created (Webhook)When page content is updated (Webhook)When a page is deleted (Webhook)When Page Properties are Updated (Webhook)When a Comment is Created (Webhook)When a Comment is Updated (Webhook)When a Comment is Deleted (Webhook)[Deprecated] When database content is created or updated (Webhook)When a page in a specific data source is created or updatedWhen data source content is created or updated (Webhook)
Flowbot operations
Retrieve page informationCreate page (deprecated)Append text to page (deprecated)Update page property (text property)Update page property (number property)Update page property (select property)Update page property (Multi-select property)Update page property (Date property)Update page property (Checkbox property)Update page property (URL property)Update page property (Email property)Update page property (phone property)Retrieve blocks from a specific pageRetrieve list of usersUpdate page property (relation property)Add a sub-item to a specific recordIssue File Upload IDUpload fileUpdate page properties (file property)Download fileGet page details (list file information)Search pages and databases by titleCreate page from template (title only)Append heading and paragraph to page (deprecated)Update database property nameUpdate page property (title property)Search text in a data source’s formula propertyAppend content to a pageRetrieve child blocks of a page or blockRetrieve data sourceRetrieve databaseCreate pageGet page (Markdown)Append content to pageReplace page contentUpdate page properties (user properties)
Flowbot triggers
There is no action.
Flowbot operations
Get contract detailsSearch Contract (Single)Search contracts (multiple)Download contractCreate Contract from TemplateGet approval request listMore inspiration for you
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