Use the information from the Notion database to create and send contracts with ContractS CLM.

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■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.

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■Recommended for‍

1. Companies utilizing Notion for business

・Those who centrally manage information in a database

・Those who manage information related to contract details

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2. Companies utilizing ContractS CLM

・Those who use it to streamline tasks related to contract execution

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■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.

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■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 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.

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Notion

Templates using

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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.

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