■Overview
This is a flow to send contracts via DocuSign from @pocket.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who manage contract information with @pocket
・Those who regularly register contract information with customers in @pocket
・Those who perform centralized management of contract information
2. Those who proceed with contract work using DocuSign
・Legal personnel who create and send contracts
・Those who want to streamline contract work by integrating DocuSign with @pocket
■Benefits of using this template
DocuSign is a tool that helps streamline the contract process, but data entry needs to be done manually.
If you perform transcription work based on @pocket data when creating or sending envelopes, input errors can negatively affect the trust relationship with customers.
This flow is suitable for those who want to accurately reflect @pocket data in the envelope content.
Since this flow allows you to create and send envelopes based on data registered in @pocket, it can improve the accuracy of contract work.
By reducing the manual workload, it is possible to enhance the productivity of the entire team.
■Notes
・Please integrate Yoom with both @pocket and DocuSign.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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