Send the contract via GMO Sign from @pocket

■Overview

This is a flow for sending contracts via GMO Sign from @pocket.

With Yoom, you can connect apps without programming, making it easy to implement this flow.

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■Recommended for

1. Those who manage contract information with @pocket

・Corporate legal department personnel

・Those who register or update data in @pocket

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2. Those who use GMO Sign for business

・Those who routinely create and send contracts

・Those who manually transcribe data from @pocket when creating contracts

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■Benefits of using this template

The advantage of GMO Sign is that you can create and conclude contracts in the cloud.
However, when creating contracts based on @pocket data, manual transcription is time-consuming and increases the workload.

By utilizing this flow, when a record is updated in @pocket, contracts can be automatically created and sent from GMO Sign, streamlining contract operations.
By updating the status of specific records in @pocket, you can send contracts from GMO Sign, eliminating concerns about incorrect recipients or duplicate sending.

Additionally, by integrating with chat tools, you can share the contract sending status with selected members.

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■Notes

・Please integrate Yoom with both @pocket and GMO Sign.

・For instructions on how to request signatures with GMO Sign, please refer to here.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.