Send contracts from SPIRAL via CloudSign

■Overview

This is a flow for sending contracts from SPIRAL using CloudSign.

By using a trigger with the Chrome extension, you can directly activate the trigger from SPIRAL.

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.

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■Recommended for

1. Those who use SPIRAL for business

・Those who manage customer and contract information with SPIRAL

・Those who integrate SPIRAL data with other tools

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2. Those who conduct contract work using CloudSign

・Sales or legal departments involved in contract work

・Those who want to streamline the creation and sending of contracts from CloudSign

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■Benefits of using this template

Creating contracts in CloudSign involves many input fields, and the workload increases with the number of contracts, which can be a burden on the person in charge.
Moreover, when inputting data based on SPIRAL, there is a risk of rework due to input errors or omissions, making it inefficient.

This flow allows you to automatically create and send contracts from CloudSign by selecting a record from SPIRAL using the Chrome extension trigger.
By initiating the flow from data prepared for contract creation, you can make operations in CloudSign seamless and streamline business operations.

Additionally, manual input for contract creation is no longer necessary, eliminating concerns about human error.

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■Notes

・Please integrate both SPIRAL and CloudSign with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.