■Overview
This is a flow to update the Sasuke deal status when a contract is concluded with freee Sign.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies using freee Sign for contract operations
・Those looking to simplify the contract process and improve operational efficiency
・Those who want to automatically update the deal status once a contract is concluded to reduce manual work
2. Sales teams or project managers using Sasuke
・Those who want to streamline sales activities and quickly grasp the progress of deals
・Those seeking to smoothly share information with team members and make quick decisions
■Benefits of using this template
By linking freee Sign and Sasuke, you can smoothly carry out contract conclusions and deal status updates.
Using this flow provides the following benefits:
First, it eliminates the need for manual updates after contract conclusion, improving operational efficiency.
Additionally, since the deal status is always kept up-to-date, administrators and stakeholders can understand the situation in real-time.
This enables quick decision-making and enhances agility. Furthermore, the risk of manual input errors is reduced, increasing data accuracy and allowing for strategic responses based on reliable information.
■Notes
・Please link both freee Sign and Sasuke with Yoom.
・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful.
・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).