When a contract is concluded with CloudSign, update the negotiation status in Sasuke.

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■Overview

This is a flow to update the Sasuke deal status once a contract is signed with CloudSign.
By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Those who use CloudSign for electronic contract signing

・Those who want to avoid the hassle of manually checking contract statuses

・Those who wish to quickly update the deal status every time a contract is signed

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2. Those who use Sasuke as a sales management tool

・Those who want to streamline deal management in Sasuke and reduce manual work

・Those who want to quickly grasp contract progress and follow up at the right time

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■Benefits of using this template

By linking CloudSign and Sasuke, you can smoothly carry out contract signing and deal status updates.
This improves the efficiency of sales activities. Since the deal status is automatically updated when a contract is completed, manual input is not required, saving time.

Additionally, you can always keep track of the latest status information, enabling quick decision-making for the entire team.
Furthermore, communication among sales representatives is streamlined, and collaboration is strengthened.
Overall, this flow is expected to improve operational efficiency and increase sales.

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■Notes

・Please connect both CloudSign and Sasuke with Yoom.

・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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About the Apps You Use

SASUKE

Yoom allows you to integrate with Sasuke's API without code, enabling the automation of various tasks. For example, you can automatically register customer information in Sasuke, search for information within Sasuke, and integrate it with other SaaS tools.

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SASUKE

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CloudSign

It is possible to utilize CloudSign's API without code by using Yoom. By integrating Yoom with CloudSign, you can automate the entire process from contract creation to sending using the API, and automatically upload signed documents to file management services like Google Drive. Additionally, you can aggregate and synchronize CloudSign document information in Yoom's database.

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