Upload the contract signed with freee Sign to Microsoft SharePoint.

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■Overview

This is a flow for uploading contracts signed with freee Sign to Microsoft SharePoint.

By using Yoom, you can easily connect applications without the need for programming.

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■Recommended for

1. Companies using freee Sign as their electronic signature service

・Those who find it cumbersome to automatically send contracts after signing

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2. Companies using Microsoft SharePoint

・Those who manage contracts centrally using SharePoint but find manual uploads time-consuming

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■Benefits of using this template

By uploading contracts signed with freee Sign to Microsoft SharePoint, centralized management of contracts becomes possible.
This allows for quick search and reference of necessary contracts, improving work efficiency.

Additionally, since contracts are automatically uploaded, manual file management tasks are eliminated, reducing human errors such as forgetting to upload.
Utilizing this flow can enhance productivity and ensure the accuracy of information.

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■Notes

・Please connect both freee Sign and Microsoft SharePoint 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).

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business). If you are not subscribed to the general corporate plan, authentication may fail.

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About the Apps You Use

Microsoft SharePoint

Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.

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Templates using

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freee Sign

Yoom allows you to utilize the freee Sign API without any coding. By integrating freee Sign with Yoom, you can automate everything from the creation to the sending of contracts. Additionally, you can synchronize freee Sign information with Yoom's database, enabling its use for various purposes.

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freee Sign