■Overview
This flow involves creating a contract using information submitted via Google Forms and sending it through CloudSign.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those managing Google Forms
・Recruiters handling onboarding procedures
・Those using Google Forms for collecting customer information or accepting business meeting requests
2. Those using CloudSign for contract creation
・HR personnel creating contracts related to onboarding procedures
・Those looking to streamline contract creation
■Benefits of using this template
Creating contracts for onboarding procedures can be a hassle.
Drafting contracts for each employee is time-consuming and can increase the workload for the responsible personnel, potentially hindering efficient business operations.
This flow allows you to create contracts based on information submitted via Google Forms and send them through CloudSign, thus streamlining operations.
Since the submission of responses in Google Forms acts as a trigger, you can create and send contracts in a timely manner.
■Important Notes
・Please integrate Yoom with Google Forms, Google Docs, and CloudSign.
・Refer to the following link for methods to retrieve response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
.avif)
.avif)
.avif)
.avif)
