Once the application is approved in CollaboFlow, send the contract via DocuSign.

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■Overview

This is a flow where once a request is approved in CollaboFlow, a contract is sent via DocuSign.

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

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■Recommended for

1. Those who manage approval processes using CollaboFlow

・Those who prioritize quick and reliable post-approval actions in projects with multiple approval steps

・Those who want to reduce the burden of manually tracking approval statuses and improve operational efficiency

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2. Those who use DocuSign for electronic signatures on contracts

・Those who want to automate the sending of contracts and the signing process to save time and effort

・Those who want to centrally manage and track signatures to smoothly proceed with contract operations

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■Benefits of using this template

By utilizing the flow where a contract is sent via DocuSign once a request is approved in CollaboFlow, automation of procedures is advanced.
Using this flow eliminates the need for manual email sending and contract review, speeding up operations.
Contracts are automatically sent at the time of approval, enabling timely responses and increasing client trust.

Additionally, the likelihood of errors is reduced, improving the accuracy of operations.
This flow will enable efficient business operations and enhance the overall productivity of the organization.

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■Notes

・Please connect Yoom with both CollaboFlow and DocuSign.

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About the Apps You Use

CollaboFlow

Yoom allows you to integrate with the CollaboFlow API without code, enabling the automation of various tasks. For example, it can automatically submit applications in CollaboFlow and automate the creation of forms. Additionally, it can send notifications to Slack or Chatwork triggered by the approval of applications in CollaboFlow.

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DocuSign

Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.

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