Create a contract with one click from the Mazrica project page and send it via email.

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■Overview

This is a flow to create a contract and send an email with one click from the Mazrica project page.

By using a trigger with a Chrome extension, you can directly activate the trigger from Mazrica.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

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‍■Recommended for

1. Those who frequently create and send contracts while managing projects in Mazrica

・Those who want to significantly reduce the effort of manual creation and sending, and improve work efficiency

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2. Those who want to shorten the time required for contract creation and sending

・Those who want to improve customer satisfaction by enabling quick responses to customers by shortening the time required for contract creation and sending

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3. Those who want to automatically input contract details using information from Mazrica

・Those who want to reduce errors from manual input and create accurate contracts, as the information from the project page is automatically reflected in the contract

■Benefits of using this template

By utilizing the flow of [creating a contract and sending an email with one click from the Mazrica project page], you can prevent manual errors and omissions, and quickly create and send accurate contracts.
This is expected to reduce the burden on sales representatives and improve the overall quality of contract operations.

Additionally, by eliminating the hassle of contract creation and email sending, representatives can respond quickly to customers, leading to smoother negotiations.

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■Notes

・Please integrate Mazrica with both Jobkan Expense Management and Workflow with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.

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About the Apps You Use

Mazrica Sales Tech

In Yoom, you can utilize Mazrica's API without any coding. It is possible to link Mazrica's information with various SaaS or automate the registration of information to Mazrica. Additionally, you can automatically sync Mazrica's information to Yoom's database and use it for various purposes.

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Mazrica Sales Tech

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Google Docs

Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.

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