■Overview
This is a flow where a contract is created and sent via freee Sign once a specific process is completed in Raku-Raku Sales.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those managing data with Raku-Raku Sales
・Those who register, update, and manage data related to contracts
2. Those responsible for contract work with freee Sign
・Those who manually create and send contracts
■Benefits of using this template
Creating a contract based on data from Raku-Raku Sales can be time-consuming and cumbersome.
Additionally, the process of reviewing and revising the created contracts can increase the burden on the person in charge.
With this flow, once a specific process is completed in Raku-Raku Sales, the creation and sending of contracts via freee Sign can be automated, streamlining operations.
By automating the creation and sending of contracts, you can prevent transcription errors in Raku-Raku Sales data and mistakes in sending contracts.
This also reduces the workload, alleviating the burden on the person in charge and ensuring smooth business operations.
■Notes
・Please integrate Yoom with both Raku-Raku Sales and freee Sign.
・Raku-Raku Sales is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.
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