■Overview
This is a flow where a contract is created and sent via CloudSign once any process is completed in Raku-Raku Sales.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who utilize Raku-Raku Sales in their business operations
・Those who consolidate and manage data related to contract operations in Raku-Raku Sales
2. Those who proceed with contract operations using CloudSign
・Those who want to streamline the creation and sending of contracts to reduce work time
■Benefits of using this template
When creating and sending contracts using multiple tools, the process can become complicated and inefficient.
Additionally, using multiple tools can be time-consuming and may hinder focus on important tasks.
In this flow, once any process is completed in Raku-Raku Sales, the creation and sending of contracts via CloudSign is automated, reducing work time.
Since the creation and sending of contracts can be completed with just the operation of Raku-Raku Sales, there is no need to use multiple tools, allowing for more efficient operations.
You can proceed with contract operations quickly, which can also improve customer satisfaction.
■Notes
・Please integrate Raku-Raku Sales, Google Documents, and CloudSign with Yoom.
・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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