Once the contract is completed with GMO Sign, register the business partner in Money Forward Cloud Accounting.

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■Overview

This is a flow to register a business partner in Money Forward Cloud Accounting once the contract is completed with GMO Sign.

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

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■Recommended for

1. Those who manage contracts using GMO Sign

・Those who use GMO Sign for contract signing and want to automate the management of business partner information afterward

・Those who want to eliminate the hassle of registering business partner information in other systems simultaneously with contract signing

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2. Companies using Money Forward Cloud Accounting

・Those who conduct accounting operations using Money Forward Cloud Accounting but find the task of registering business partners cumbersome

・Those who want to improve the efficiency of accounting operations by using automation tools

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■Benefits of using this template

By linking GMO Sign and Money Forward Cloud Accounting, you can streamline the process of registering new business partners.
With this flow, once a contract is completed with GMO Sign, the business partner is automatically registered in Money Forward Cloud Accounting, eliminating the need for manual data entry.
This reduces the risk of input errors and enables quick business partner management.

Additionally, by simplifying the series of tasks, work efficiency is improved, allowing more time to be allocated to other important tasks.
As a result, the overall productivity of the organization is expected to improve.

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About the Apps You Use

Money Forward Cloud Accounting

Yoom allows you to integrate with the Money Forward Cloud Accounting API without code, enabling the automation of operations in Money Forward Cloud Accounting via the API. For example, you can link customer information registered in CRM systems like Salesforce or kintone to Money Forward Cloud Accounting as business partners, or automatically create journal entry data in Money Forward Cloud Accounting from spreadsheets.

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GMO Sign

Yoom allows you to utilize the GMO Sign API without any coding. For example, you can create contracts using information from Yoom databases, Salesforce, kintone, etc., and automatically send these contracts through GMO Sign.

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