Once the contract is completed with CloudSign, 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 CloudSign.

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

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■Recommended for

1. Those who use CloudSign to conclude contracts

・Those who manually organize related business partner information after concluding a contract with CloudSign

・Those who want to automate business partner registration after contract conclusion to improve work efficiency

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2. Those who use Money Forward Cloud Accounting

・Those who routinely use Money Forward Cloud Accounting for accounting tasks

・Those who want to streamline the process of registering new business partners as it takes up time

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■Benefits of using this template

By introducing a flow to register a business partner in Money Forward Cloud Accounting once the contract is completed with CloudSign, there are many benefits.
Firstly, you can eliminate the hassle of duplicate entries by entering business partner information only once. This leads to improved work efficiency.
Furthermore, as manual entry tasks decrease, human errors are reduced, and data accuracy is improved.

Additionally, since business partners are automatically registered at the time the contract is concluded, speedy information updates are possible.
This facilitates smooth information sharing among accounting personnel and enables prompt responses.
As a result, overall productivity improves, and efficient organizational operations can be expected.

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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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It is possible to utilize CloudSign's API without code by using Yoom. By integrating Yoom with CloudSign, you can automate the entire process from contract creation to sending using the API, and automatically upload signed documents to file management services like Google Drive. Additionally, you can aggregate and synchronize CloudSign document information in Yoom's database.

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