■Overview
Once the document signing is completed in CloudSign, retrieve company information from the document name in CloudSign and automatically update the corresponding company's kintone record.
Please use this for contract management, etc.
■Setup Method
1. Integrate each app of CloudSign and kintone with Yoom. (My App Integration)
2. Select the trigger "When document signing is completed in CloudSign" and set up the integration account.
3. Use the operation "Extract company name from document title" to obtain any desired value such as the company name from the title.
4. Use the obtained value here to search for the target record in kintone.
5. In the kintone operation "Update status," set the integration account, app ID, record search conditions, values to be updated, etc.
6. Finally, turn on the flow bot. This will automatically update the status of the specified kintone record when document signing is completed in CloudSign.
■Notes
・It is necessary to set up account information for integration in each app's operation.
・Ensure that the company name is included in the document name in CloudSign and extract the company name using regular expressions.
・Replace the settings information for "Extract company name from document title" and kintone actions with any desired values for use.