Sansanで名刺情報が登録されたら、クラウドサインで契約書を作成する

  1. Apps
  2. Sansan
  3. Sansanで名刺情報が登録されたら、クラウドサインで契約書を作成する
Try this Template
No items found.
Try this template
No items found.

■概要

「Sansanで名刺情報が登録されたら、クラウドサインで契約書を作成する」ワークフローは、sansan クラウド サイン連携で名刺入力から契約書作成までを自動化する業務ワークフローです。情報転記の手間を省き、スムーズに次のアクションにつなげます。
Yoomを利用すると、プログラミング不要で簡単にアプリ同士を連携することができます。

‍

■このテンプレートをおすすめする方

  • Sansanに大量の名刺を登録し、その後の契約手続きを毎回手動で進めている営業担当者の方
  • 名刺情報をもとにクラウドサインで契約書を都度作成する手間を減らしたい法務・営業部門の方
  • sansan クラウド サイン連携で契約プロセスの速度と正確性を両立したいマネージャーの方
  • フローの自動化でミスやリードタイムを減らし、チーム全体の生産性を高めたいIT担当の方

‍

■このテンプレートを使うメリット

  • 入力ミスや転記漏れを防止
    ・Sansanの名刺情報を自動取得し正確にクラウドサインへ反映
  • 手作業を減らしてスピードアップ
    ・契約書作成ステップが自動化され、承認までの時間短縮
  • 契約プロセスの可視化
    ・誰がいつ作成・送付したかログが残り、チーム共有が容易に
このテンプレートを試してみる
How to request materials and apply for a demo
Here
More flowbot templates
Once the contract is completed with CloudSign, update the information in the Google Spreadsheet.
Once the contract is completed with CloudSign, update the information in the Google Spreadsheet.
CloudSign
Once the contract is completed with CloudSign, update the information in SPIRAL.
Once the contract is completed with CloudSign, update the information in SPIRAL.
CloudSign
Once the contract is completed with CloudSign, update the information in Rakuraku Sales.
Once the contract is completed with CloudSign, update the information in Rakuraku Sales.
CloudSign
When a row is added in Google Sheets, register the business card data in Sansan.
When a row is added in Google Sheets, register the business card data in Sansan.
Google Sheets
Once the contract documents are finalized in CloudSign, add that information to a Google Spreadsheet.
Once the contract documents are finalized in CloudSign, add that information to a Google Spreadsheet.
CloudSign
When the opportunity stage in Salesforce reaches the specified phase, send the contract via CloudSign.
When the opportunity stage in Salesforce reaches the specified phase, send the contract via CloudSign.
Salesforce
Once the CloudSign is concluded, add various information as a record to Microsoft Excel.
Once the CloudSign is concluded, add various information as a record to Microsoft Excel.
CloudSign
Once the document signing is completed with CloudSign, register the employee information in SmartHR.
Once the document signing is completed with CloudSign, register the employee information in SmartHR.
CloudSign
Once the document signing is completed with CloudSign, register the record in Jobkan Expense Settlement/Workflow.
Once the document signing is completed with CloudSign, register the record in Jobkan Expense Settlement/Workflow.
CloudSign
When a document is signed in CloudSign, update the deal status on the board.
When a document is signed in CloudSign, update the deal status on the board.
Board
Once the document signing is completed with CloudSign, obtain the agreement completion certificate and store it in Box.
Once the document signing is completed with CloudSign, obtain the agreement completion certificate and store it in Box.
CloudSign
Once the document signing is completed with CloudSign, register the record in kintone.
Once the document signing is completed with CloudSign, register the record in kintone.
CloudSign
When a workflow is approved in Garoon, create the document and send it via CloudSign.
When a workflow is approved in Garoon, create the document and send it via CloudSign.
Garoon
Once approved by kickflow, create the document and send it via CloudSign.
Once approved by kickflow, create the document and send it via CloudSign.
Kickflow
Register business card information recorded in Sansan into kintone.
Register business card information recorded in Sansan into kintone.
Sansan
Once the contract is completed with CloudSign, update the Notion database and send a notification to Google Chat.
Once the contract is completed with CloudSign, update the Notion database and send a notification to Google Chat.
CloudSign
When business card information is registered in Sansan, send an email to Outlook.
When business card information is registered in Sansan, send an email to Outlook.
Sansan
When a Mazrica project action (sending a contract) is registered, create the contract and send it via CloudSign.
When a Mazrica project action (sending a contract) is registered, create the contract and send it via CloudSign.
Mazrica Sales Tech
Once the contract is completed with CloudSign, update the Notion database.
Once the contract is completed with CloudSign, update the Notion database.
Notion
Once the document signing is completed with CloudSign, notify LINE WORKS.
Once the document signing is completed with CloudSign, notify LINE WORKS.
CloudSign
Once the document signing is completed in CloudSign, update the deal stage in HubSpot.
Once the document signing is completed in CloudSign, update the deal stage in HubSpot.
CloudSign
Store the file in Google Drive after signing the CloudSign employment contract.
Store the file in Google Drive after signing the CloudSign employment contract.
CloudSign
Once the document signing is completed with CloudSign, notify on Slack.
Once the document signing is completed with CloudSign, notify on Slack.
Slack
Sansanで名刺情報が登録されたら、LINE WORKSに通知する
Sansanで名刺情報が登録されたら、LINE WORKSに通知する
Sansan
Sansanで名刺情報が登録されたら、Chatworkに通知する
Sansanで名刺情報が登録されたら、Chatworkに通知する
Sansan
Here are some Similar Templates!
When business card information is registered in Sansan, create a contact in Hubspot.
When business card information is registered in Sansan, a contact creation flow is triggered in HubSpot. The business card information registered in Sansan is automatically linked to HubSpot, eliminating the need for manual data entry and significantly improving operational efficiency.
See details
Register business card information registered in Sansan into Microsoft Excel.
When new business card information is registered in Sansan, it is stored in a Microsoft Excel database. The new business card information is automatically added to Microsoft Excel, eliminating the need for manual data entry and preventing any omissions or errors in information management.
See details
Register business card information recorded in Sansan into kintone.
When new business card information is registered in Sansan, it is a flow to register it in kintone. By linking Sansan and kintone, new business card information is automatically added to kintone, eliminating the need for manual input and preventing any omissions or leaks in information management.‍
See details
When a business card is registered in Sansan, it is also registered in JUST.DB.
When a business card is registered in Sansan, it is also registered in JUST.DB. By automating the input and transcription of business card information, human resources can be focused on more value-added tasks. This ensures the accuracy and reliability of the data.
See details
When business card information is registered in Sansan, link with HubSpot to register the company and request confirmation of the details.
This is a flow where a new company is registered in HubSpot in conjunction with Sansan when business card information is registered, and a request is made to confirm the company registration details. The entire process is completed automatically, eliminating the need for manual work, improving task omissions, and enhancing operational efficiency.
See details
Register business card information registered in Sansan to Notion.
When new business card information is registered in Sansan, a record is added to the Notion database. Since new business card information is automatically added to Notion, it eliminates the need for manual data entry and prevents any omissions or errors in information management.
See details
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Learn more about Yoom
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
Sansan
Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.
Related apps
Sansan
 Templates using
View all related templates
Learn more about Yoom
CloudSign
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.
Related apps
CloudSign
Templates using
View all related templates
Learn more about Yoom
Related apps
No items found.
Templates using
No items found.
View all related templates
Learn more about Yoom
About the apps you use
Sansan
Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.
see details
templates
Similar apps
noCRM.io
Moxie
ServiceM8
Salesmate
Bird
Dropcontact
EspoCRM
Snov.io
Reply.io
NetHunt
CloudSign
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.
see details
templates
Similar apps
Edusign
Clicksign
Zoho Sign
ZapSign
eSignatures
Adobe Acrobat Sign
PandaDoc
WAN-Sign
Adobe Acrobat Sign
ContractS CLM
see details
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
everything
Sansan
CloudSign
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Tab 1
                  Tab 2
                  Tab 3
                  List of Related Blog Posts
                  I'm explaining in detail how to automate work using the app I used this time!
                  2024/10/07
                  How to Integrate Applications
                  How to update Rakuraku Sales when a contract is concluded in CloudSign by linking CloudSign and Rakuraku Sales
                  a.ohta
                  2024/10/18
                  How to Integrate Applications
                  How to integrate CloudSign with SPIRAL to automatically update the SPIRAL database once a contract is completed
                  k.hieda
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  Learn More
                  Explore AppsPricingCustomer Review & Success StoriesWorkshops & SeminarsUse CasesBlog
                  Products
                  Action RequestsSummarizationChrome ExtensionsDatabase
                  App IntegrationEmailAI-OCRDocuments
                  FormData ManagementData ConversionBrowser Automation
                  Templates
                  DatabaseFlowbot
                  Service List
                  YoomYoom knowledge
                  Company Overview
                  Terms of use
                  Privacy Policy
                  Security policy
                  Notation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  Learn More
                  AppsPricingUser Voicesseminarsuse casesBlogs
                  Functions
                  App IntegrationFormAI-OCRSummarizationDatabaseChrome Extensions
                  EmailAction RequestsData ManagementData ProcessingBrowser ActionsDocuments
                  templates
                  databasesFlowbot
                  List of Services
                  YoomYoom knowledge
                  Company OverviewTerms of useprivacy policysecurity policyNotation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  See Details