Sansanで名刺情報のステータスが更新されたら、クラウドサインで契約書を作成する

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■概要

このテンプレートは、Sansanで名刺情報のステータスが切り替わったら、クラウドサインで契約書を自動生成する業務ワークフローです。Sansanとクラウドサイン間をノーコーディングでつなぎ、締結手続きのスピードアップを実現します。
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。

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■このテンプレートをおすすめする方

Sansanで名刺のステータス管理とクラウドサインで契約書管理を別々に行い、連携に手間を感じている営業担当者の方
SansanとクラウドサインのAPI連携を自社開発せずに手軽に自動化したい情報システム担当者の方
名刺更新のタイミングで契約手続きをスムーズにし、見落としや契約遅延を防ぎたい管理職（マネージャー）の方

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■このテンプレートを使うメリット

ステータス更新ミスを防ぎ、Sansanとクラウドサインを自動連携
契約書作成時間を短縮し、締結スピードが向上
ノーコード導入で最小限の工数、運用負担を削減

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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.

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