クラウドサインで書類が締結されたら、書類情報を取得してSansanに登録する

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■概要

「クラウドサインで書類が締結されたら、書類情報を取得してSansanに登録する」業務ワークフローは、sansan クラウド サイン間の契約データ連携を自動化し、手入力や転記ミスをゼロに近づけます。締結後すぐにSansanへ情報が反映され、いつもの名刺管理と合わせてスムーズな運用が可能です。
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

  • クラウドサインでの契約締結後、書類情報を手入力でSansanに登録している方
  • sansanを日常的に活用しつつ、法務や営業の業務効率化を図りたい管理者の方
  • 電子契約と名刺管理をワンストップで自動化し、部署を横断した情報共有を促進したい方
  • 転記ミスや作業漏れによるリスクを減らし、プロセスを安定化させたい法務・総務の担当者
  • 複数のSaaSツールを組み合わせた業務ワークフローで自動化にチャレンジしたい方

■このテンプレートを使うメリット

  • sansanへの自動登録で転記ミスを防止し、正確なデータ管理を実現
  • 手作業ゼロで契約~名刺管理の一連処理時間を大幅に短縮
  • フローが標準化されるため、引き継ぎや運用ルール作成もスムーズに
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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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OCR
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