Send the contract using freee Sign from the Yoom database.

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■Overview

‍Using information retrieved from the Yoom database, contracts are created and sent using templates registered in freee Sign.

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‍■Setup Instructions

1. Please link freee Sign with Yoom. (My App Integration)

2. Set up any database or table with the trigger "Select the target record from the database."

3. In the freee Sign operation "Create a contract from a template," set the contract template, title, and values for the items to be embedded in the template based on the information obtained from the Yoom database.

4. In the freee Sign operation "Send contract," set the desired recipient.

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■Notes

‍・Please register customer information and contract details in the Yoom database for use.

・Integration settings with the freee Sign account are required.

・Templates must be registered in advance on freee Sign.

・Please replace the freee Sign contract template and recipient email address with desired values for use.

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About the Apps You Use

freee Sign

Yoom allows you to utilize the freee Sign API without any coding. By integrating freee Sign with Yoom, you can automate everything from the creation to the sending of contracts. Additionally, you can synchronize freee Sign information with Yoom's database, enabling its use for various purposes.

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