Create a contract based on the information from Rakuraku Sales and send it via GMO Sign.

■Overview

This is a flow where contracts are created in Google Docs based on information from Raku-Raku Sales and sent via GMO Sign.

■Recommended for

1. Individuals who frequently create and send contracts

  • Legal department staff or legal personnel
  • Sales representatives or sales assistants
  • HR personnel (for creating and sending employment contracts)

2. Those looking to improve operational efficiency

  • Business managers promoting the automation of business processes
  • Administrative staff utilizing digital tools
  • Staff spending a lot of time on document creation and management

3. Users of Raku-Raku Sales, Google Docs, and GMO Sign

  • Employees of companies utilizing Raku-Raku Sales
  • Members of companies or teams that have implemented Google Workspace
  • Companies managing contracts with electronic signatures using GMO Sign

■Benefits of using this template

・It eliminates the hassle of manually creating and sending contracts, significantly improving operational efficiency.

・By utilizing digital tools, contracts can be created and sent quickly and accurately, enhancing the transparency and reliability of the entire contract process.

Notes

・Please integrate Raku-Raku Sales, Google Docs, and GMO Sign with Yoom.

・How to execute HTTP transmission in Raku-Raku Sales and activate Yoom's Flowbot: https://intercom.help/yoom/ja/articles/6704601

・How to integrate with GMO Sign: https://intercom.help/yoom/ja/articles/6168734

・How to request a signature with GMO Sign: https://intercom.help/yoom/ja/articles/6168847

・Raku-Raku Sales is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be careful.

・Paid plans such as the Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use the apps that are subject to restrictions.

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About the Apps You Use
Rakuraku Sales
Rakuraku Sales
 Templates using
Google Docs
Google Docs
Templates using
GMO Sign
GMO Sign
Templates using
About the apps you use
Rakuraku Sales
It is possible to automate various tasks by integrating with Raku-Raku Sales API without any code. You can automate the registration of information to Raku-Raku Sales or connect Raku-Raku Sales data to other SaaS tools.
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Google Docs
Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
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GMO Sign
Yoom allows you to utilize the GMO Sign API without any coding. For example, you can create contracts using information from Yoom databases, Salesforce, kintone, etc., and automatically send these contracts through GMO Sign.
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