Send contracts via Docusign based on information from RakuRaku Sales.

Try this Template

Click here for a detailed explanation article >

■Overview

This is a flow for sending contracts via Docusign based on information from RakuRaku Sales.

‍

■Recommended for

1. Companies or teams involved in contract creation and management

Sales representatives managing customer and contract information using RakuRaku Sales
Administrators of companies looking to streamline contract creation and management

2. Companies or teams using DocuSign

Personnel utilizing DocuSign for electronic signature processes
Companies wishing to expedite contract signing

3. Individuals promoting system integration and process automation

Sales representatives looking to reduce the manual effort of contract creation and signing processes
IT personnel or business process managers aiming to automate data integration between different systems

‍

■Benefits of using this template

・Significantly improve operational efficiency by eliminating the manual effort of contract creation and signature requests.

・Enable quick response and effective resource management, leading to overall productivity improvement.

‍

■Notes

‍・Please integrate RakuRaku Sales and Docusign with Yoom.

・RakuRaku Sales is an app available only with the Team Plan and Success Plan. In the case of the Free Plan or Mini Plan, the operations and data connections set in the Flow Bot 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 apps that are subject to restrictions.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Integrate Rakuraku Sales information with kintone

This is a flow bot that automatically links any record information from Raku-Raku Sales to kintone. By setting up automatic processing in Raku-Raku Sales, you can link the record information selected in Raku-Raku Sales to kintone. Please refer to this article for how to set up automatic processing in Raku-Raku Sales.‍

See details

When the status is updated in kintone, register a record in Raku-Raku Sales.

This is a flow that registers a record in Raku-Raku Sales when the status is updated in kintone. By reflecting this in Raku-Raku Sales, there is no need to check the kintone record each time, allowing for improved business efficiency.

See details

Send contracts via Docusign based on information from RakuRaku Sales.

This is a flow for sending contracts via Docusign based on information from RakuRaku Sales. It significantly improves operational efficiency by eliminating the manual effort of creating contracts and requesting signatures.

See details

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

Based on the information from RakuRaku Sales, this flow involves creating a contract in Google Docs and sending it via GMO Sign. It eliminates the manual effort of contract creation and sending, significantly improving operational efficiency.

See details

Add records to kintone with information from RakuRaku Sales and notify Workplace.

This is a flow to add any record information from Raku-Raku Sales to the kintone database and notify Workplace. By setting up automatic processing in Raku-Raku Sales, you can register the record information selected in Raku-Raku Sales to kintone and notify Workplace. Please refer to this article for how to set up automatic processing in Raku-Raku Sales.‍

See details

This is a flow for registering user information submitted through an input form into RakuRaku Sales. By using the input form, user information can be added to RakuRaku Sales regardless of membership, ensuring that business operations do not stall even if the person in charge is absent.

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

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.

Related apps

Rakuraku Sales

Templates using

View all related templates

DocuSign

Yoom allows you to integrate with DocuSign's API without any code, enabling the automation of various tasks using DocuSign. For example, you can automatically send contracts via DocuSign or automatically store the completed contract files in file storage services like Google Drive once the contract is finalized with DocuSign.

Related apps