When the status is updated in kintone, send the contract via Docusign.

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■Overview

This is a flow where a contract is sent via DocuSign each time the status is updated in kintone.

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■Recommended for

1. Those who frequently need to manage and send contracts

Sales representatives and sales assistants
Administrative staff and office managers
Legal personnel

2. Those who want to automate the contract sending process and reduce manual work

Owners of small and medium-sized enterprises aiming for operational efficiency
Business analysts interested in workflow automation
Leaders of legal or sales teams who want to enhance the accuracy and speed of contract delivery

3. Those who regularly use kintone and DocuSign

Personnel managing projects or operations using kintone
Users managing contracts with electronic signatures using DocuSign

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■Benefits of using this template

・Eliminate the hassle of manually creating and sending contracts, and quickly proceed with contract procedures according to status updates.

・Prevent human errors and consistently send accurate contracts through an automated flow.

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■Notes

‍・Please integrate both kintone and DocuSign with Yoom.

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About the Apps You Use

kintone

With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.

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kintone

Templates using

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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.

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