When the specified schedule arrives, download the attached documents with DocuSign and associate them with the kintone record.

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■Overview

This flow downloads attachments from DocuSign according to a specified schedule, uploads the files to kintone, and associates them with specific records.

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■Recommended for

1. Those who need to manage and process forms from client companies

・Sales assistants and accounting staff

・Office staff and office managers

・Accounting personnel

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2. Those using kintone for customer management, etc.

・Sales representatives assigning numbers to each company information

・HR department personnel managing each individual with a business contract

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3. Those looking to reduce manual input and automate processes

・Owners of small and medium-sized enterprises aiming for business automation

・Office staff looking to improve data accuracy

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■Benefits of using this template

・Automatically associating with kintone eliminates human errors.

・The entire process is completed automatically, reducing the effort of file storage and improving work efficiency.

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■Notes

・Please integrate Yoom with both kintone and DocuSign.

・This template assumes there is one attachment. Please note that it cannot process multiple attachments.

・Additional settings are required to process multiple attachments.

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
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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.

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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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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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