When the status is updated in kintone, create a document in CloudSign and send an email.

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■Overview

This flow creates a new document and sends an email via CloudSign when a specified status is updated in kintone.

■Recommended for

1. Those responsible for managing application forms or company documents

・Event planners and producers

・Corporate general affairs or customer service department staff

・HR recruiters or administrative staff

・Sales assistants or accounting staff

・Administrative staff or office managers

2. Those looking to reduce manual input and automate processes

・Small and medium-sized business owners aiming for business automation

・Administrative staff who want to improve data accuracy

■Benefits of using this template

・By using kintone status changes as a trigger, you can prevent omissions and reduce errors from manual input.

・Since the entire process is completed automatically, it eliminates the need for checks and manual input, thereby improving work efficiency.

■Notes

・Please integrate Yoom with both CloudSign and kintone.

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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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CloudSign
It is possible to utilize CloudSign's API without code by using Yoom. By integrating Yoom with CloudSign, you can automate the entire process from contract creation to sending using the API, and automatically upload signed documents to file management services like Google Drive. Additionally, you can aggregate and synchronize CloudSign document information in Yoom's database.
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