When a document is signed in CloudSign, update the deal status on the board.

■Overview

This is a flow to update the project status on the board when a document is signed using CloudSign (cloudsign).

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■Recommended for

1. Those who need to manage and process client company forms

・Sales assistants or accounting staff

・Administrative staff or office managers

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2. Those who want to reduce manual input tasks and automate processes

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

・Administrative staff who want to improve data accuracy

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■Benefits of using this template

・Once a document is signed with CloudSign, the project status on the board is automatically updated, significantly improving work efficiency by eliminating the need for manual updates.

・Sharing contract signing information on the board facilitates smooth communication among team members.

・Since the contract signing status is reflected in real-time on the board, you can always keep track of the project's progress.

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■Notes

・Please integrate both the board and CloudSign with Yoom.

・Please pre-enter the project ID of the board you wish to update in the memo field of the target contract in CloudSign.