When a document is canceled or rejected in CloudSign, notify in Chatwork.

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■Overview

This is a flow that notifies details to Chatwork when a document is canceled or rejected in Cloudsign.

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■Recommended for

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

・Sales assistants or accounting staff

・Office staff or office managers

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2. Those who use Chatwork as their main communication tool

・Department heads using it for internal communication

・Sales assistants handling interactions with client companies

・Field sales representatives

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3. Those looking to reduce manual input work and automate processes

・SME owners aiming for operational efficiency

・General affairs and administrative staff with a lot of data entry work

・Marketing staff conducting operations using digital tools

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■Benefits of using this template

・Notifications are promptly sent to Chatwork when documents are canceled or rejected, allowing for quick response.

・You can freely customize the content of notifications and the chat rooms to which they are sent in Chatwork.

・Being able to confirm document cancellations or rejections in Chatwork makes it easier to identify issues in the approval process.

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■Notes

・Please integrate both Chatwork and Cloudsign with Yoom.

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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.

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About the Apps You Use

Chatwork

Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.

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Templates using

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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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