■Overview
This flow updates the deal status in Mazrica (formerly Senses) when an envelope is completed in DocuSign.
■Recommended for
1. Those who use DocuSign for creating and managing forms
・Sales assistants creating documents with client companies
・HR personnel responsible for creating employment contracts
2. Companies managing deals in Mazrica
・Sales department personnel who categorize statuses for each deal to visualize the situation
・Representatives who register information obtained from business card exchanges for future approaches
■Benefits of using this template
Using DocuSign allows for smooth issuance and management of documents related to deal closures, leading to improved work efficiency.
However, manually changing the status in Mazrica, where deals are managed, is one of the tasks that can be easily forgotten and cumbersome.
This flow is suitable for those who want to ensure the status change of deals is not forgotten when documents are finalized.
By automatically updating the deal status in Mazrica simultaneously with the completion of an envelope in DocuSign, it prevents any oversight in operations.
By adding an action to 'send a message via chat tool' following this flow, you can also immediately notify the deal closure.
By pre-entering and managing the Mazrica deal ID in the DocuSign envelope, you can also ensure accurate deal acquisition by ID.
■Notes
・Please integrate both DocuSign and Mazrica with Yoom.
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