■Overview
This is a flow to update the project status in Mazrica (formerly Senses) once the contract is completed with GMO Sign.
■Recommended for
1. Those who use GMO Sign for document creation and management
・Sales assistants responsible for creating inter-company documents
・HR personnel who create employment contracts or business consignment contracts
2. Companies managing projects with Mazrica
・Sales department personnel who visualize project status and categorize statuses
・Personnel who register information obtained at exhibitions and conduct follow-ups
■Benefits of using this template
Utilizing GMO Sign to easily manage document completion is a significant advantage in sales activities.
However, manually updating the status in Mazrica, which manages projects, after completion is cumbersome.
This flow is suitable for those who want to change the status update simultaneously with document completion.
By automatically updating the project status in Mazrica immediately after completion with GMO Sign, it eliminates the manual effort.
By adding an action to 'send an email' following this flow, you can immediately notify the person in charge of the project completion.
Additionally, by pre-entering and managing the Mazrica project ID in the GMO Sign details, you can ensure accurate project acquisition by ID.
■Notes
・Please integrate both GMO Sign and Mazrica with Yoom.