■Overview
This is a flow to update the project status in Mazrica (formerly Senses) once the signing is completed with freee Sign.
■Recommended for
1. Those who use freee Sign for creating and managing documents
・Sales assistants responsible for creating inter-company documents
・HR personnel who create employment contracts and outsourcing agreements
2. Companies managing projects with Mazrica
・Sales department personnel who visualize and categorize project statuses
・Personnel responsible for registering and approaching information obtained at exhibitions
■Benefits of using this template
Utilizing freee Sign simplifies the process of document signing, which is a significant advantage for the team.
However, manually updating the status in Mazrica, where projects are managed, is very cumbersome.
This flow is suitable for those who want to smoothly update the status after document signing.
By automatically updating the project status in Mazrica after signing documents with freee Sign, it prevents any oversight in operations.
Moreover, automating the status update eliminates the hassle of manual work.
By pre-entering and managing Mazrica's project ID in freee Sign documents, you can also ensure accurate project retrieval by ID.
■Notes
・Please integrate both freee Sign and Mazrica with Yoom.