Automate your Workflow

with Board 's API!
In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.
Board
API actions —no coding required!
Automation Actions
    Register Customer
    Get Customer
    Get Customer List (Search by Tags)
    Register Project (Lump-Sum Billing)
    Create Project (Recurring billing)
    Get Project List
    Get Project Details
    [Deprecated] Update Project Status
    Get Billing List
    Change Billing Status
    Update Invoice
    Get Invoice ID for Specific Deal
    Get Invoice
    Update Projects (Batch Invoicing)
    Update Project (Recurring billing)
    Delete Deal
    Update Order Status
    Lock Deal
    Register Vendor
    Get Quotation
    Update Quotation
    Update Invoice (specify line items as comma-separated)
    Update Quotation (Specify Line Items as Comma-separated)
    Get Delivery Note
    Update Delivery Note
    Update Delivery Note (specify line items as comma-separated)
    Get Invoice List (by Order Status)
    Create Purchase Order (Lump-sum Payment)
    Create Purchase Order (Recurring Payment)
    Create Purchase Order (Installment Payment)
    Update Customer
    Get Quotation ID for a Specific Project
    Get Purchase Orders
    Get Suppliers
    Get Vendor
    Delete Vendor
    Update Vendor
    Update Acceptance
    Update Purchase Order
    Retrieve Customer Branches
    Retrieve Customer Branch
    Create Project (Split billing)
    Update Project (Split Billing)
Automation Triggers
    When a customer is created or updated
    When a new project is created
    When a project is created or updated
    New or Updated Deal (including lost)
Connect with More Apps
to Boost your Productivity!
With Yoom,
Board
can be linked to various apps.
Below are some popular integrations for
Board
. Explore and enhance your workflow!
Box
Box
Box
Chatwork
Chatwork
Chatwork
Google Forms
Google Forms
Google Forms
CloudSign
CloudSign
CloudSign
DocuSign
DocuSign
DocuSign
Google Sheets
Google Sheets
Google Sheets
HubSpot
HubSpot
HubSpot
LINE(Currently unavailable)
LINE(Currently unavailable)
LINE(Currently unavailable)
Notion
Notion
Notion
Slack
Slack
Slack
kintone
kintone
kintone
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