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Automate your workflow with Board & Yoom

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.
Start automating!
Board

No-Code API Actions

Automation operations
  • 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)
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