How to integrate Airtable with Jobcan to automatically add client information from Airtable to Jobcan

Many people utilize Airtable in their daily operations for project management and information organization. Are you spending too much time adding client information from Airtable to Jobcan Expense Management and Workflow? This article introduces a method to automate the addition of client information through the integration of Airtable and Jobcan. By eliminating manual data entry, you can enhance operational efficiency. This article provides a detailed explanation of specific steps and benefits for non-engineers aiming for no-code automation. Recommended for: - Accounting departments in companies facing challenges with expense management and client information accuracy. - Administrative and accounting personnel in small and medium-sized enterprises aiming for operational efficiency through automation. - IT personnel in companies looking to reduce the hassle of data integration between multiple tools. Benefits and Examples of Airtable and Jobcan Integration Significant Improvement in Operational Efficiency: By integrating Airtable with Jobcan Expense Management and Workflow, the manual effort required to input client information can be significantly reduced. For instance, when a new client is registered in Airtable, the information can be automatically reflected in Jobcan. This prevents input errors and eliminates wasted time, allowing staff to focus on their core tasks. Automating the traditional manual input process enables more accurate and faster management of client information, leading to a significant improvement in operational efficiency. Reduction of Errors and Improvement in Data Accuracy: Integrating Airtable with Jobcan allows for maintaining consistency in client information. Since client information is centrally managed, data duplication and inconsistencies are less likely to occur, and the information necessary for expense management and workflow is always reflected in its latest state. For example, when a new client is registered, the information is automatically reflected in Jobcan, reducing the risk of having different or outdated information across departments. This ensures that operations are conducted based on accurate data, enhancing the reliability of processes. Reduction of Employee Burden: Through business automation, manual data entry and verification tasks are reduced, allowing human resources to be allocated to more important tasks. For instance, staff in accounting and administrative departments no longer need to manually manage client information or expense management, enabling them to focus on more strategic tasks and improvement activities. This can lead to cost savings and a reduction in staff workload. As a result, operational efficiency may improve, potentially reducing overall operational costs. [Yoom Overview] How to Create an Airtable and Jobcan Integration Flow The steps are broadly as follows: - Integrate Airtable and Jobcan Expense Management and Workflow with My Apps - Copy the template - Set up Airtable triggers, followed by Jobcan Expense Management and Workflow action settings - Turn on the trigger and confirm the automation of the integration Let's proceed with the automation setup using Yoom! First, register the apps to be integrated into My Apps. Pre-registering in My Apps allows for smoother progression of subsequent steps. The template to be used in this instance is as follows.

Step 1: Integrate Airtable and Jobcan Expense Management & Workflow with My Apps

First, register Airtable with My Apps.
Here, you will configure the app information to be integrated into Yoom. Log in to the Yoom workspace and click + New Connection on the My Apps screen.

Enter Airtable in the search box and select Airtable.

A screen like the one in the image below will appear, so click "Add Base" in the red frame.
Click on the workspace you want to integrate and click "Allow Access".

Once the screen changes, Airtable will be added to My Apps.

Next, proceed to integrate Jobcan Expense Management & Workflow.
As before, click "New Connection" on the right side of the screen.

Enter Jobcan in the search box and click Jobcan Expense Management & Workflow.

A screen like the one in the image below will appear, so enter the necessary information and click Add.
※ For service integration methods, please refer to this help article.

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Jobcan Expense Management & Workflow will be displayed on the My Apps screen in Yoom. This completes the My Apps registration.

Step 2: Copy the Template

Next, copy the Yoom template.
Click the icon for "Try this template" on the banner below.

When a screen like the image below is displayed, the template copy is complete.

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Step 3: Setting up Airtable Trigger, followed by Jobcan Expense Management & Workflow Action Setup

Click "Install Extension" on the right side of the screen.
※ For instructions on setting up triggers using the Chrome extension, please refer to here.

Once the extension is installed, click "Register Client" within the red frame.

A screen like the image below will be displayed.
Verify that the integration details for Jobcan Expense Management & Workflow are correct, and click "Next".

The API connection screen will be displayed, so enter the necessary information.
※ For client code and client name, please check here.

Once the input is complete, click "Test" within the red frame in the image below.

If "Test Successful" appears, click "Save".

Step 4: Turn ON the Trigger and Confirm Automation Integration

Finally, the following screen will be displayed, so turn ON the trigger. The flow bot will start automatically.

This completes the automation setup. The template used this time is as follows.

Other Automation Examples Using Airtable and Jobcan

1. Create a Folder in Dropbox When a Client is Registered in Airtable

This is a flow where a folder is created in Dropbox when a client is registered in Airtable.
‍Manually creating a folder for each client can be tedious, but by implementing this integration, you can automatically create a client folder in Dropbox every time a client is added in Airtable.

2. How to Streamline Meeting Creation and Sharing with Airtable, Zoom, and Gmail Integration

This flow streamlines meeting creation and sharing through the integration of Airtable, Zoom, and Gmail.
‍ By implementing this automation, you can expect to save time and improve operational efficiency in the lengthy process from lead registration to Zoom meeting creation and sending meeting details via email to the other party.

3. Store application information in Google Sheets when an application is made in Jobcan Expense Management & Workflow

This is the flow to store information in Google Sheets when an application is made in Jobcan Expense Management & Workflow. By implementing this automation, it is expected to automatically reflect expense reimbursements and expenditure application information in the spreadsheet, thereby streamlining budget management and accounting management.

Summary

By utilizing Yoom's intuitive flow bot templates, integrating Airtable with Jobcan may reduce the time spent managing client information and lead to increased operational efficiency. By eliminating the hassle of manual data entry and reducing errors, the reliability and speed of operations can be improved. This is expected to particularly alleviate the burden on accounting and general affairs departments, creating an environment where they can focus on more important tasks.

Take this opportunity to experience operational efficiency by leveraging app integration with Yoom!