To integrate Garoon with board, and register a client as an order destination in board when a workflow is applied in Garoon.

Using the board allows you to efficiently register information such as sales, order processing, and billing tasks, making it very convenient.
However, manually entering the information of business partners applied for within the company into the board each time is cumbersome.
This article introduces a method to register business partners applied for in Garoon's workflow as order destinations on the board by utilizing the no-code tool Yoom to link Garoon and the board.
Automating input tasks can improve operational efficiency and reduce human error.
We will clearly explain the benefits of linking Garoon and the board and the easy steps to link them without requiring specialized knowledge, so please read to the end.

[What is Yoom]

Recommended for

・Business personnel at companies manually entering business partner information across multiple systems
・IT personnel at companies considering workflow automation to improve operational efficiency
・Quality control personnel at companies aiming to reduce human error and manage data accurately
・Managers at companies looking to smooth information sharing between departments and enhance transparency

Benefits and Examples of Linking Garoon and the Board

Benefit 1. Improved Operational Efficiency

By linking Garoon and the board, you can automatically register the information of business partners applied for in Garoon's workflow as order destinations on the board, reducing manual input tasks.
For example, when a sales representative registers a new business partner, traditionally, they needed to input data into multiple systems while checking the application form.
Automating this process can shorten work time, allowing time to be allocated to other tasks.
As a result, the overall workflow becomes smoother, and processing speed is expected to improve.

Benefit 2. Reduction of Human Error

When data entry and verification tasks are performed manually, human error tends to occur.
However, by linking Garoon and the board, you can automatically register business partners applied for in Garoon to the board, minimizing this risk.
For example, when manually entering the company name, address, and phone number of a business partner as an order destination on the board, typos and transcription errors may occur, but automation allows accurate data to be reflected in the system.
As a result, it is expected to prevent potential future issues such as invoice sending errors or incorrect delivery destinations.

Benefit 3. Quick Information Sharing and Enhanced Transparency

Linking Garoon and the board allows for quick sharing of business partner information with related departments, improving information transparency.
For example, when the sales team signs a contract with a new business partner, automatically reflecting that information as an order destination on the board enables personnel to quickly access the necessary data.
This prevents communication errors and oversights between departments, allowing for a system that can respond quickly and accurately.
Since it enables smooth collaboration with multiple departments, overall operational efficiency is expected to improve.

How to Create a Garoon and Board Linking Flow

From here, we will explain how to create a flow that links Garoon and the board to register business partners applied for in Garoon's workflow as order destinations on the board!
Even if you are worried about app linking operations, you can smoothly set it up by following the steps.

〈The following processes will be created〉
・Link Garoon and the board with My Apps
・Copy the template
・Set triggers in Garoon and operations in the board
・Check the board's linking operation

Please register for Yoom for free from here first.
※ If you are already registered, please log in. Step 1: Link Garoon and board to My Apps 1. How to register Garoon Click "My Apps" and select Garoon from "New Connection". Refer to the content in the red frame and use Base64 encoding to enter the required fields.
For more details, please check here.
The account name can be anything you like. Please set it to something easy to understand, such as a company name or person in charge. Once the input is complete, click "Add" to finish. 2. How to register board
Next, select board from "New Connection". Enter the account name and access token. Account Name: Register any account name
Access Token: Please enter the API token 【How to obtain the API token】
Open the Developer API Settings for board and refer to the help article to generate a new token. The API token will be displayed as shown in the image above.
Once the settings are complete, click "Save" to complete the linkage. Next, please click "Try it" on the template below.
From the next step, we will start creating the flow!

Step 2: Setting the Trigger to Activate When a Workflow is Approved in Garoon

First, let's set up "When a workflow is approved".

Title: Can be changed as desired.
Account information linked with Garoon: Ensure the account you want to link is selected.
Trigger action: Be sure to select "When a workflow is approved".

Create a sample workflow in Garoon and approve it.

Trigger activation interval: Set as desired.
※ The activation interval may not be selectable depending on your Yoom plan.
Subdomain: Obtain and set it from the URL of the sample Garoon you set earlier.
Application form ID: Obtain and set it from the URL of the sample application form you set earlier.

When you run the test, the information from the application form you set earlier will be obtained as output.
Once confirmed, click "Save".

Step 3: Register the Order Destination in board

Next, let's set up "Register Order Destination".

Title: Can be changed as desired.
Account information linked with board: Ensure the account you want to link is selected.
Trigger action: Be sure to select "Register Order Destination".

API Key: Enter according to the annotation.

The order destination name, order destination abbreviation, and phone number are set as shown in the image above. (Since they are already set, proceed without changing them.)
By setting it this way, when a workflow is approved in Garoon, the "order destination name", "order destination abbreviation", and "phone number" can be automatically registered in the board's order destination.

【Supplementary Information】

※ If no values are set, please refer to the image above and set them.

If the test is successful, click "Save".

Step 4: Turn ON the Trigger

Now that all settings are complete, please "Turn ON the Trigger".
This completes the flow of "Registering the client applied for in Garoon's workflow as an order destination in board".

Introduction to Other Automation Examples Using Board

1. This flow automatically updates the status of a deal on the board when the status is updated in Salesforce.
By utilizing this flow, you can automate data entry tasks, which is expected to improve operational efficiency.
Additionally, it can reduce human errors and maintain the accuracy of information shared between different applications.

2. This is a flow to automatically generate invoices on the board when the status of kintone is updated.
By utilizing this flow, it is expected to improve productivity by streamlining the invoice issuance process.

3. This is a flow where customer information on the board is automatically updated when a row is updated in Google Sheets.
By utilizing this flow, information from Google Sheets can be automatically referenced in the board, eliminating the need for inter-departmental information sharing, and thus maintaining the consistency of customer information.

Summary

In this article, we introduced a method to integrate Garoon with board, allowing you to register clients applied for in Garoon's workflow as order destinations in board. How did you find it?
By utilizing this flow, you can automate data entry tasks and potentially reduce human errors.
Additionally, it enables quick information sharing with other departments, which can improve information transparency.
At Yoom, besides Garoon and board, we can integrate with a wide variety of other applications!
Please check out our other articles, and we hope they can help improve your business performance.