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JUST.DB is a no-code tool that allows even non-engineers to easily create and manage databases, facilitating smooth data utilization.
However, manually registering customer information to the board every time a record is updated can be time-consuming and labor-intensive, potentially becoming a burden for the person in charge.
This article explains the benefits and setup methods when integrating JUST.DB with the board.
The content introduced this time is recommended for the following people!
By automatically adding customer information to the board every time a record is updated in JUST.DB, human input errors can be reduced.
When manually transcribing customer information, there is a possibility of the person in charge making typos on the keyboard or some information being lost during copy and paste.
Automation ensures that updated data is accurately synchronized, maintaining information consistency.
For example, when a sales office staff member changes a customer's address in JUST.DB, the customer information on the board is also automatically updated, allowing for always accurate customer information to be confirmed on the board.
As a result, it is expected that work efficiency will improve as operations can always proceed based on the latest information.
Manual data entry is a significant burden for personnel.
Especially when there is a large amount of input data or when information needs to be entered into multiple systems, it consumes time and effort.
Monotonous and time-consuming tasks not only take away time to focus on other important tasks, such as careful follow-up with customers, market trend analysis, and planning new sales strategies, but can also hinder motivation towards work.
By utilizing automation, manual transcription becomes unnecessary, allowing personnel to spend time on more value-added tasks, such as customer follow-up and data analysis.
For those who spend a lot of time on manual data transcription, it will be possible to allocate time to more creative and important tasks.
With manual data entry, there can be a time lag before information is shared.
Even if customer information is updated in JUST.DB, it was necessary to wait for manual input time by the person in charge before that information was reflected on the board.
Especially in departments that handle customer interactions, there is a risk of providing incorrect information to customers due to outdated information.
By utilizing automation, the latest information is shared on the board, allowing all stakeholders to act quickly based on the information.
For example, when a sales representative checks customer information from outside the office, the updates in JUST.DB are quickly reflected on the board, enabling proposal activities based on the latest information.
As a result, speeding up information sharing and improving the quality of sales activities can be expected.
In this article, we will proceed with integration using Yoom.
If you haven't used it yet, please take a look at First Time with Yoom.
Now, let's explain how to use the no-code tool Yoom to [Add customer information to the board when a record is updated in JUST.DB].
[What is Yoom]
It is possible to achieve this by receiving updates from JUST.DB using JUST.DB's API and adding customer information to the board using the board's provided API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.
If the following display appears, the template copy was successful.
1. First, click on "When a Webhook Event is Received" at the top.
2. Set the title as you like.
Enter the account information to connect with JUST.DB.
Select "When a Webhook Event is Received" as the trigger.
Once you have finished entering, click "Next".
3. Copy the Webhook URL and configure it in the management screen.
For detailed configuration instructions, refer to the link below.
How to Activate Yoom's Flowbot Using JUST.DB's Webhook
Once the configuration is complete, click "Test" and if there are no issues, click "Save".
4. Return to the flow.
Next, click on the "Retrieve Record (ID Search)" icon.
5. Enter the account information to connect with JUST.DB.
Select "Retrieve Record (ID Search)" as the action.
6. Database Integration will be configured.
Domain, Table Identifier, and Table Definition File are required fields, so be sure to set them.
Once the configuration is complete, click "Next".
7. Conditions for the Record to be Retrieved will be set.
Click on the input field to display the output obtained earlier, and use it as needed.
Once the configuration is complete, click "Test" and if there are no issues, click "Save".
1. Finally, click on the "Register Customer Information" icon.
2. Enter the account information to connect with board.
Select "Register Customer" as the action.
Once you have finished entering, click "Next".
3. Each Item will be configured.
Be sure to enter all required fields.
Click on each input field to display the output obtained earlier, and use it as needed.
Once the configuration is complete, click "Test" and if there are no issues, click "Save".
4. This completes the flow of [Adding Customer Information to board When a Record is Updated in JUST.DB].
Once the setup is complete, the following screen will be displayed.
Click the "Turn ON Trigger" button to activate the flowbot.
With Yoom, you can easily set up without programming skills.
Try this convenient flow from the link below.
There are many other examples of automation using JUST.DB in Yoom, so here are a few.
1. This is a flow where a registered supplier in JUST.DB is added to the board.
By utilizing this template, the information of the registered supplier in JUST.DB will be automatically reflected on the board.
This will help reduce the need for confirmation and correction work after input, thereby improving the accuracy of the information.
2. This is a flow where the status in the board is updated when the status is updated in JUST.DB.
By using this template, any status updates in JUST.DB will automatically be reflected in the board.
This eliminates the need for manual input, reduces working time, and is expected to improve operational efficiency.
3. This is a flow to register inquiries received in Gmail to JUST.DB.
By using this template, you can register inquiries received in Gmail to JUST.DB.
This allows for quick confirmation of the necessary information for handling inquiries, which is expected to improve work efficiency.
By integrating JUST.DB with the board, customer information can now be automatically added to the board when records are updated in JUST.DB.
This reduces the burden of manual work and allows for faster sales activities and customer service.
Even without specialized knowledge, you can start automating tasks immediately using Yoom.
By utilizing pre-prepared templates, you can smoothly automate complex tasks and repetitive processes.
Why not aim for a more comfortable work environment by leveraging Yoom?
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