How to integrate kintone with Raku-Raku Sales to register a record in Raku-Raku Sales when the status is updated in kintone

Step 1: Connect My App

‍Connecting My App first will make the subsequent settings proceed smoothly.
First, let's connect the kintone you are using with Yoom.
Select My App → New Connection from the left side of the Yoom page.

Please search for kintone.
From here, please refer to the My App Registration Method and register the details.
If registration does not go well, please refer to the Help Page.

Next, connect with Rakuraku Sales.
Similarly, select My App → New Connection → Rakuraku Sales from the left side of the Yoom page.
The following screen will appear, so please refer to it and set it up.
※You will need to contract the API connection option with Rakuraku Sales and register Yoom's IP address. Please check Yoom's IP address here.

It's OK if two apps are connected to My App.

‍Step 2: Set Triggers and Actions

‍This time, we will use this template.
Open the template page and click 'Try this template'.
If you are using Yoom, log in, and if you are new, register as a member.
When you proceed to the next step, the template will be automatically copied to your workspace.
You can change the template name as needed.
Click My Projects on the left side, and the template you just copied will appear.
Click the ellipsis (...) on the right side and select Edit.

This time, it's the following three steps.
Let's set it up together!

Now, let's set the app trigger.
Select "When the status is updated (Webhook activation)".
You can change the title to something easy to understand.
Check the account information to be linked and proceed to the next step.
Please refer to this article for setting up the Webhook event reception for the app trigger.

Since this time we will use the status update as a trigger, we will also set up process management on the kintone side.
Select Process Management from the settings list.
Please refer to this for setting it up.

This time, the process is as follows.

Once the process settings are complete, register a test record and proceed to start the response status.

Return to Flowbot, test, and save if successful.
Next, click "Retrieve Record".
Please link the database.

Proceed to the next step and set the conditions for the record you want to retrieve.
Select {{Record ID}} from the output and test.
If the record information is reflected in the output field obtained below the test, save it.

Next, click "Register Record".
Please also check the account information to be linked.
The action will not be changed.
Let's set the required items.

Set the registration data.
The ID of the header item is easy to understand if it matches the header of kintone.
Select the value to be registered from the output.

Set for the number of items.

If you run out of fields, click "Add Registration Data" to increase the fields.

Once all registrations are complete, test and save.
Finally, turn on the app trigger.
Thank you for your hard work.
Even someone like me who is not familiar with programming was able to proceed easily.
The Flowbot used this time is here ↓

Other Automation Examples Using kintone and Raku-Raku Sales

1.A flow to add kintone information to Raku-Raku Sales.
This flow registers information in Raku-Raku Sales when a kintone record is registered, making it ideal for those who want to transfer all information at once.
It seems useful for inventory management of products.

2.This is the flow to integrate information from Rakuraku Sales to kintone.
This flow is the reverse of the one introduced earlier.
While the main information management is done in Rakuraku Sales, it is recommended for those who collaborate with other departments in kintone as it saves the effort of re-entering data.

3.When a record is registered in kintone, update the customer information in Rakuraku Meisai flow.
It automatically registers customer information using the kintone record, preventing errors from manual input.

Summary

This time, we introduced a flowbot that "registers a record in Raku-Raku Sales when the status is updated in kintone".
The automation through the integration of kintone and Raku-Raku Sales offers many benefits, such as improved data consistency and accuracy, and faster customer response.
This can lead to increased efficiency and quality in operations.

In particular, by utilizing the no-code tool Yoom, you can easily achieve integration without technical knowledge.
You can register for Yoom for free from here. →Get Started

楽楽販売を活用した自動化例

楽楽販売の情報をもとに契約書を送付する

楽楽販売の情報をもとにクラウドサインやDocusignで契約書を自動で送付します。

フォームが送信された内容を楽楽販売に追加する

Googleフォームなどで送信された内容を楽楽販売に自動で追加します。

ECサイトで注文が発生したら楽楽販売に追加する

ShopifyやBASEなどで注文が発生したら楽楽販売に自動で追加します。

kintoneと楽楽販売を連携するメリット

メリット1: データの一貫性と精度の向上

従来の手動でのデータ入力ではヒューマンエラーによるミスが発生しやすく、入力のタイミングによっては情報のズレが生じることがありませんか？
自動化によってステータス更新時にリアルタイムでデータが同期されると、常に最新の情報が両システムに反映されます。
このように、エラーのリスクが大幅に低減されれば、信頼性の高いデータ管理が実現するはずです。
さらに、データの正確性が確保されることで、営業活動や業務判断の精度が向上すれば、業務全体の効率化と品質の向上にもつながるのではないでしょうか。

メリット2: 顧客対応の迅速化

自動化により、kintoneでステータス更新されるとリアルタイムでレコードが楽楽販売に反映されるため、営業やサポートチームは常に最新の情報をもとにスピーディーに対応できるはずです。
たとえば、顧客からの問い合わせやリクエストに対して、最新の進捗状況や取引情報を即座に確認できれば、適切かつ迅速な対応が可能になるのではないでしょうか。
これにより、顧客対応のスピードと質が向上すれば、顧客満足度も高まりそうですね。

まとめ

今回は「kintoneでステータスが更新されたら楽楽販売にレコードを登録する」フローボットを紹介しました。
kintoneと楽楽販売の連携による自動化は、データの一貫性と精度の向上、顧客対応の迅速化といった多くのメリットがあります。
これにより、業務の効率化と品質向上が期待できます。

特に、ノーコードツールYoomを活用することで、技術的な知識がなくても簡単に連携を実現できますよ。
この機会に、ぜひ自動化を取り入れてみてくださいね！