To integrate kintone with RoboRobo Compliance Check and perform a compliance check whenever kintone is updated

All processes are completed in 4 steps.

1. Register kintone and RoboRobo as My Apps
2. Set a trigger to activate when the status is updated in kintone
3. Configure compliance checks in RoboRobo
4. Test and verify

Step 1: Integrate kintone and RoboRobo with My Apps

1. Log in to your Yoom account.

If you do not have an account, please create one first on the Yoom account creation page.

Click "My Apps" and select "New Connection".

2. Click on New Connection.

3. You can search by app name from the red frame. This time, search for and register both kintone and RoboRobo.
Once registration is complete, the icons for kintone and RoboRobo will appear in My Apps. Please confirm.

For more details on integrating kintone with My Apps, please refer to the following link:
How to Register kintone My App

For more detailed information about Yoom, please check the Yoom Help Center.

Select a Template and Prepare a Storage Location

Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Set the Trigger to Activate When the Status is Updated in kintone

1. First, click on "When the status is updated (Webhook activation)" at the top.

2. Set the title freely.
Enter the account information to link with kintone.
Select "When the status is updated (Webhook activation)" as the trigger.
Once the input is complete, click "Next".

3. Copy the Webhook URL and configure it in the management screen.
Refer to the link below for detailed configuration instructions.
Configure Webhook in kintone
If there are no issues, perform a test and save.

4. Return to the flow.
Click the icon to retrieve records.

5. Enter the account information to link with kintone.
Set the action to "Retrieve records".

6. Set the App ID.
When you click the input field, candidates will be displayed, and you can select any of them.
Once the configuration is complete, click "Next".

7. Set the conditions for the records you want to retrieve.
Once the input is complete, perform a test and save if there are no issues.

Step 3: Set Up Compliance Check with RoboRobo

1. Next, click the "Register Client/Execute Check" icon.

2. Enter the account information to link with RoboRobo.
Select "Register Client/Execute Check" as the action.
Once the configuration is complete, click "Next".

3. Enter each item.
The client name is a required field, so be sure to enter it.
You can also enter the client name from the output obtained earlier.
Set other items as desired.
Once the input is complete, perform a test and save if there are no issues.

4. Next, click "Wait".

5. Set the schedule.
The default setting is 5 minutes.
If there are no issues, save.

6. Next, click "Retrieve Check Results".

7. Enter the account information to link with RoboRobo.
Select "Retrieve Check Results" as the action.
Once the configuration is complete, click "Next".

8. Configure each item.
The client ID is a required field, so be sure to enter it.
You can select it from the output obtained earlier.
Once the input is complete, perform a test and save if there are no issues.

9. Finally, click "Update Record".

10. Enter the account information to link with kintone.
Select "Update Record" as the action.

11. Set the App ID.
Once the configuration is complete, click "Next".

12. Enter the conditions for the record you want to update and the values of the record after the update.
You can set the values of the record after the update from the output.
Once the configuration is complete, perform a test and save if there are no issues.

13. This completes the flow of [Automatically perform RoboRobo compliance check when the status is updated in kintone and reflect the results in kintone].

Step 4: Test and Verify

Once the configuration is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

By using Yoom's template, you can set it up smoothly without programming.
Click the link below to try this convenient flow.

Other Automation Examples Using kintone and RoboRobo

There are many other examples of automation using kintone and RoboRobo at Yoom, so here are a few introductions.

1. This flow automatically performs a compliance check with RoboRobo when a client is registered in kintone, and reflects the results in kintone.
In the flow introduced this time, a compliance check was performed with RoboRobo when the status was updated in kintone, but this template performs a compliance check when a client is registered in kintone.

2. This is a flow where once an account is registered in Salesforce, a RoboRobo compliance check is automatically performed, and the results are reflected in Salesforce.
Salesforce is a useful tool for customer management, but manually performing compliance checks when registering an account can be time-consuming and labor-intensive.
By utilizing this template, staff can be freed from manual work, and an improvement in operational efficiency can be expected.

3. This is a flow where compliance checks are performed with RoboRobo when company information is added to Google Sheets, and the results are reflected in Google Sheets.
By utilizing this flow, companies added to Google Sheets can be automatically checked for compliance with RoboRobo, and the results can be reflected in the sheet.

Summary

By integrating kintone with RoboRobo, it has become possible to automatically conduct compliance checks on RoboRobo triggered by status updates on kintone, and immediately reflect the results back to kintone.
Since the process from searching to reflecting results is automated, it is expected to reduce human errors such as input mistakes and omissions.
With Yoom, you can easily set it up without specialized knowledge or skills. Just follow the on-screen instructions, and you can immediately apply it to your work.
Furthermore, by integrating with other apps you regularly use, you can expect to improve work efficiency.
Let's aim to improve business processes by utilizing Yoom's rich templates.