How to link RakuRaku Meisai with kintone and add to kintone when a form is issued in RakuRaku Meisai

Rakuraku Meisai is a convenient tool that allows you to easily issue electronic documents such as invoices and delivery notes.
However, manually entering Rakuraku Meisai information into kintone can be time-consuming and increase the risk of errors.
By integrating Rakuraku Meisai with kintone, accounting tasks become more efficient and the burden of data management is reduced.
Let's automate tasks by linking the applications together.

Benefits of Integrating Rakuraku Meisai with kintone

Benefit 1: Improved Work Efficiency

You can automatically add form information to kintone, eliminating the need for manual data entry.
This frees employees from time-consuming manual tasks, allowing them to focus on more strategic or analytical work.
For example, in the accounting department, the data entry work after issuing monthly invoices is reduced, allowing more focus on other important tasks, resulting in a smoother overall workflow.

Benefit 2: Reduced Error Rate

Automation significantly reduces input errors and data inconsistencies that are common with manual data entry. By ensuring data integrity and accuracy through automation, the reliability of operations is improved, and the effort required for verification and error correction in subsequent tasks is minimized. For example, in the sales department, input errors in customer information are reduced, enabling quick actions based on accurate data.

What is Yoom?

Yoom is a next-generation automation tool designed for those who want to streamline their daily administrative tasks and improve work efficiency! API integrations can be challenging for non-engineers, but Yoom eliminates the need for technical expertise or complex coding, allowing you to manage apps intuitively in one place with ease.

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Next, we will introduce how to create a flow bot that adds form information to kintone when a form is issued with Rakuraku Meisai.

How to Create a Connection Flow between RakuRaku Meisai and kintone

Step 1: Connect RakuRaku Meisai with kintone My Apps

If you are using it for the first time, please check First Time Yoom. ‍

1. Once you log in to your Yoom account, register the app you will use.
If you do not have an account, please create one on the Yoom account creation page first.
Click "My Apps" and select "New Connection".

2.Select the app you want to register and log in with the account corresponding to each app.
Once the registration of the first app is complete, click the "New Connection" button again to register the next app.

3.Once registration in My Apps is complete, the corresponding icon will be displayed.
Be sure to check that the icons for the two registered apps are displayed correctly.
For detailed registration methods for kintone, please refer to the link below.

How to Register kintone My Apps

If you have any other questions about Yoom, please check the Yoom Help Center

Step 2: Select a Template and Prepare the Storage Location

This time, we will create a flow of [Add form information to kintone when a form is issued in RakuRaku Meisai].
By utilizing this flow, information will be automatically added to kintone when a form is issued, preventing human errors from manual work.
Furthermore, by being able to share immediately, the person in charge can respond more quickly without being overwhelmed by confirmation work.

1. Click "Try it" from the link below.

2. If the following display appears, the template copy is successful.

Step 3: Set a trigger to activate when a form is issued in Rakuraku Meisai

1. Follow the steps and click on the flow icons in order to set them up.
Each icon has a "!" mark, so click them in sequence to proceed.
First, click on "When a form is issued" at the top.

2. You can freely change the title.
Enter the account information to link with Rakuraku Meisai.
Select "When a form is issued" as the trigger action.
Once the input is complete, click "Next".

3. Set the trigger activation interval.
You can choose the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Once the setup is complete, click Test.
If there are no errors, save it.

※ Please note that the shortest activation interval varies depending on the plan.

Step 4: Set an action to add a record in kintone

1. Return to the flow. Next, click on the "Add a record" icon.

2. You can freely set the title.
Enter the account information to link with kintone.
Select "Add a record" as the execution action.
Once the input is complete, click "Next".

3. Enter the app ID.
Once the input is complete, click "Next".

4. Enter the values for the record to be added.
Once the input is complete, click Test, and if there are no errors, save it.

5. This completes the flow of [Add form information to kintone when a form is issued in Rakuraku Meisai].

Step 5: Test and Verify

Once the setup is complete, the following screen will be displayed. Click the "Turn ON Trigger" button.
This will activate the flow bot.

Even without programming experience, you can easily set it up using Yoom's templates.
Try this convenient flow from the link below.

Other Examples of Automation Using Notion

There are many other examples of automation using Rakuraku Meisai and kintone in Yoom, so let me introduce a few.

1. This is a flow where form information is added to Notion when a form is issued in Rakuraku Meisai.
In the template introduced this time, form information was added to kintone, but in this template, it is added to Notion.

2. This is a flow to update customer information in RakuRaku Meisai when a record is registered in kintone.
By integrating kintone and RakuRaku Meisai, various operations can be automated.
In this flow, when a record is added to kintone, RakuRaku Meisai is updated.
Furthermore, the content to be added to RakuRaku Meisai can be freely set.

3. This is a flow to add form information to a Google Spreadsheet database when a form is issued in RakuRaku Meisai.
When a form is issued in RakuRaku Meisai, it can be added to Google Spreadsheet.
Additionally, by integrating with chat tools, it is possible to quickly share form information with specific members.

Summary

By integrating RakuRaku Meisai with kintone, there is no longer a need to manually enter RakuRaku Meisai information into kintone, freeing up staff from routine tasks that previously consumed their time, allowing them to focus on revising business workflows and other tasks.
Even those with no programming experience can easily integrate using Yoom.
Let's aim to improve efficiency and quality of work by automating routine tasks.