How to integrate RakuRaku Meisai with Notion and add a form to Notion when it is issued in RakuRaku Meisai

How to Create a Connection Flow between RakuRaku Meisai and Notion

Step 1: Connect RakuRaku Meisai and Notion with My Apps

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

‍1. After logging into your Yoom account, register the apps 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 first app registration is complete, click the "New Connection" button again to register the next app.

3.Once registration in My Apps is complete, the corresponding icons will be displayed.
Be sure to check that the icons for the two registered apps are displayed correctly.

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

Step 2: Select a Template and Prepare a Storage Location

This time, we will create a flow to 【Add form information to Notion when a form is issued in RakuRaku Meisai】.
By utilizing this flow, information will be automatically entered into Notion when a form is issued, reducing the need for manual input and shortening work time.
By preventing input errors and omissions due to manual work, the accuracy of shared information may increase, leading to improved productivity.

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

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

Step 3: Set the Trigger to Activate When a Form is Issued in RakuRaku Meisai

‍1. Follow the steps and edit by clicking the flow icons in order.‍
Each icon has a "!" mark, so proceed by clicking them in order.
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 select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Note that the shortest activation interval varies depending on the plan, so please be careful.
‍Once the settings are complete, click Test.
If no errors occur, save it.

Step 4: Notion Settings

1. Return to the flow. Next, click the "Add Record" icon.

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

3. Enter the database ID.
If an error occurs, please refer to the following link.
Common Errors and Verification Methods for Notion IDs
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 【Adding form information to Notion when a form is issued in RakuRaku Meisai】. ‍

Step 5: Test and Verification

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

Even non-engineers can easily set up using Yoom's template.
Try this convenient flow from the link below.

Other Examples of Automation Using Notion

There are many other examples of automation using Notion in Yoom, so here are a few.

1. This is a flow where a folder is created in Google Drive when a client is registered in Notion.
By implementing this flow, after adding a client in Notion, a folder for the client is automatically created in Google Drive, eliminating the need to create it manually.
Not only does it save the effort of creating folders, but it also allows for quick folder creation, enabling speedy progress in work.

2. This is a flow that adds form information to a Microsoft Excel database when a form is issued in RakuRaku Meisai.
‍ By utilizing this flow, when a form is issued in RakuRaku Meisai, the information is automatically reflected in the Microsoft Excel database.
This allows for quick report creation and analysis of sales and expenditure data, reducing work time and improving operational efficiency.

3. This is a flow for automatically sending emails via Gmail using information from a Notion database.
Based on the information from the Notion database, this flow automatically creates and sends emails through Gmail.
This eliminates the need for manual email creation and sending, allowing you to allocate that time to other important tasks.

Summary

By integrating Rakuraku Meisai with Notion, information is centrally managed, allowing you to easily access the necessary data.
With Yoom, you can easily integrate without programming knowledge.
Let's aim to improve both the quality and speed of work by utilizing automation to streamline routine tasks.