How to link RakuRaku Meisai and SPIRAL to add form information to SPIRAL when a form is issued in RakuRaku Meisai
How to Integrate Applications
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2024/10/01
How to link RakuRaku Meisai and SPIRAL to add form information to SPIRAL when a form is issued in RakuRaku Meisai
r.suzuki
In the course of advancing business, there is an increasing demand for operational efficiency and smooth data management. In particular, issuing forms and managing information are tasks that require effort and are prone to human error. In this context, no-code app integration is gaining attention. This time, we will introduce a system that allows automatic management of form information by integrating Rakuraku Meisai and SPIRAL. This can eliminate the hassle of manual input, maintain data accuracy, and improve overall productivity. This blog will also explain in detail the specific benefits and easy implementation methods using no-code, which requires no programming. Let's challenge app integration together!
Benefits of Integrating Rakuraku Meisai and SPIRAL
1. Improved Operational Efficiency
By automatically adding information to SPIRAL every time a form is issued with Rakuraku Meisai, the burden of manual input can be significantly reduced. This allows staff to focus on other tasks, improving overall operational efficiency. Furthermore, the speedy registration of data facilitates smooth information sharing with related departments, preventing work delays. For example, after issuing forms with Rakuraku Meisai, the task of manually inputting data into SPIRAL for sharing with the sales or legal departments can be reduced. Since data is shared automatically, content confirmation and subsequent actions proceed smoothly, reducing the likelihood of work bottlenecks.
2. Improved Data Accuracy
Automation can prevent manual input errors and data omissions. Since form information is automatically registered in SPIRAL, data consistency is maintained, and it is expected to always have reliable information available. This allows for the accurate utilization of data necessary for management decisions and customer responses, improving business quality. For example, startup company executives no longer need to manually check the status of forms such as invoices, and can easily grasp accurate sales information with SPIRAL. As a result, as the business grows, decision-making speed increases, and strategic decisions are expected to be strengthened.
[About Yoom]
How to Create a Flow for Integrating Rakuraku Meisai and SPIRAL
First, please access the official Yoom website and create an account. If you are already registered, please log in. Yoom Account Issuance Page
Step 1: Integrate Rakuraku Meisai and SPIRAL into My Apps
Once logged into your Yoom account, register the apps you will use. 1) Click "My Apps" and select "New Connection".
2) Select the app you want to register and log in with the account you use for each app. Once the first app is registered, click "New Connection" again to register the second app.
3) Once registered, icons will appear in My Apps. Check if the icons for the two registered apps are displayed.
Step 2: Select a Template
This time, we will create a flow called [Add form information to SPIRAL when a form is issued with Rakuraku Meisai]. This allows Rakuraku Meisai information to be automatically registered in SPIRAL, eliminating input tasks. By allocating the time spent on input tasks to other operations, the productivity of the entire team can be improved. Additionally, by utilizing quoted information for registration, the risk of human error can be avoided, and data accuracy is expected to be maintained.
Step 3: Setting Up Integration Between RakuRaku Meisai and SPIRAL
1) Click the "Try this template" icon on the previously introduced template to copy it to My Projects.
2) The following display will appear.
Click the "!" icons displayed on the right in order to edit the flow. You can change the title and details by clicking on them. Please make changes as necessary.
3) Click "App Trigger: When a form is issued".
4) Select the action "When a form is issued" and click "Next".
6) Return to the flow and click the icon "Integrate with App: Register History Group".
7) Select the action "Register Record" and click "Next".
8) Enter the required fields. If the app is registered, you can use the output information from RakuRaku Meisai to select and input from the suggestions. Once the input is complete, click "Save".
9)This completes the flow of [Adding form information to SPIRAL when a form is issued in RakuRaku Meisai].
Step 4: Testing and Verification
After completing the setup, the following display will appear, so click "Turn ON Trigger". Start the flow bot and verify that it operates correctly.
Here is the template used this time
Other Automation Examples Using RakuRaku Meisai and SPIRAL
We also have templates for automation using RakuRaku Meisai and SPIRAL available on Yoom, which we would like to introduce. Please utilize the templates according to your needs.
1. Add Form Information to a Microsoft Excel Database When a Form is Issued in RakuRaku Meisai
When a form is issued in RakuRaku Meisai, it is automatically added to Microsoft Excel, eliminating the need to log in to RakuRaku Meisai each time. This allows for speedy report creation and analysis of sales and expenditure data, improving operational efficiency. Furthermore, by automating data entry, input errors and omissions can be prevented, ensuring accurate data is reflected in Microsoft Excel, which enhances data accuracy.
2. Add form information to RakuRaku Sales when a form is issued in RakuRaku Meisai
Since form information from RakuRaku Meisai can be automatically registered in RakuRaku Meisai, it eliminates the need for manual input and helps prevent input errors. Additionally, by automating the process, the entire team can focus on core tasks, leading to improved productivity.
3. Create a folder in Google Drive when a client is registered in SPIRAL When a client is added in SPIRAL, a folder for the client is automatically created in Google Drive, saving manual time. By using the time previously spent on folder creation for other tasks, the entire team can focus on more important tasks, leading to improved work efficiency.
Summary
By integrating RakuRaku Meisai with SPIRAL, a system for automatically managing form information is realized. This automation is expected to eliminate the hassle of manual input and improve operational efficiency. Additionally, since the forms issued monthly are automatically added to SPIRAL, the accuracy of information is maintained, which also helps prevent human errors. With Yoom, it can be easily implemented without code, so you can introduce it with confidence even without programming skills. Please use this article as a reference to help improve your company's operational efficiency.
The person who wrote this article
r.suzuki
I came across Yoom when I was searching for ways to improve work efficiency on a daily basis at a small and medium-sized enterprise in a region where human resources are limited.
I was casually thinking that it would be nice if this were the case, and by introducing Yoom, we can make it so much more efficient! I'm moved.
Even though I have no knowledge or experience with systems or programming, my work has changed drastically, so I'm writing that I hope I can share it with many people who feel the same way.
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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