■Overview
This flow adds form information to RakuRaku Sales when a form is issued in RakuRaku Meisai.
■Recommended for
1. Those who use RakuRaku Meisai to issue forms
・Those who issue invoices for each project
・Those who issue forms in real-time and respond promptly
2. Those who utilize RakuRaku Sales in their business
・Those who consolidate information related to sales management
・Those who visualize information with graphs and tables to improve business operations
■Benefits of using this template
RakuRaku Meisai is a useful tool for smoothly managing and creating forms.
By linking issued invoice information with RakuRaku Sales sales information, you can accurately grasp sales performance and connect it to analysis tasks.
However, manually entering the form information created in RakuRaku Meisai into RakuRaku Sales increases the risk of human error.
This flow is suitable for those who want to minimize human error and improve operational efficiency.
Since form information from RakuRaku Meisai can be automatically registered in RakuRaku Sales, it eliminates the need for manual entry and prevents input errors.
Additionally, by automating tasks, the entire team can focus on core operations, leading to increased productivity.
■Notes
・Please link both RakuRaku Meisai and RakuRaku Sales with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・RakuRaku Sales is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation or data connection of the set flow bot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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