When a report is issued in Raku Raku Meisai, add the report information to SPIRAL.

■Overview

This is a flow that adds form information to SPIRAL when a form is issued in Rakuraku Meisai.

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■Recommended for‍

1. Those who issue forms using Rakuraku Meisai

・Those who issue invoices for each project

・Those who issue forms in real-time and respond quickly

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2. Those who manage data using SPIRAL

・Those who use data for aggregation and analysis

・Those who accumulate information related to leads

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■Benefits of using this template

Rakuraku Meisai is a useful tool for efficiently creating, issuing, and managing forms such as invoices.
However, manually entering information into SPIRAL every time a form is issued in Rakuraku Meisai takes away time from creative tasks.

This flow is suitable for those who want to reduce the time spent on tasks and allocate more time to higher-priority work.
By utilizing this flow, you can automatically register information from Rakuraku Meisai into SPIRAL, eliminating the need for manual entry.
By using the time saved on other tasks, the entire team can focus on core tasks, leading to increased productivity.
Additionally, since the registration is done using the referenced information, it maintains the transparency of the shared information.

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■Notes‍

・Please integrate Rakuraku Meisai and SPIRAL 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.