When a row is added to Google Sheets, register the customer on the board.
When a row is added to Google Sheets, register the customer on the board.
Launch this workflow to connect
Google Sheets &
Board
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■Overview
This is a flow to register customers on the board when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who manage customers using Google Spreadsheets
・Sales department personnel who input customer information
・Those who want to streamline by integrating Google Spreadsheets with the board
2. Those who use the board for administrative tasks
・Those responsible for daily customer registration on the board
・Those who want to streamline the process of customer registration on the board
■Benefits of using this template
Google Spreadsheets are suitable tools for information management.
However, manually registering customer information added to Google Spreadsheets on the board is time-consuming and labor-intensive.
This template allows automatic addition to the board when customer information is added to Google Spreadsheets.
This enables speedy management of customer information on the board, improving work speed and efficiency.
Additionally, even if different tools are used across departments, it facilitates smooth information sharing, allowing for seamless workflow progression.
■Notes
・Please integrate both Google Spreadsheets and the board with Yoom.
・Refer here for the method to integrate with the board's My Apps.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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See more
About the Apps
Templates using
Google Sheets
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
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Board
Templates using
Board
About the apps you use
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
Add order information to WooCommerce when a row is added in Google Sheets.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Add a new tab to the Google Spreadsheet at the beginning of each month.
Board
In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.
see detailsTemplates
No-Code API Actions
Executable API actions
Flowbot triggers
When a row is added
When a row is updated
When a customer is created or updated
When a new project is created
When a project is created or updated
New or Updated Deal (including lost)
Flowbot operations
Set a value in a cell
Get values
Clear values
Create a new spreadsheet
Copy a sheet (tab)
Add a new sheet (tab)
Delete Sheet (Tab)
Replace values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get sheet names
Apply a formula to a range
Enter values in a range
Embed an image in a cell
Sort by specific column
Hide a sheet
Add a note to the specified cells
Flowbot triggers
When a row is addedWhen a row is updated
Flowbot operations
Set a value in a cellGet valuesClear valuesCreate a new spreadsheetCopy a sheet (tab)Add a new sheet (tab)Delete Sheet (Tab)Replace valuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet sheet namesApply a formula to a rangeEnter values in a rangeEmbed an image in a cellSort by specific columnHide a sheetAdd a note to the specified cellsInsert columnsDelete columnsWrite values to multiple columns
Flowbot triggers
When a customer is created or updatedWhen a new project is createdWhen a project is created or updatedNew or Updated Deal (including lost)
Flowbot operations
Register CustomerGet CustomerGet customer list (search by tag)Register Project (Lump-Sum Billing)Create Project (Recurring billing)Get deal listGet Project Details[Deprecated] Update Project StatusGet invoice listChange Billing StatusUpdate InvoiceGet Invoice ID for Specific DealGet InvoiceUpdate Projects (Batch Invoicing)Update Project (Recurring billing)Delete DealUpdate Order StatusLock DealRegister VendorGet QuotationUpdate QuotationUpdate Invoice (specify line items as comma-separated)Update Quotation (Specify Line Items as Comma-separated)Get Delivery NoteUpdate Delivery NoteUpdate Delivery Note (specify line items as comma-separated)Get invoice list (filter by order status)Create Purchase Order (Lump-sum Payment)Create Purchase Order (Recurring Payment)Create Purchase Order (Installment Payment)Update CustomerGet Quotation ID for a Specific ProjectGet purchase order listGet vendor listGet VendorDelete VendorUpdate VendorUpdate AcceptanceUpdate Purchase OrderGet customer branch listRetrieve Customer BranchCreate Project (Split billing)Update Project (Split Billing)More inspiration for you
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