When a supplier is registered in Airtable, add it to the board.

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■Overview

This is a flow that adds to the board when a supplier is registered in Airtable.

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■Recommended for

1. Those who are using Airtable to advance their work

・Those who centrally manage supplier information in Airtable

・Those who are using Airtable data in conjunction with other tools

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2. Those who are utilizing the board in their work

・Those who use the board for billing operations

・Those who want to automate the addition of suppliers

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■Benefits of using this template

The board can be used for billing operations, and it is beneficial for streamlining the creation and sending of invoices.
However, if you are manually linking supplier data from Airtable to the board each time, there is a possibility of incorrect entries or omissions.

This template allows you to automatically add suppliers to the board when they are registered in Airtable, streamlining manual input tasks.
By automating the addition of suppliers to the board, information can be reflected quickly, improving work speed.

Additionally, by linking with chat tools, notifications can be sent when a supplier is registered on the board, facilitating smooth information sharing within the team.

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■Notes

・Please link both Airtable and the board with Yoom.

・For instructions on how to link the board with My Apps, please refer to here.

・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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About the Apps You Use

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.

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Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.

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