When an order destination is registered in JUST.DB, add it to the board.

■Overview

This is a flow to add a new client to the board once it is registered in JUST.DB.

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■Recommended for

1. Those who are using JUST.DB to proceed with their work

・Those who centrally manage clients in JUST.DB

・Those who are responsible for adding or updating information in JUST.DB on a daily basis

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2. Those who are using the board for billing operations

・Those who manage the progress and status of tasks related to clients on the board

・Those who manually input client information

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■Benefits of using this template

The board can streamline billing management operations, allowing for quick document creation and sending.
However, inputting information into the board needs to be done manually, which may feel cumbersome each time.

This template allows for automatic addition to the board when a client is registered in JUST.DB, thus streamlining manual tasks.
It can prevent duplicate or incorrect entries, reducing the need for confirmation or correction after input, and improving the accuracy of information.

Additionally, seamless addition of clients to the board allows for smoother subsequent operations.

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■Notes

・Please integrate both JUST.DB and the board with Yoom.

・Refer to this guide for the method to integrate with the board's My Apps.