Once a supplier is registered in SPIRAL, add it to the board.

Try this Template

No items found.

■Overview

This is a flow to add to the board when an order destination is registered in SPIRAL.

‍

■Recommended for

1. Those who manage information with SPIRAL

・Those who utilize SPIRAL for centralized management of order destinations

・Those who link SPIRAL data with other tools

‍

2. Those who use the board to proceed with their work

・Those who are in charge of billing operations using the board

・Those who want to automate the registration of order destinations to the board

‍

■Benefits of using this template

The board is a tool that can streamline back-office operations such as document creation and business management.
However, the data required for management needs to be entered manually, which may feel cumbersome every time.

This template allows you to automatically add to the board when an order destination is registered in SPIRAL, reducing the burden of input work.
By automating the input work to the board, you can focus on core tasks and proceed with your work smoothly.

Additionally, it can prevent errors and omissions due to manual input, reducing the time spent on verification and data correction, and improving work productivity.

‍

■Notes

・Please link SPIRAL and the board with Yoom respectively.

・Please refer to here for how to link the board's My Apps.

・The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

After submitting the input form, register the order destination on the board once approved.

After submitting the Yoom input form, once approved, the order destination is registered on the board. This eliminates the need for manual transcription work, improving operational efficiency and reducing the risk of human error. Additionally, it can be shared with all team members, facilitating smooth information transmission.

See details

When a document is signed in CloudSign, update the deal status on the board.

When a document is signed in CloudSign, this flow updates the project status in the board. The entire process is completed automatically, eliminating the hassle of manual confirmation or data entry, thereby improving operational efficiency.

See details

When a record is registered in kintone, register the customer in board based on the registration information.

When a new record is registered in kintone, this flow links with the board to register a new customer based on the registration information. By advancing the flow bot based on the registration details, you can eliminate manual input errors and improve business efficiency.

See details

Notify Google Chat when a project is registered on the board.

When a new project is registered on the board, a notification is sent to Google Chat. This flow promotes information sharing across the entire team through real-time notifications to Google Chat, enabling prompt and courteous responses and strengthening collaboration.

See details

When a project is registered on the board, notify Microsoft Teams.

When a new project is registered on the board, this flow sends a notification to Microsoft Teams. It eliminates the need to manually enter project information registered on the board into Microsoft Teams, thereby improving work efficiency.

See details

Notify in Chatwork when a project is registered on the board.

When a new project is registered on the board, a notification is sent to Chatwork. By automating the process from board registration to Chatwork notification, information sharing is promoted, enabling prompt response and strengthening collaboration.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

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.

Related apps

freee Accounting

Misoca

Board

Billing Management Robo

PCA Cloud Accounting

Qualified Invoice Issuer Public Registry

Board

Templates using

View all related templates

SPIRAL®

At Yoom, you can utilize SPIRAL's API without any coding. For example, you can retrieve information from SPIRAL via the API and integrate it with other SaaS tools or automatically create documents. Additionally, it is possible to automate tasks such as registering information to SPIRAL or attaching files.

Related apps