■Overview
This is a flow to add a client to Jobkan Expense Management and Workflow when they are registered in Airtable.
By using a trigger with a Chrome extension, you can directly activate the trigger from Airtable.
■Recommended for
1. Companies managing customer databases with Airtable
・Those who want to sync with other systems when adding new clients
・Those who want to save the trouble of manual data entry and work efficiently
2. Companies using Jobkan Expense Management and Workflow
・Those who want to reduce manual work and input errors by integrating with other tools
■Benefits of using this template
By using this template, the registration process of clients to Jobkan Expense Management and Workflow is automated.
This reduces working time and leads to improved operational efficiency.
Since there is no need to manually transfer information, the risk of input errors is reduced, contributing to improved data accuracy.
Additionally, information is added quickly, making it less likely for discrepancies between apps to occur.
This prevents situations where one app reflects the latest information while the other does not have the new client added, maintaining consistency of information.
■Notes
・Please integrate both Airtable and Jobkan Expense Management and Workflow with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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