When the status is updated in @pocket, register a record in Rakuraku Sales.

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  2. Rakuraku Sales
  3. When the status is updated in @pocket, register a record in Rakuraku Sales.
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■Overview

This is a flow to register a record in Rakuraku Sales when the status is updated in @pocket.

With Yoom, you can easily achieve this flow without programming, as it allows for integration between apps.

‍

■Recommended for

1. Those who use @pocket for business

・Those who manage customer and contract information with @pocket

‍

2. Those who manage data with Rakuraku Sales

・Those who process data related to contracts and billing with Rakuraku Sales

‍

■Benefits of using this template

When registering records in Rakuraku Sales based on data from other tools, manual transcription each time can be cumbersome.

This flow can reduce errors and work time associated with manual input into Rakuraku Sales, thereby improving work efficiency.

The flow is triggered every time the status in @pocket is updated, allowing for smooth synchronization of data you want to register in Rakuraku Sales.

‍

■Notes

・Please integrate Yoom with both @pocket and Rakuraku Sales.

・Branching is a feature available with the Mini Plan or higher (Operation). If you are on the Free Plan, the operation of the flow bot you set will result in an error, so please be careful.

・Rakuraku Sales is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operation or data connect of the flow bot you set will result in an error, so please be careful.

・Paid plans such as the Mini Plan, Team Plan, and Success Plan offer a two-week free trial. During the free trial, you can use apps that are subject to restrictions.

・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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It is possible to automate various tasks by integrating with Raku-Raku Sales API without any code. You can automate the registration of information to Raku-Raku Sales or connect Raku-Raku Sales data to other SaaS tools.
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