When a client is registered in Mazrica, add them to Jobkan Expense Management and Workflow.

■Overview

This is a flow to add a client to Jobcan Expense Management and Workflow once it is registered in Mazrica.

By using a trigger with a Chrome extension, you can directly activate the trigger from Mazrica.

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

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‍■Recommended for

1. Those managing clients in Mazrica

・Those who regularly register or update clients

・Those who integrate Mazrica data with other tools

2. Those utilizing Jobcan Expense Management and Workflow in their work

・Those in the general affairs department responsible for application tasks

・Those who manually register clients

■Benefits of using this template

Manual registration of clients in Jobcan Expense Management and Workflow can lead to data entry errors or omissions.
Additionally, if you are registering based on Mazrica data, there will be data transfer tasks between tools, making the process complex and time-consuming.

This flow allows you to activate the flow from the client page in Mazrica and automatically add clients registered in Mazrica to Jobcan Expense Management and Workflow.
It prevents data inconsistencies between tools due to manual entry, reducing the need for confirmation and correction tasks after registration.

Moreover, even if there are many clients, registration to Jobcan Expense Management and Workflow can be done seamlessly, allowing for efficient work progress.

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■Notes

・Please integrate both Mazrica and Jobcan Expense Management and Workflow with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.