When a client is registered in Next SFA, add it to Jobcan Expense Management and Workflow.

■Overview

This is a flow to add a client to Jobcan Expense Management and Workflow when a client is registered in Next SFA.

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 applications.

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‍■Recommended for

1. Users of Next SFA

・Those who manage client information centrally

・Those who use Next SFA regularly for business operations

2. Users who process expenses with Jobcan Expense Management and Workflow

・Those responsible for expense management based on client information from Next SFA

・Those who want to streamline the addition of clients

■Benefits of using this template

By linking client information from Next SFA to Jobcan Expense Management and Workflow, you can streamline expense management operations.
However, manually entering data into Jobcan Expense Management and Workflow every time a client is registered in Next SFA can lead to input errors or omissions, making it inefficient.

This flow allows for the automation of adding clients to Jobcan Expense Management and Workflow, preventing human errors from manual tasks.
Automating client additions reduces waiting time until they are added, allowing for smoother expense management operations.

Additionally, by integrating with chat tools, you can notify about client additions, enabling speedy information sharing within the team.

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■Notes

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

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