■Overview
This is a flow to register clients applied through CollaboFlow as order recipients in board.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.
■Recommended for
1. Companies using CollaboFlow
・Departments applying for client (order recipient) registration through CollaboFlow
・Those who want to streamline post-approval operations in CollaboFlow
2. Companies using board for order operations
・Those managing order recipient and order information in board
・Those who want to reduce the effort required for registering order recipients
■Benefits of using this template
board is a tool that can register information such as sales, orders, and billing, and utilize it in business operations.
However, manually registering information approved internally each time is inefficient.
By using this template, you can automatically register new order recipients approved in CollaboFlow to board.
This not only facilitates smooth ordering to new clients but also prevents the risk of input errors and registration omissions.
Additionally, by integrating with chat tools like Slack, notifications can be sent after registering order recipients.
■Notes
・Please integrate Yoom with both CollaboFlow and board.
・For the method of integrating board with My Apps, please refer to here.
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