When a record is updated in JUST.DB, add customer information to the board.

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■Overview

This is a flow that adds customer information to the board when a record is updated in JUST.DB.

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

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‍■Recommended for

1. Those who use JUST.DB for business

・Those who want to quickly synchronize data with other apps used in conjunction

・Those who want to prevent data entry errors and omissions

2. Those who use the board for business

・Those who manage sales and customer information on the board

・Those who spend a lot of time on manual data entry

・Those who want to strengthen app integration and streamline sales processes

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■Benefits of using this template

By using this template, you can automatically register customer information on the board when a record is updated in JUST.DB.

The process from updating a record in JUST.DB to registering a customer on the board is expedited, allowing for timely sales activities and customer interactions.

Additionally, by eliminating manual entry, you can prevent input errors and omissions, thereby improving data accuracy.

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■Notes

・Please integrate both JUST.DB and the board with Yoom.

・For the method of integrating the board with My Apps, please refer to here.

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About the Apps You Use

JUST DB

Yoom allows you to integrate with JUST.DB's API without any code, enabling the automation of various tasks. You can connect with various SaaS platforms such as Google Sheets, Salesforce, and CloudSign, and automatically register and update information in JUST.DB.

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In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.

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