■Overview
This is a flow where, once a client application is approved in CollaboFlow, the client information is registered in board.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Companies using CollaboFlow as a workflow tool
・Those who use CollaboFlow for client applications, etc.
・Those who want to automate post-approval tasks to improve operational efficiency
2. Companies adopting board as an invoice creation tool
・Those who want to promote automation of operations and reduce manual tasks to minimize errors
・Those who want to automate client management tasks and focus resources on more important tasks
■Benefits of using this template
By utilizing CollaboFlow to automatically register client information in board when a client application is approved, you can enjoy the following benefits.
Firstly, there is no need for manual information registration, which improves work efficiency.
Automation not only saves time but also prevents errors, enabling accurate data management.
Furthermore, centralized management becomes easier, facilitating smooth information sharing among teams.
As a result, quick responses are possible, improving the quality of client interactions.
■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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