■Overview
This is a flow to register information from Sansan into the core system.
By using a trigger with a Chrome extension, you can directly activate the trigger from Sansan.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Those who manage business card information using Sansan
・Those who regularly input and manage data in Sansan
・Those who integrate business card information with other tools for centralized information management
■Benefits of using this template
This flow allows you to register Sansan information into the core system using RPA, reducing the effort of manual work.
It enables efficient centralized management of data in the core system, improving transparency and productivity in operations.
■Notes
・Please integrate Sansan with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・The operation to control the browser is a feature available only in the Success Plan. For Free Plan, Mini Plan, and Team Plan, the operation of the flow bot set will result in an error, so please be careful.
・Sansan is an app available only in the Team Plan and Success Plan. For Free Plan and Mini Plan, the operation and data connect of the flow bot set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use the apps that are subject to restrictions.
・For instructions on setting up operations to control the browser, please refer to here.
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