■Overview
This is a flow where, when https is sent in Raku-Raku Sales, it is registered in the company's system using RPA.
By using Yoom, you can easily connect between applications without the need for programming.
■Recommended for
1. Companies using both Raku-Raku Sales and their own systems
・Those who manage information related to sales, customers, orders, etc., with Raku-Raku Sales
・Those who want to utilize the registration information from Raku-Raku Sales in their own systems
2. Those aiming to improve information management efficiency
・Those who want to automate the connection between multiple systems and achieve rapid information sharing
・Those who want to reduce manual transcription and improve information accuracy by preventing human errors
■Benefits of using this template
With this flow, information added to Raku-Raku Sales can be automatically registered in your company's system.
Manual transcription is no longer necessary, allowing smooth operations using your company's system, and improving information accuracy by preventing input errors and registration omissions.
■Notes
・Please link Raku-Raku Sales with Yoom.
・Raku-Raku Sales requires a team plan or higher, and operations that manipulate the browser are only available with the success plan. For other plans, the configured operations will result in an error, so please be careful.
・Paid plans such as the team plan and success plan offer a 2-week free trial. During the free trial, you can use restricted apps and features (operations).
・For instructions on setting up operations that manipulate the browser, please refer to here.
・Please customize the operations that manipulate the browser according to the system you are using.