When a supplier is registered in Rakuraku Sales, add it to the board.

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  2. Board
  3. When a supplier is registered in Rakuraku Sales, add it to the board.
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■Overview

This is a flow to add a client to the board once it is registered in Raku-Raku Sales.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.

‍

‍■Recommended for

1. Those managing clients in Raku-Raku Sales

・Those who regularly register new clients in Raku-Raku Sales

‍

2. Those using the board

・Those who manually register clients from Raku-Raku Sales to the board

‍

■Benefits of using this template

When managing clients in both Raku-Raku Sales and the board, missing or delayed information registration can disrupt business operations.
Additionally, if there are many clients to be transferred, the workload increases, and the risk of human error also rises.

This flow automates the addition of clients to the board once they are registered in Raku-Raku Sales, preventing human errors.
Since manual updates to the board are no longer necessary, there are no missing or delayed registrations, ensuring smooth business operations.

‍

■Notes

・Please integrate Yoom with Raku-Raku Sales, Misoca, and Outlook.

・Raku-Raku Sales is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations and data connections set in the flow bot will result in errors, so please be cautious.

・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.

・For instructions on how to integrate your board with My Apps, please refer to here.

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