Add the information approved in Jobcan Expense Management and Workflow to the sales data in RakuRaku Sales.

■Overview

This is a flow to add information approved in Jobcan Expense Management and Workflow to the sales data in RakuRaku Sales.

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

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‍■Recommended for

1. Those who use Jobcan Expense Management and Workflow in their business

・Those who want to streamline internal application processes using a workflow system

・Those who want to quickly share approved information among stakeholders

・Those who want to smoothly proceed with subsequent tasks after approval

2. Those who use RakuRaku Sales in their business

・Those who manage sales information with RakuRaku Sales

・Those who want to automate data registration to prevent human errors such as double entry, registration omissions, and input mistakes

・Those who want to reduce the burden of manual registration

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■Benefits of using this template

With this flow, application information approved in Jobcan Expense Management and Workflow is automatically reflected in RakuRaku Sales.

This reduces the burden on sales representatives and enables faster information sharing.
Team members can use the reflected information to smoothly proceed with follow-ups.

Additionally, automation helps prevent human errors such as input mistakes.

In addition to adding approved quote information to sales data, you can use it to synchronize various information such as customers, orders, and invoices by changing the settings of forms and integration destinations.