Retrieve customer information from kintone at the specified date and time, and send a template email via Gmail.
Gmail kintone

Retrieve customer information from kintone at the specified date and time, and send a template email via Gmail.

Yoom's Gmail &  kintone  are ready to use! Automate tasks instantly—just copy the template!

■Overview

This flow retrieves customer information from kintone at a specified date and time and sends a template email via Gmail.

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

■Recommended for

  • Sales or customer support representatives at companies managing customer information with kintone
  • Those who find it cumbersome to send regular follow-up emails to customers
  • Corporate sales representatives or assistants who want to send reminder emails to customers in line with contract renewal periods or deadlines
  • Those who wish to schedule and send coupons or campaign information to multiple customers who meet certain criteria

■Benefits of using this template

By implementing this flow, template emails in Gmail are automatically sent based on customer information managed in kintone, according to a specified schedule.

Reminders aligned with contract renewal periods or deadlines, birthday greetings or coupons for individual customers, and campaign information based on purchased products or purchase frequency are automated.

This eliminates the need for manual information retrieval and email creation/sending, preventing errors in recipient addresses and missed sends.

Additionally, using templated emails ensures consistent quality communication.

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What is Yoom hyperautomation?
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Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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About the Apps You Use
Gmail
Gmail
Templates using

This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.

This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.

This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
kintone
kintone
Templates using

This is a flow for adding information from kintone to Airtable. It eliminates the hassle of sharing data registered in kintone each time and saves the effort of adding it to Airtable, thereby streamlining business operations. Additionally, it prevents the occurrence of human errors.

This is a flow for creating new posts in WordPress based on information from kintone. By using this flow, information from kintone is automatically posted to WordPress, eliminating the need for manual data entry. Efficient information management becomes possible.

This is a business workflow that automatically creates tickets in HubSpot with one click from kintone. This reduces effort and improves operational efficiency while maintaining data consistency.
About the apps you use
Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
see details
Templates

This is a flow that is triggered at the end of each month to send an email via Gmail. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.

This is a business workflow that automatically adds Gmail received content to Notion. It streamlines email management and information organization, eliminating the need for manual transcription. By ensuring important emails are securely saved and shared, it enhances the team's operational productivity.

This is a flow to automatically sort emails received in Gmail by keywords and forward them to the appropriate person in charge. By using this flow, you can detect specific keywords and forward them to the appropriate person. This will likely lead to improved customer response times.
kintone
With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
see details
Templates

This is a flow for adding information from kintone to Airtable. It eliminates the hassle of sharing data registered in kintone each time and saves the effort of adding it to Airtable, thereby streamlining business operations. Additionally, it prevents the occurrence of human errors.

This is a flow for creating new posts in WordPress based on information from kintone. By using this flow, information from kintone is automatically posted to WordPress, eliminating the need for manual data entry. Efficient information management becomes possible.

This is a business workflow that automatically creates tickets in HubSpot with one click from kintone. This reduces effort and improves operational efficiency while maintaining data consistency.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
    When an email with a specific label is received (Specify Label ID)
    When a record is added
    When a record is added or edited
    When a record is added (Webhook Trigger)
    When a record is edited (Webhook Trigger)
    When a record is deleted (Webhook Trigger)
    When a comment is posted (Webhook trigger)
    When status is updated (Webhook trigger)
    When updated to a specified status (Webhook trigger)
    When updated to a status specified by regular expression (Webhook trigger)
Flowbot operations
    List Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
    Get Record Details
    Search Record IDs
    Add Record
    Update Record
    Post Comment
    Upload File
    Link File to Record
    Get File Keys for a Record
    Download File
    Delete Record
    Search Records by Query
    Update Record (Checkbox field)
    (Guest Space) Get Record Details
    (Guest Space) Search Record IDs
    (Guest Space) Add Record
    (Guest Space) Update Record
    (Guest Space) Add Comment
    (Guest Space) Upload File
    (Guest Space) Attach File to Record
    (Guest Space) Get File Keys for Record
    (Guest Space) Download File
    (Guest Space) Delete Record
    (Guest Space) Search Records by Query
    (Guest Space) Update Record (Check box field)
    Add Rows to Table
    Update Table rows
    Delete files attached to a record
    Update record status
    Bulk update record statuses
    Update record (User selection field)
    Post a comment (with mentions)
    Add a record (File field)
    Get comments for a record
    Get one record
    Update subtable rows (multiple rows)
    Get App Field Information
Flowbot triggers
    When an email matching specific keywords is received
    When an email with a specific label is received
    When an email with a specific label is received (Specify Label ID)
Flowbot operations
    List Message IDs
    Move Message to Trash
    Add Label to Specific Message
    Remove Label from Specific Message
    Retrieve Specific Message
Flowbot triggers
    When a record is added
    When a record is added or edited
    When a record is added (Webhook Trigger)
    When a record is edited (Webhook Trigger)
    When a record is deleted (Webhook Trigger)
    When a comment is posted (Webhook trigger)
    When status is updated (Webhook trigger)
    When updated to a specified status (Webhook trigger)
    When updated to a status specified by regular expression (Webhook trigger)
Flowbot operations
    Get Record Details
    Search Record IDs
    Add Record
    Update Record
    Post Comment
    Upload File
    Link File to Record
    Get File Keys for a Record
    Download File
    Delete Record
    Search Records by Query
    Update Record (Checkbox field)
    (Guest Space) Get Record Details
    (Guest Space) Search Record IDs
    (Guest Space) Add Record
    (Guest Space) Update Record
    (Guest Space) Add Comment
    (Guest Space) Upload File
    (Guest Space) Attach File to Record
    (Guest Space) Get File Keys for Record
    (Guest Space) Download File
    (Guest Space) Delete Record
    (Guest Space) Search Records by Query
    (Guest Space) Update Record (Check box field)
    Add Rows to Table
    Update Table rows
    Delete files attached to a record
    Update record status
    Bulk update record statuses
    Update record (User selection field)
    Post a comment (with mentions)
    Add a record (File field)
    Get comments for a record
    Get one record
    Update subtable rows (multiple rows)
    Get App Field Information
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