Retrieve customer information from kintone at the specified date and time, and send a template email via Gmail.
Retrieve customer information from kintone at the specified date and time, and send a template email via Gmail.
Launch this workflow to connect
Gmail &
kintone
!
■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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About the Apps
Templates using
Gmail
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.
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Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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.
Templates using
kintone
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 detailsTemplates
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.
Activate the flow bot at the end of each month to send an email in Gmail.
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.
Add Gmail inbox content to Notion
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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.
Automatically sort incoming emails in Gmail by keywords and forward them to the person in charge.
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 detailsTemplates
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.
Add information from kintone to Airtable
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.
Create a new post in WordPress based on information from kintone.
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.
Create a ticket in HubSpot with one click from kintone
No-Code API Actions
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
Search emails
Move Message to Trash
Add Label to Specific Message
Remove Label from Specific Message
Retrieve Specific Message
Get record details
Search record ID
Add record
Update record
Post comment
Upload file
Associate file with record
Get file keys linked to record
Download file
Delete record
Search records with a query
Update record (Checkbox field)
(Guest space) Get record details
Flowbot triggers
When an email matching specific keywords is receivedWhen an email with a specific label is receivedWhen an email with a specific label is received (Specify Label ID)
Flowbot operations
Search emailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific Message
Flowbot triggers
When a record is addedWhen a record is added or editedWhen 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 detailsSearch record IDAdd recordUpdate recordPost commentUpload fileAssociate file with recordGet file keys linked to recordDownload fileDelete recordSearch records with a queryUpdate record (Checkbox field)(Guest space) Get record details(Guest space) Search record ID(Guest space) Add record(Guest space) Update record(Guest Space) Post Comment(Guest Space) Upload File(Guest Space) Associate File with Record(Guest Space) Get File Keys Linked to Record(Guest Space) Download File(Guest space) Delete record(Guest space) Search records with query(Guest space) Update record (Checkbox field)Add subtable recordsUpdate subtable recordsDelete Files Attached to a RecordUpdate Record StatusBulk Update Record StatusesUpdate Record (User Selection Field)Post Comment (with Mentions)Add Record (File Field)Get Comments Attached to a RecordGet Single RecordUpdate Subtable Records (Bulk Row Update)Get App Field InformationSearch AppsSearch Apps (Guest space)Update Related Records Field Settings on FormDeploy App Settings to Production Environment(Guest Space) Update Related Records Field Settings on Form(Guest Space) Deploy App Settings to ProductionUpdate Record (Reorder Table Field Rows)More inspiration for you
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