Chatworkに特定条件の名刺情報が投稿されたら、Sansanに登録する

No items found.

■概要

「Chatworkに特定条件の名刺情報が投稿されたら、Sansanに登録する」ワークフローは、チャット上に共有された名刺を自動的にSansanへ取り込む流れです。手入力を減らし、スムーズな顧客管理を実現します。

■このテンプレートをおすすめする方

  • Chatworkに届く名刺情報をSansanに登録したい営業担当の方
  • 名刺管理の作業負荷を軽減したい情報システム部の方
  • 手入力による登録漏れや重複が不安で、確実なデータ取り込みを実現したい管理者の方
  • API連携の知識がなくても、簡単にワークフローを構築して効率化を目指したい方

■このテンプレートを使うメリット

  • 手入力ゼロでSansan登録:Chatwork投稿だけで名刺を自動取り込みできます。
  • 登録漏れ・重複を防止:特定条件に合った名刺だけを正確に処理できます。
  • 運用負荷を軽減:SansanとChatworkの連携によって、作業負担を軽減し、業務の効率が向上します。
How to request materials and apply for a demo
Here
More flowbot templates
Here are some Similar Templates!
Transcribe the audio file, add the audio file and text to Google Drive, and notify Chatwork.
In this workflow, the process of automatically transcribing audio and video files, storing the audio/video files and transcription files in Google Drive, and notifying Chatwork is automated.
Post content from a specific room in Chatwork to a Google Spreadsheet
You can add content posted in a specific room on Chatwork to a Google Spreadsheet. By reading the posted content and automatically transferring it to a Google Spreadsheet, you can significantly reduce the time spent on transcription tasks.
Activate the flow bot at the end of each month and notify Chatwork.
This is a flow bot that automatically activates at the end of each month and sends notifications via Chatwork. This flow bot can perform various automation processes through the flows added after the branching on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.
Create meeting minutes from audio files using AI, add them to the database, and notify via Chatwork.
In this workflow, an automated process is set up to transcribe audio files, summarize them to create meeting minutes, register them in the Yoom database, and notify via Chatwork.
When a response is submitted via Google Forms, notify in Chatwork.
When a response is submitted via Google Forms, a notification will be sent to a designated room in Chatwork. The target channel and message content can be customized as desired.
Notify Microsoft Teams when a new message is posted in Chatwork
When a new message is posted in Chatwork, a notification is automatically sent to Teams. The content of the notification and the destination channel can be customized.
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
Chatwork
Chatwork
 Templates using
Sansan
Sansan
Templates using
Related apps
No items found.
Templates using
No items found.
About the apps you use
Chatwork
Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.
see details
templates
Sansan
Yoom allows you to integrate with Sansan's API without any code, enabling the automation of various tasks. For example, you can link business card information registered in Sansan to CRMs like kintone or Salesforce, or automatically register captured business card data into Sansan, all without coding. Additionally, by using Yoom's database data connect feature, you can automatically retrieve Sansan's business card data and utilize it for various purposes.
see details
templates
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  See Details