When a new client is registered in kintone, it automatically integrates with the general master in kickflow.

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■Overview

This is a flow that automatically creates a generic master item in kickflow when a new client is registered in kintone.

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■Recommended for

1. Those who frequently need to manage and update client information

Sales representatives and sales assistants
Office staff and office managers
Project managers
Purchasing department personnel

2. Those who want to reduce manual input and automate processes

Owners of small and medium-sized enterprises aiming for operational efficiency
Business analysts interested in workflow automation
Accounting or finance personnel who want to enhance data accuracy

3. Those who regularly use kintone and kickflow

Sales or office staff managing customer and client information in kintone
Marketing personnel managing data using digital tools

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■Benefits of using this template

・You can significantly improve operational efficiency by eliminating the need for manual input.

・Accurate information is quickly shared, facilitating decision-making and streamlining business processes.

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■Notes

‍・Please integrate both kintone and kickflow with Yoom.

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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.

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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.

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About the Apps You Use

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.

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kintone

Templates using

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Kickflow

In Yoom, it is possible to integrate with kickflow's API without code and automate various tasks. For example, you can trigger the completion of an approval in kickflow to link application information to other systems or chat tools, or automatically register new employee information into kickflow.

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