When a record is registered in kintone, register the customer in board based on the registration information.

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  2. Board
  3. When a record is registered in kintone, register the customer in board based on the registration information.
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■Overview

This flow registers a new customer in board based on the registration information whenever a new record is added to kintone.

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■Recommended for

1. Those who need to manage and process forms for client companies

・Sales assistants or accounting staff

・Administrative staff or office managers

・Corporate accountants

‍

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

・Owners of small and medium-sized enterprises aiming for business automation

・Administrative staff who want to improve data accuracy

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■Benefits of using this template

・By advancing the flow bot based on the registration content in kintone, you can eliminate errors caused by manual input.

・Since the entire process is completed automatically, it reduces the hassle of verification and manual input, thereby improving work efficiency.

‍

■Notes

・Please integrate Yoom with both board and kintone.

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About the Apps You Use
Board
In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.
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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
×
Board
– See what else you can do.
About the apps you use
Board
In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.
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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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