When customer information is registered in kintone, register the customer information in board as well.

  1. Apps
  2. Board
  3. When customer information is registered in kintone, register the customer information in board as well.
Try this Template
No items found.
Try this template
No items found.

■Overview

This is a flow where customer information registered in kintone is also registered in board.

‍

■Recommended for

1. Sales teams using both board and kintone

・For those who want to automatically link leads and customer information acquired in kintone to board to streamline project management

・For those who want to reduce errors from manual data entry and ensure data accuracy

・For those who want to strengthen the connection between sales activities and project management to improve operational efficiency

‍

2. Project management teams using both board and kintone

・For those who want to link project information and project management information to achieve smooth information sharing

‍

■Benefits of using this template

・When a project is registered in kintone, a record is immediately created in board, allowing you to always maintain the latest information.

・Since project information can be centrally managed in both board and kintone, you can eliminate the hassle of searching for information and improve operational efficiency.

・You can prevent errors associated with manual data entry and ensure data accuracy.

・By linking with board's customer management and project management functions, more effective sales activities and customer follow-ups become possible.

・By automatically registering customer information entered in kintone to board, you can eliminate the need to enter the same information twice.

・Sharing customer information between kintone and board can strengthen collaboration between departments such as sales and marketing.

‍

■Notes

・Please link both board and kintone with Yoom.

このテンプレートを試してみる
How to request materials and apply for a demo
Here
More flowbot templates
Retrieve event information from kintone and send reminder notifications on Discord.
Retrieve event information from kintone and send reminder notifications on Discord.
Discord
When a file is uploaded to Google Drive, perform OCR and add it to kintone.
When a file is uploaded to Google Drive, perform OCR and add it to kintone.
Google Drive
When a meeting on Google Meet ends, automatically transcribe and add it to kintone.
When a meeting on Google Meet ends, automatically transcribe and add it to kintone.
Google Meet
Create an event in Google Calendar based on the form information and add it to kintone.
Create an event in Google Calendar based on the form information and add it to kintone.
Google Calendar
OCR the image in Box, add it to kintone, and notify Slack.
OCR the image in Box, add it to kintone, and notify Slack.
Box
Perform OCR on the image in Box and add it to kintone.
Perform OCR on the image in Box and add it to kintone.
Box
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.
Gmail
Retrieve data from kintone at the specified date and time, convert it to a PDF, and send it via Gmail.
Retrieve data from kintone at the specified date and time, convert it to a PDF, and send it via Gmail.
Gmail
When audio data is registered in kintone, perform transcription and translation with DeepL, and reflect the results in kintone.
When audio data is registered in kintone, perform transcription and translation with DeepL, and reflect the results in kintone.
Extract and add Gmail content to kintone
Extract and add Gmail content to kintone
Gmail
Receive receipts from Google Forms, read them using OCR, add them to kintone, and send a notification to Discord.
Receive receipts from Google Forms, read them using OCR, add them to kintone, and send a notification to Discord.
Google Forms
Receive receipts from Google Forms, read them with OCR, add them to kintone, and notify via Google Chat.
Receive receipts from Google Forms, read them with OCR, add them to kintone, and notify via Google Chat.
Google Forms
Receive receipts via Google Forms, read them using OCR, add them to kintone, and notify via LINE WORKS.
Receive receipts via Google Forms, read them using OCR, add them to kintone, and notify via LINE WORKS.
Google Forms
Receive receipts via Google Forms, read them using OCR, add them to kintone, and notify via Microsoft Teams.
Receive receipts via Google Forms, read them using OCR, add them to kintone, and notify via Microsoft Teams.
Google Forms
Receive receipts from Google Forms, read them with OCR, add them to kintone, and notify via Chatwork.
Receive receipts from Google Forms, read them with OCR, add them to kintone, and notify via Chatwork.
Google Forms
Receive receipts from Google Forms, read them with OCR, add them to Kintone, and notify via Slack.
Receive receipts from Google Forms, read them with OCR, add them to Kintone, and notify via Slack.
Google Forms
Receive receipts from Google Forms, read them with OCR, add them to kintone, and notify via Talknote.
Receive receipts from Google Forms, read them with OCR, add them to kintone, and notify via Talknote.
Google Forms
Receive receipts via Google Forms, read them using OCR, add them to Kintone, and send a notification through Telegram.
Receive receipts via Google Forms, read them using OCR, add them to Kintone, and send a notification through Telegram.
Google Forms
Read the receipt sent via Google Forms using OCR, add it to kintone, and notify via Outlook.
Read the receipt sent via Google Forms using OCR, add it to kintone, and notify via Outlook.
kintone
Read receipts sent via Google Forms using OCR, add them to kintone, and send notifications via Gmail.
Read receipts sent via Google Forms using OCR, add them to kintone, and send notifications via Gmail.
kintone
Read receipts submitted via Google Forms using OCR and add them to Kintone.
Read receipts submitted via Google Forms using OCR and add them to Kintone.
kintone
Read business card images received in Gmail using OCR, add the data to kintone, and send a thank-you email with Outlook.
Read business card images received in Gmail using OCR, add the data to kintone, and send a thank-you email with Outlook.
kintone
Read a business card image received in Gmail using OCR, add the data to kintone, and send a thank-you email via Gmail.
Read a business card image received in Gmail using OCR, add the data to kintone, and send a thank-you email via Gmail.
kintone
Read the business card image submitted through the form using OCR and add the data to kintone.
Read the business card image submitted through the form using OCR and add the data to kintone.
kintone
When an expense application is approved in Money Forward Cloud Expense, add it to kintone.
When an expense application is approved in Money Forward Cloud Expense, add it to kintone.
Money Forward Cloud Expenses
Here are some Similar Templates!
After submitting the input form, register the order destination on the board once approved.
After submitting the Yoom input form, once approved, the order destination is registered on the board. This eliminates the need for manual transcription work, improving operational efficiency and reducing the risk of human error. Additionally, it can be shared with all team members, facilitating smooth information transmission.
See details
When a document is signed in CloudSign, update the deal status on the board.
When a document is signed in CloudSign, this flow updates the project status in the board. The entire process is completed automatically, eliminating the hassle of manual confirmation or data entry, thereby improving operational efficiency.
See details
When a record is registered in kintone, register the customer in board based on the registration information.
When a new record is registered in kintone, this flow links with the board to register a new customer based on the registration information. By advancing the flow bot based on the registration details, you can eliminate manual input errors and improve business efficiency.
See details
Notify Google Chat when a project is registered on the board.
When a new project is registered on the board, a notification is sent to Google Chat. This flow promotes information sharing across the entire team through real-time notifications to Google Chat, enabling prompt and courteous responses and strengthening collaboration.
See details
When a project is registered on the board, notify Microsoft Teams.
When a new project is registered on the board, this flow sends a notification to Microsoft Teams. It eliminates the need to manually enter project information registered on the board into Microsoft Teams, thereby improving work efficiency.
See details
Notify in Chatwork when a project is registered on the board.
When a new project is registered on the board, a notification is sent to Chatwork. By automating the process from board registration to Chatwork notification, information sharing is promoted, enabling prompt response and strengthening collaboration.
See details
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.
Learn more about Yoom
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
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.
Related apps
Board
 Templates using
View all related templates
Learn more about Yoom
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.
Related apps
kintone
Templates using
View all related templates
Learn more about Yoom
Related apps
No items found.
Templates using
No items found.
View all related templates
Learn more about Yoom
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.
see details
templates
Similar apps
Pennylane
sevdesk
Chargebee
Money Forward Cloud Accounting Plus
invox Invoice
invox Invoice Receiving
Bakuraku Electronic Ledger Preservation
Bakuraku Common Management
Bakuraku Expense Management
Bakuraku Invoice
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
Similar apps
Pinecone
Ninox
desknet's NEO（AppSuite）
Baserow
ReTable
SPIRAL®
SASUKE Works
Canbus
Pocket
JUST DB
see details
templates
No items found.
Similar apps
No items found.
kintone
×
Board
– See what you can do.
API Actions That can be No-Code
Executable API actions
everything
Board
kintone
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Tab 1
                  Tab 2
                  Tab 3
                  List of Related Blog Posts
                  I'm explaining in detail how to automate work using the app I used this time!
                  2024/12/09
                  How to Utilize AI Operations
                  How to integrate Gmail with kintone to register the content of inquiry emails received in Gmail into kintone
                  n.watanabe
                  2024/12/09
                  How to Integrate Applications
                  To integrate Garoon with board, and register a client as an order destination in board when a workflow is applied in Garoon.
                  y.matsumoto
                  2024/12/17
                  How to Integrate Applications
                  Integrating B-Cart with kintone: How to add orders from B-Cart to kintone when an order is placed
                  n.fukuoka
                  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
                  Learn More
                  Explore AppsPricingCustomer Review & Success StoriesWorkshops & SeminarsUse CasesBlog
                  Products
                  Action RequestsSummarizationChrome ExtensionsDatabase
                  App IntegrationEmailAI-OCRDocuments
                  FormData ManagementData ConversionBrowser Automation
                  Templates
                  DatabaseFlowbot
                  Service List
                  YoomYoom knowledge
                  Company Overview
                  Terms of use
                  Privacy Policy
                  Security policy
                  Notation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  Learn More
                  AppsPricingUser Voicesseminarsuse casesBlogs
                  Functions
                  App IntegrationFormAI-OCRSummarizationDatabaseChrome Extensions
                  EmailAction RequestsData ManagementData ProcessingBrowser ActionsDocuments
                  templates
                  databasesFlowbot
                  List of Services
                  YoomYoom knowledge
                  Company OverviewTerms of useprivacy policysecurity policyNotation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  See Details