■Overview
This is a flow where when new project information is registered in kintone, the project information is also registered in board (for regular billing).
■Recommended for
1. Sales/Accounting teams using both kintone and board
・Those who manage customer information in kintone and manage regular billing projects in board
・Those who want to automatically register regular billing projects in board based on customer information registered in kintone
・Those who want to reduce duplicate manual entry of project information and improve operational efficiency
2. Project management teams using both board and kintone
・Those who want to link project information and project management information to achieve smooth information sharing
■Benefits of using this template
・When project information is registered in kintone, regular billing projects are automatically created in board, eliminating the need for manual entry and significantly improving operational efficiency.
・Since project information can be centrally managed in both board and kintone, it eliminates the hassle of searching for information, improving operational efficiency.
・It prevents errors associated with manual data entry and ensures data accuracy.
・By automating, it prevents omissions of regular billing in board, ensuring reliable billing operations.
・Since project information entered by the sales department in kintone is automatically linked to board, the accounting department can quickly start billing processes.
・Sharing project information between kintone and board strengthens collaboration between departments such as sales and accounting.
■Notes
・Please link both board and kintone with Yoom.
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