When a client is registered in kintone, RoboRobo automatically performs a compliance check and reflects the results in kintone.

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■Overview

This flow automatically performs a RoboRobo compliance check when a new client is registered in kintone, and reflects the results in the kintone record information.

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■Recommended for

1. Compliance officers using kintone

・Those who want to save the effort of manually entering client information registered in kintone into RoboRobo for compliance checks

・Those who want to reduce input errors and enhance the accuracy of compliance checks

・Those who want to centrally manage and always check the latest compliance check results of clients on kintone

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2. Executives and managers

・Those who want to reduce compliance risks across the company

・Those who want to efficiently conduct compliance checks before contracting with clients

・Those who want to strengthen risk management by centrally managing compliance check results of clients on kintone

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■Benefits of using this template

kintone is a convenient tool for customer management, but performing compliance checks manually when registering clients is a time-consuming and labor-intensive task. Especially when there are many clients or the compliance check items are complex, the burden on the person in charge increases significantly.

By utilizing this flow, compliance checks are automatically executed simultaneously with client registration, eliminating manual checking tasks for the person in charge, greatly improving work efficiency, and reducing human errors.

Additionally, since the compliance check results are automatically reflected in the kintone record information, you can always grasp the latest compliance status.

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■Notes

・Please integrate both kintone and RoboRobo compliance check with Yoom.

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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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RoboRobo Compliance Check

Yoom allows for the automation of compliance check operations by integrating with the RoboRobo Compliance Check API without the need for coding. For example, it can automatically link client information registered in CRMs like Salesforce or kintone to the RoboRobo Compliance Check, executing compliance checks automatically. Additionally, it is possible to automatically store the check results from the RoboRobo Compliance Check into the CRM.

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