■Overview
This is a flow where once a record is registered in kintone, it is also automatically registered in the Jobcan Workflow's client master.
■Recommended for
1. Those who need to manage and process client company forms
・Sales assistants or accounting staff
・Administrative staff or office managers
2. Companies that handle client company interactions by department
・General affairs department, administrative staff, and other customer service personnel
・Sales representatives or department heads and assistants handling customer accounts and settlement operations
3. Those looking to reduce manual input tasks and automate processes
・Owners of small and medium-sized enterprises aiming for business automation
・Administrative staff looking to enhance data accuracy
■Benefits of using this template
・By automatically registering the content registered in kintone into Jobcan Expense Reimbursement and Workflow, you can eliminate input errors caused by manual work.
・Since registration in Jobcan Expense Reimbursement and Workflow is completed automatically, it reduces the hassle of communication and shortens the time required for tasks.
・Even if the person in charge of sales and the person in charge of form creation are different, smooth information sharing is possible if there is a kintone registration, thus improving work efficiency.
■Notes
・Please integrate kintone and Jobcan Expense Reimbursement and Workflow with Yoom.
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