After submitting the Google Form, register the client on the board once approved.

Try this Template

No items found.

■Overview

This is a flow where, after submitting a Google Form, the order destination is registered on the board once approved.

■Recommended for

1. Sales representatives using Yoom's input form

・Those who want to save the trouble of manually transferring information entered in Yoom to the board

・Those who want to reduce input errors in order destination information

・Those who want to centrally manage the status after approval on the board

‍

2. Managers responsible for approving Yoom's input form

・Those who want to automatically check approved order destination information on the board

・Those who want to centrally manage the approval status of order destination information on the board

‍

3. Teams that use the board regularly

・Those who want to check order destination information in real-time on the board

・Those who want to understand the approval status of order destination information on the board

■Benefits of using this template

Google Forms is a tool that helps streamline information collection, but the task of linking collected information to other systems often becomes manual, requiring time and effort. In order processing, the task of registering information entered in Google Forms to the board is a complex process prone to errors.

By utilizing this workflow, the information sent from Google Forms is automatically registered on the board, eliminating the need for manual transcription, significantly improving work efficiency, and reducing the risk of human error.

Additionally, information is centrally managed on the board, allowing for smooth information sharing among team members.

‍

■Notes

・Please link both Google Forms and the board with Yoom.

・For how to obtain the response content when using Google Forms as a trigger, please refer to the following.

‍https://intercom.help/yoom/ja/articles/6807133

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

When a response is submitted in Google Forms, notify on LINE.

Automatically send a LINE message to notify the content of the response when a response is submitted via Google Forms.‍

See details

When a response is submitted through Google Forms, the content of that response is automatically registered in any Yoom database. It can be used for various purposes such as surveys and inquiry forms.

See details

When there is a response to the Google Form, add an event to Google Calendar.

When there is a response to the schedule information in Google Forms, it is a flow that adds the schedule to Google Calendar. Without having to manually check the response information from Google Forms, the schedule is automatically added to Google Calendar, which helps eliminate any omissions or oversights in schedule creation and improves work efficiency.

See details

Create a contract using GMO Sign from the information in the Google Form and send a signature request.

You can create contracts with GMO Sign from Google Form information and send signature requests. This allows you to reduce the time spent on creating contracts with GMO Sign and improve efficiency.

See details

When a response is submitted through Google Forms, the content of that response is automatically registered in the Notion database. It can be used for various purposes such as surveys and inquiry forms.

See details

Move the file data submitted via Google Forms to the specified folder in Google Drive.

The file data submitted via Google Forms can be moved to a specified folder in Google Drive. Normally, file data submitted via Google Forms is stored in My Drive on Google Drive, but by using this template, you can store it in any folder you choose.

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

Google Forms

Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.

Related apps

Google Forms

Templates using

View all related templates

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