When a record is registered in kintone, create a client in Misoca.

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■Overview

This is a flow to create a client in Misoca when a record is registered in kintone.

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■Recommended for‍

1. Those who use kintone for business

・Sales representatives managing client information

・Customer success personnel providing support to clients

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2. Those who use Misoca for business

・Accounting personnel responsible for issuing forms

・Those who want to automate the registration process in Misoca

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■Benefits of using this template

Misoca is a suitable tool for managing client information, but manual registration is time-consuming and labor-intensive.
Additionally, manual work increases the risk of human errors such as input mistakes.

This flow allows you to automatically update client information in Misoca when it is registered in kintone.
By eliminating the need for manual work in Misoca, it reduces registration time and prevents human errors.

By integrating with a chat tool after the flow, it is also possible to notify specific members of subsequent tasks after the registration process in Misoca is completed.

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■Notes

・Please integrate both kintone and Misoca 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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kintone

Templates using

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Misoca

Yoom allows you to integrate with Misoca's API without any code, enabling the automation of various tasks. You can automate invoice creation in Misoca or automatically register sales information in accounting software like freee when an invoice is created in Misoca. Additionally, it is possible to synchronize invoice and quotation information created in Misoca with Yoom's database for centralized management.

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