Catalogue Request Correspondence Flow
Accepts an information request via the web form and registers customer information after sending the catalogue. After checking the contents of the web form entry at the [Confirmation / Judgement] Step, a Cover Sheet PDF is automatically generated. Also, the customer information is registered in the database (kintone) after the catalogue is shipped. If it is necessary for a sales representative to respond promptly, it proceeds to the [3. Undertake / Recording of result] Step.
Download
catalogue-request-correspondence-flow-20160530-209-en.qar
Only available for Professional edition.
Notes
- You need to associate the Swimlane settings according to your organizational structure upon import
- For practical use, please change the fixed values that have been set
- The Initial Value in the Data Item “Sender of Cover sheet”, “Message on Cover sheet, “Notifying address”
- Set up the connection with kintone
- In the Throwing Message Intermediate Event (HTTP), “kintone”
- Access URL in Network Setting tab: https://YOUR_DOMAIN.cybozu.com/k/v1/record.json ,etc.
- In the Header tab, Header Value of “X-Cybozu-API-Token” : The API token that is generated on the [API Token] page of the “Settings” tab of the kintone App settings screen while Add records box for “Permission” checked
- In the Throwing Message Intermediate Event (HTTP), “kintone”
Arrangement Tips
- No specific work is assumed in “3. Undertake /Recording of Result” on “Sales representative”. You can make the app more practical by adding Data Items and designing downstream Steps as needed.
- This app embodies the mechanism explained in the scenario article
- Please refer to this to deepen your understanding of the cooperation setting with kintone
- Apps with add-ons are suitable for the practical business
See also
- Scenario: Episode 485: Auto-addition to “Catalogue Mailing List”
- Settings Required When Importing an Archive
- Manual: M220: Auto Start Triggered by Public Web Form Entry
- Manual: M225: Auto Sending of HTTP Requests with Business Data Inserted
- Manual: M227: Auto Executing Data Binding, Arithmetic Operations
- Manual: M230: Auto Executing Complicated Data Processing (ECMAScript)
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