How to integrate Airtable with Money Forward Cloud Invoicing to create an invoice in Money Forward Cloud Invoicing when the status is updated in Airtable

The process consists of only 5 steps, so it can be set up in 10-15 minutes.

1. Register Airtable and Money Forward Cloud Invoicing as My Apps
2. Set a trigger to activate when a record is updated in Airtable
3. Set up branching operations
4. Set up an action to create an invoice (new format) in Money Forward Cloud Invoicing
5. Verify the automation between Airtable and Money Forward Cloud Invoicing

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Step 1: Register Airtable and Money Forward Cloud Invoicing as My Apps

Register Airtable and Money Forward Cloud Invoicing as My Apps in Yoom.
By registering My Apps first, the automation setup will proceed smoothly.
First, register Airtable as My App.
Please check and refer to the help page here to register.

Next, register Money Forward Cloud Invoicing as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Money Forward Cloud Invoicing from "Search by App Name" or find it from the app list.

The following screen will be displayed, so log in to Money Forward Cloud Invoicing.

If Airtable and Money Forward Cloud Invoicing are displayed in My Apps, the process is complete.

Step 2: Set a trigger to activate when a record is updated in Airtable

To set up automation, click "Try it" in the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, please check the "Title" and "Description".
If you want to make changes, you can do so from the screen below.
First, click "When a record is updated" from the Airtable settings.

The following screen will be displayed, so please check the settings.

• "Title" → Change freely
• "Account information to link with Airtable (OAuth)" → Check for discrepancies
• "Trigger Action" → When a record is updated
  

When the following screen is displayed, check the setup method.
Here you can check how to obtain field information for records.

Scroll and make the following settings.

• "Trigger Interval" → Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
  ※ The trigger interval varies depending on the plan, so please be careful.
• "Base ID", "Table ID", "Field name of Last Modified Time" → Check the description and set

After setting, click "Test" → "Test Successful" → "Save".

Step 3: Set the Operation to Branch

Next, to set up branching based on the status update, click "Command Operation".
※ This feature is available in some paid plans.
For free plans, the operation of the flowbot you set will result in an error, so please be careful.
A 2-week free trial is available for paid plans.
During the free trial, you can use apps that are subject to restrictions, so please give it a try.

Output to Branch

• "Operation" → When a record is updated
• "Output" → Status

Branch Conditions

• "Status", "Equal to", "Complete"
  

Step 4: Set the Action to Create an Invoice (New Format) in Money Forward Cloud Invoices

Next, to set up Money Forward Cloud Invoices, click "Create Invoice (New Format)".
When the following screen is displayed, please check the settings.

• "Title" → Change freely
• "Account information to link with Money Forward Cloud Invoices (v3)" → Check for discrepancies
• "Action" → Create Invoice (New Format)
  

When the following screen is displayed, set the "Department ID" as desired.

Scroll and use the Airtable output to set the "Invoice Date" and "Due Date".
Click the arrow in the red frame to use the Airtable output.
※ Be sure to write in the format "2024-10-15".

Scroll and set the "Details" using the Airtable output in the same way as before.
After setting, click "Test" → "Test Successful" → "Save".

Step 5: Verify the Automation of Airtable and Money Forward Cloud Invoices

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flowbot starts up correctly.

Flowbot template used this time
Create an invoice in Money Forward Cloud Invoices when the status is updated in Airtable

Other Examples of Automation Using Airtable and Money Forward Cloud Invoices

1. This flow automatically creates a record in Airtable when a row is added in Google Sheets.
‍This eliminates the need for manual data entry, reducing the burden on the person in charge.
This automation can be utilized when registering client information, for example.

2. This flow automatically creates a folder in Google Drive when a client is registered in Airtable.
A folder is created for each client, so there is no worry about losing important files.
It saves the hassle of manually creating a folder when registering a client.

3. This is a flow where a client is automatically registered in Money Forward Cloud Invoice when a record is registered in kintone.
It eliminates the hassle of manually synchronizing client information and prevents human errors.
You can check the same client information in both tools, enabling consistent data management.

Summary

By integrating Airtable with Money Forward Cloud Invoicing, you can enhance collaboration between different departments and prevent human errors.
Especially in situations where there are many invoices to create or accurate accounting is required, you will gain significant benefits.
Please consider implementing the automation introduced in this article.

With Yoom automation, there are no complicated operations, making it easy for anyone to use.
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