How to integrate Airtable with NP Kakebarai to automatically send invoices based on Airtable data

1. Click on "View Details" on the top banner
2. Click on "Try This Template" at the bottom of the transitioned screen
3. Register with Yoom

* If you have already completed registration, the login screen will be displayed, so please log in.

How to Create a Workflow for Integrating Airtable and NP Deferred Payment

Step 1: Integrate Airtable and NP Deferred Payment with My Apps

The template will be copied, and the screen will look like the above.
Since you have transitioned to the Yoom page called "My Projects", please select "My Apps" from the menu on the left side of the screen.

First, integrate Yoom with each tool. Click on "New Connection" at the top right.

Integration of Airtable and Yoom

1. Prepare Airtable
‍Prepare the Airtable you will use at this stage.

<span class="mark-yellow"></span>The following 12 items need to be set in the fields.<span class="mark-yellow"></span>

・Request ID
・Purchasing Company Name
・Postal Code
・Address
・Phone Number
・Company ID for NP Deferred Payment
・Merchant Transaction ID
・Merchant Transaction Order Date
・Transaction Amount
・Item
<span class="mark-yellow">・Tag</span>
<span class="mark-yellow">・Invoice Issuance Reference Date</span>

For the tag, set it to display as "Approved" as shown below.

For the invoice issuance reference date, create a field with "Last Modified Time".

2. Search
‍Once Airtable is ready, enter Airtable in the search box and click on the Airtable icon.

3. Sign In

The Airtable sign-in screen will be displayed. Sign in with the account you want to integrate with Cloud Sign.‍

4. Add Base

After signing in, you will transition to the above screen.

Click on "Add Base" in the red frame and select the base you want to add Cloud Sign data to.

5. Grant Access

Once the base is added, press "Grant Access".

Return to the Yoom screen, and if the above display appears, the integration is complete.

Integration of NP Deferred Payment and Yoom

1. Search
‍Click on the NP Deferred Payment icon.

2. Enter Required Fields

Use Base64 encoding to enter the required fields.
For more details, please check here regarding Base64 encoding.
The account name can be anything you like. It is recommended to set something easy to understand, such as the company name or the name of the person in charge.

3. Add
Once the required fields are set, press Add at the bottom right.

If the above display appears, the integration is complete.
Next, copy the template to My Projects and create a flow bot.
If you haven't copied it yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the page you navigated to
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.

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Step 2: Setting up to retrieve data from Airtable

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
‍Click on "Request billing with NP Kakebarai when status is updated in Airtable".‍

3. Select an app trigger Click on "When a record is registered" under the Airtable icon.
Since the title and other settings are complete, click Next.‍

4. Set the trigger activation interval

Set the activation interval.
The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.

5. Enter the ID

Follow the supplement at the bottom of the box and copy & paste from the Airtable URL.‍

6. Set the last update date

Enter the field name of "Last Update Date" set in Airtable.‍

7. Run the test
‍After completing the settings, press the test button at the bottom of the screen.
If "Test Successful" is displayed in blue, the Airtable settings are complete. Please press Save.

Step 3: Set up branching

1. Branching
‍Click on the "Command Operation" icon with an arrow.

Since the flow bot is created using a template, the settings are complete as shown in the image.
Just check the content and press Save.

Step 4: Set up to register purchasing companies

1. Connect with the app
‍Click on "Register Purchasing Company" under the NP Kakebarai icon.
Since the title and other settings are complete, click Next.‍

2. Enter required fields

Enter the boxes for required fields such as Request ID, Purchasing Company Name, and Postal Code.

Click the box and select an Airtable item.

The data registered in Airtable will be displayed as a list as shown in the image.
Click on the data that corresponds to the box's field name.

It will be inserted as shown in the image.

Enter the other required fields in the same way.‍

3. Run the test
‍After completing the settings, press the test button at the bottom of the screen.
If "Test Successful" is displayed in blue, the settings are complete. Please press Save.

Step 5: Set up to register transactions

1. Connect with the app
‍Click on "Register Transaction" under the NP Kakebarai icon.
Since the title and other settings are complete, click Next.‍

2. Enter required fields

Enter the required fields.
The method is the same as before, so click the box and insert.‍

3. Run the test

Once the settings are complete as shown in the image, press the test button at the bottom.
If "Test Successful" is displayed in blue, the settings are complete. Please press Save.

Step 6: Set up to request billing

1. Connect with the app
‍Click on "Request Billing" under the NP Kakebarai icon.
Since the title and other settings are complete, click Next.‍

2. Enter the NP Transaction ID

Click the box.

Select "Register Transaction" under NP Kakebarai.

Click on the NP Transaction ID and insert it.

3. Enter the invoice issuance reference date

Set the date on which the invoice will be issued.

Select the red frame.

Select "Invoice Issuance Reference Date" registered as the last update date.
This will automatically send the invoice on the date the Airtable status is changed to "Review OK".


3. Run the test
‍Once the settings are complete, press the test button at the bottom.
If "Test Successful" is displayed in blue, the settings are complete. Please press Save.

4. Turn on the trigger

Once the flow bot is created, it will be displayed as shown above.
The trigger is initially set to OFF, so turn it ON.

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Flow bot template used this time
Request billing with NP Kakebarai when status is updated in Airtable

Other Automation Examples Using NP Kakebarai

There are many other examples of automation using NP Kakebarai in Yoom, so let me introduce a few.

1. Request Billing with NP Kakebarai When Status is Updated in Notion
‍If you are managing detailed data with attachments such as documents, how about integrating with Notion?

2. Request billing with NP Kakebarai when kintone status is updated
‍It is recommended to integrate with kintone for use in accounting and clerical work if you require simple data management.

3. Request billing with NP Kakebarai when the status is updated in SPIRAL
Integration with SPIRAL is also possible. Simplify the flow from invoicing to payment.

Summary

By automating the sending of invoices, you can avoid the mistakes that often occur when done manually, and further reduce the workload.
You want to handle invoices involving money and deadlines with as few errors as possible, right? Also, since invoices are sent multiple times, the benefits of automation should be easily felt.
Please take this opportunity to try it out.

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