If you are using Yoom, please log in, and if you are new, please
register.
If you proceed as is, the template will be automatically copied to your workspace.
Please change the template name as needed.
Click on My Projects on the left to display the template you just copied.
Click on the ellipsis (...) on the right and select Edit.
Now, let's set up the app trigger.
Select "
Launch from Transaction Detail Page".
Feel free to change the title.
After confirming the account information to be linked, please install the Chrome extension trigger from
here.
For more details, please refer to
here.
Proceed to the next step and set up the URL.
This time, we will use the following transaction information for testing.
Enter the URL of this page in the sample field.
Test it, and if successful, save it.
Next, click on "
Get Custom Properties of Transaction".
Proceed to the next step and test as is.
If you can obtain the following output, save it.
Next, click on "
Convert Date/Time Format".
It is set by default, so test as is.
You can edit the item name by hovering over the output.
Setting it like the image makes it easier to use in later actions.
Similarly, click on the other "
Convert Date/Time Format".
Test as is.
Edit the item name here as well.
Next, click on "
Create Invoice (New Format)".
Please confirm the account information to be linked.
Proceed to the next step and set up the items.
For how to confirm the department ID, see
here.
Other items marked as {{○○○○}} are selected from the output as follows.
Set the detail items using the output as follows.
This time, we are setting
Unit Price, Quantity, Item Name, and Tax Rate.
After setting, test it, and if successful, save it.
Check the Money Forward Cloud Invoice.
The red frame indicates the parts using the output.
The invoice has been successfully created.
Turn on the app trigger to complete.
Thank you for your hard work.
Even someone like me who is not familiar with programming could proceed easily.
The flowbot used this time is here ↓
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