How to link JUST.DB with Misoca to issue an invoice in Misoca when a record is updated in JUST.DB
How to Integrate Applications
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2024/12/15
How to link JUST.DB with Misoca to issue an invoice in Misoca when a record is updated in JUST.DB
k.ueno
For those responsible for accounting, the accuracy of billing information and document issuance flow is extremely important. By utilizing Yoom to integrate JUST.DB and Misoca, it becomes possible to automatically issue invoices based on data updates. With automation, the workload and burden on the person in charge can be reduced, contributing to improved cash flow, thereby achieving further efficiency in accounting operations. This article explains how to set up the flow for automatically issuing invoices in Misoca when records are updated in JUST.DB, and the benefits of implementing it.
Recommended for
Accounting personnel using JUST.DB and Misoca who want to streamline billing management
Team leaders who want to reduce the hassle of creating invoices
Accounting department managers who want to implement an automated billing flow based on data updates
Business owners who want to integrate the process from order management to invoice issuance
Business operators considering the automation of billing management
Benefits and Examples of Integration
1. Reduction of Manual Work
By automatically issuing invoices in Misoca every time data is updated in JUST.DB, manual work becomes unnecessary. For example, in services that require regular billing, billing tasks occurred frequently, and the person in charge was overwhelmed with work. By incorporating automation, invoices can be issued quickly after record updates in JUST.DB, enabling prompt customer response. With accurate and smooth billing processing, the quality of operations may be improved.
2. Prevention of Human Error
By implementing an automated flow, data can be automatically reflected, preventing potential human errors. For example, in the traditional invoice issuance flow, there was a possibility of input and transcription errors. With automation, after record updates in JUST.DB, information is directly reflected in Misoca, allowing for invoice issuance, completing the process while maintaining accuracy. With reduced errors, the accounting team may be able to perform their duties with peace of mind.
3. Potential for Cash Flow Improvement
By quickly issuing invoices triggered by data updates in JUST.DB, the billing cycle can be shortened, potentially improving cash flow. For instance, when managing information in JUST.DB, it is necessary to create billing documents while checking the information on the JUST.DB side. If invoices are automatically issued in Misoca after record updates on the JUST.DB side, there will be no need to work between different apps, simplifying future invoice issuance tasks.
Let's create a flow bot using the template "Issue an invoice in Misoca when a record is updated in JUST.DB".
[About Yoom]
How to Issue an Invoice in Misoca When a Record is Updated in JUST.DB
After updating a record on the JUST.DB side, it can be realized by receiving data via JUST.DB's API and automatically issuing an invoice using Misoca's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily realized without programming knowledge.
The work until the flow is completed will proceed as follows.
Integrate JUST.DB and Misoca as My Apps
Copy the template
Set triggers for JUST.DB and configure Misoca
Turn on the trigger
If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.
・Connect JUST.DB and Misoca with My Apps
(1) First, connect JUST.DB to My Apps. After logging into your Yoom account, click "My Apps" on the left panel and search for JUST.DB from "New Connection".
(2) The app icon for JUST.DB will appear, click on it.
(3) Enter the "Account Name" and "Access Token" for the JUST.DB you want to connect, and click [Add]. Now, the app connection for JUST.DB is complete.
(4) Next, let's connect Misoca. Search for the Misoca app icon and click on it, just like before.
(5) Select the appropriate ID and log in.
After logging in, move to the My Apps screen of your Yoom account with the two apps added. Now, both apps are connected to your Yoom account.
・Copy the Template
After confirming that the new connection of the target app to your Yoom account is complete, click the icon for "Try this template" below.
The template will be copied, so click the "OK" button.
Please move to the "My Projects" screen of your Yoom account and check the template content.
There are three setup flows.
・Setting up JUST.DB
(1) First, set up the app trigger for JUST.DB.
From the My Projects on the left side of your Yoom account screen, click "【Copy】Issue an invoice with Misoca when a record is updated in JUST.DB".
After clicking, the template content will be displayed as shown in the following screen.
(2) First, click on the trigger "When a Webhook event is received".
(3) Enter the account information to be linked and click [Next].
(4) On the next screen, you need to copy the Webhook URL and configure it in the management screen. For more information on how to use JUST.DB's Webhook to activate a flow bot, please check this page.
(5) After sending the Webhook event or executing the trigger event, click [Test] and if there are no issues, click [Save]. In this step, you can obtain information as output as shown below. The output information can be quoted and utilized in subsequent steps, as noted in "This value can be used in other operations."
(6) Next, click on the second action "Retrieve Record".
(7) Confirm that the account information is entered and click [Next]. On the next screen, enter information in fields such as "Domain" and "Table Identifier". Clicking on the input bar allows you to quote the output obtained from the previous step.
(8) After entering the information, click [Test] and if there are no issues, click [Save].
・Setting up Misoca
(1) Finally, click on the third action "Create Invoice".
(2) Enter the account information to be linked with Misoca and click [Next].
(3) On the next screen, enter information such as "Billing Date". Clicking on the input bar allows you to quote the "Date". The following screen shows the date information quoted by clicking "Date" → "Arrow of the word Today" in sequence and quoting the date information in the red frame displayed.
(4) In other fields, you can also quote the output obtained from the previous step.
(5) After entering the information, click [Test] and if there are no issues, click [Save]. This completes the setup.
・Turn ON the Trigger
By clicking the red-framed "Turn ON the Trigger" on the following screen, the flow bot will start automatically.
Here is the template used this time
Other Automation Examples Using JUST.DB
There are other examples of automation using JUST.DB on Yoom, so here are a few introductions.
Issue an Invoice with freee Invoice When a Record is Updated in JUST.DB
This flow is recommended for those who manage billing data with JUST.DB. When a record in JUST.DB is updated, you can automate the creation of invoices in freee Invoice. Since invoices are automatically created, you can expect improvements in work speed and prevention of input errors.
Issue an Invoice in Money Forward Cloud Invoicing When a Record is Updated in JUST.DB
After a record is updated in JUST.DB, an invoice is automatically created in Money Forward Cloud Invoicing. By introducing automation, the invoicing process becomes standardized, enhancing the transparency of business processes.
Register transaction information managed by JUST.DB to Money Forward Kakebarai
This is a recommended flow for those using Money Forward Kakebarai for billing operations. By automating the registration of transaction information, you can streamline your daily tasks. Since the registration of transaction information from JUST.DB serves as a trigger, it can prevent double registration and input errors, maintaining data consistency.
Summary
With the integration of JUST.DB and Misoca, invoice issuance can be automated, improving the efficiency of accounting operations. There are benefits such as reducing manual tasks, improving cash flow, and unifying accounting processes, which can alleviate the burden on the accounting department. The ability to easily implement integration settings without code is also a major attraction.
Please take advantage of Yoom to experience automation through app integration.
The person who wrote this article
k.ueno
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