How to integrate kintone with Misoca to issue an invoice in Misoca when the status in kintone is updated

m.i

Invoice issuance occurs regularly, but wouldn't it be convenient if it could be automated?
The integration of kintone and Misoca can help solve this issue.
This article provides a detailed explanation of how to automatically issue invoices in Misoca when the status is updated in kintone.
Utilize this automation to reduce manual work and standardize operations.

Benefits of Integrating kintone and Misoca

Benefit 1: Reduction of Manual Work

Normally, you would need to check the status in kintone and manually create an invoice in Misoca at the appropriate time.
However, by utilizing this automation, the risks of input errors or incorrect amounts that occur when creating invoices manually are reduced, allowing you to provide accurate invoices to customers quickly.
Additionally, as the time spent on manual work is reduced, employees can focus on more value-added tasks, leading to improved overall operational efficiency.

Benefit 2: Standardization of Billing Operations

With automation, the procedure for issuing invoices becomes consistent, standardizing the workflow so that the same quality of billing operations can be performed regardless of who is in charge.
This is particularly beneficial when multiple people are involved or when there is a change in personnel, as it maintains a stable workflow, reducing training efforts and errors.
Moreover, it prevents the personalization of tasks, contributing to stable operations across the organization.

How to Create a kintone and Misoca Integration Flow

So far, we have introduced the benefits of integrating kintone and Misoca.
Let's immediately start integrating the apps we will use this time with Yoom!
Once you have completed the registration of your app, you will create a flow bot for "Issuing an invoice in Misoca when the status is updated in kintone."

[What is Yoom]

Step 1: Integrate My App

‍Integrating My App first will make the subsequent settings go smoothly.
First, let's integrate the kintone and Yoom you are using.
Select My App → New Connection from the left side of the Yoom page.

Please search for kintone.
‍Please refer to the My App Registration Method and register the details.
If registration does not go well, please refer to the Help Page.
Next, integrate with Misoca.
When the following screen is displayed, please log in with the corresponding ID.

It's OK if kintone and Misoca are linked to My App.

‍Step 2: Set Triggers and Actions

‍This time, we will use this template.
Open the template page and click 'Try this template'.
If you are using Yoom, log in, and if you are new, register as a member.
When you proceed to the next step, the template will be automatically copied to your workspace.
You can change the template name as needed.
Click My Projects on the left side, and the template you just copied will appear.
Click the ellipsis (...) on the right side and select Edit.

This time, there are 4 steps as follows.
Let's set it up together!

Now, let's set up the app trigger.
Select "When status is updated (Webhook trigger)".
You can change the title to whatever you like.
After confirming that there is no mistake in the account information to be linked, proceed to the next step.
Please refer to this article for setting up the Webhook event reception for the app trigger.

Since we will use status updates as a trigger this time, we will also set up process management on the kintone side.
Select Process Management from the settings list.
Please refer to this for the settings.

This time, we have set up the process as follows.

Once the process settings are complete, register a test record and change the status to Start Correspondence.
※Please also enter the Misoca client ID in kintone. (It will be used when retrieving data.)
The part "app.misoca.jp/contact_groups/●●●●" in the client page URL is the client ID.

Return to Flowbot, test, and if successful, save.
Next, click "Retrieve Record".
Please integrate with the database.
Select from the output.

Proceed to the next step and set the conditions for the record you want to retrieve.
Select {{Record ID}} from the output and test.
If the test is successful, the data will be reflected in the output, so once you confirm it, save.

Next, select "Retrieve Shipping ID Linked to Specific Client".
Check the account information to be linked.
Do not change the action.
Select {{Client ID}} from the output, test, and if the content is reflected in the output, click save.

Next, select "Create Invoice".
Register the necessary fields, such as required items, from the output.

You can select the date field for the payment deadline as follows.

All invoice details need to be set.
Select from the output except for the consumption tax category.

Test this as well, and if the test is successful, save.
Finally, turn on the app trigger.
Thank you for your hard work.
Even someone like me who is not familiar with programming was able to proceed with the settings easily.

Here is the Flowbot used this time↓

Other Automation Examples Using kintone and Misoca

1.A flow where a quotation is created in Misoca when a record is registered in kintone.
It is possible to create a quotation using the same procedure as this time.
By using this flow, anyone can automatically create a quotation, which helps prevent the personalization of tasks.

2.This is a flow to create a client in Misoca when a record is registered in kintone.
Manually registering a client by referencing a kintone record when creating a document in Misoca can be cumbersome, right?
By automating the creation of clients in conjunction with the kintone app for client management, you can reduce the risks of input errors and omissions.

3.This is a flow to add to Google Spreadsheet when the invoice status in Misoca becomes billed.
You can add only the information of the invoices that have been billed to Google Spreadsheet, making it easier to manage invoice statuses.

Summary

This time, we introduced a flow bot that "issues an invoice in Misoca when the status of kintone is updated." The automation of invoice issuance through the integration of kintone and Misoca will greatly contribute to improving work efficiency and reducing errors. Additionally, by reducing manual tasks, employees can focus on more important work, leading to stable business operations. This is expected to improve the overall productivity of the company.

Please take advantage of this integration to streamline your operations. You can register for free with Yoom from here. →Get Started

The person who wrote this article

m.i

I have experienced finance-related work for about 3 years since I graduated as a new graduate. Due to the industry, there are so many tasks that are done manually, and I came across Yoom when I thought that if automated, I could do more other work. I'm impressed every day by the convenience of Yoom while writing a blog. I try to make the structure easy to understand.