How to link kintone with NP Kakebarai to request billing in NP Kakebarai when the status in kintone is updated

Payment processing services are convenient apps that can reduce the burden of billing tasks, but don't you think that if the effort required for data registration necessary for invoice issuance could be eliminated, it would further streamline the work of accounting personnel?

In this article, we introduce a method to automatically request billing through NP Atobarai when a record in the kintone billing management database is updated to a specific status. This integration allows for the reduction of manual work and enables swift billing processing. Smooth billing operations can prevent payment delays and optimize cash flow.

Benefits of Integrating kintone and NP Atobarai

By integrating kintone and NP Atobarai, you can gain the following benefits in billing operations.

Improved Operational Efficiency

When the status in kintone is updated, you can automatically request billing through NP Atobarai. While it is possible to register billing data through manual entry or CSV uploads, these methods are prone to data entry errors and omissions. By synchronizing the billing management database information through automation, you can reduce the occurrence of these human errors.

Additionally, reducing manual tasks alleviates the workload of accounting personnel, allowing them to focus on important tasks such as journal entries and expense reimbursements.

Optimizing Cash Flow

By issuing billing requests immediately upon status updates in kintone, timely invoicing becomes possible. Invoices are issued without delay after the provision of goods or services, which can prevent payment delays and facilitate early collection of accounts receivable. Improved collection rates of accounts receivable can help maintain a healthy cash flow for your company. Eliminating concerns about cash flow can enhance business stability and may lead to business expansion, investment, and the promotion of new business developments.

Why not integrate these two apps to gain these benefits?
With the automation tool Yoom, you can easily set up integration and automation.

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How to Create a kintone and NP Atobarai Integration Flow

Let's set up the integration and automation of workflows between kintone and NP Atobarai.

Using a template, we will introduce the steps to create a workflow that "requests billing through NP Atobarai when the status in kintone is updated."

※ This flow is triggered when the transaction review result of NP Atobarai is confirmed as OK, and the person in charge updates the status (process management function) of the relevant record in kintone. For more information on statuses, please refer to this article (official help page).

Before You Begin

1. Prepare a database app in kintone to manage billing information.

2. Log in to Yoom.

3. Click the "Try it out" button below to copy the template in Yoom.

Step 1: Integration of kintone and NP Kakebarai with My Apps

*If you have already completed the app integration, please proceed to Step 2.

1. Select "My Apps" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My Apps, select kintone and NP Kakebarai respectively and integrate the apps.
　*Reference: How to register kintone My Apps
　*For the integration of NP Kakebarai, you need to enter the account name, access token, and device ID as shown in the figure below. If you are unsure about Base64 encoding, please refer to this article.

Next, copy the template to My Projects and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot 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 are already registered, the login screen will be displayed, so please log in.

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Step 2: Setting up a trigger that activates when a kintone record is updated to a specific status

1. Open the copied template.
　※ You can change the title from the red frame in the image below.

2. Click on the Flowbot's "App Trigger: Update to a specified status (Webhook activation)".

3. Set up "Select Integration Account and Action".
　Change the title if necessary and click "Next".

4. Set up the Webhook event reception for the app trigger.
　Refer to the instructions and precautions to set it to activate when the status is updated.
　※ Reference: Setting up Webhooks in kintone
　※ The image below is an example input.

　※ The image below is the Webhook settings screen in kintone.

5. If the test is successful, click "Save".

Step 3: Setting up an action to retrieve kintone record information

1. Click on the Flowbot's "Operate Database: Retrieve Record".

2. Select the integration account and action.
　・Title: Can be changed if necessary.
　・Database Integration "App ID": Enter or select the App ID for billing information management.

3. Click "Next".

4. Set up the detailed settings for database operations.
　Set the conditions for the records you want to retrieve using the output obtained in Step 2.
　※ The image below is an example input.

　※ The image below is an example of output reference.

5. If the test is successful, click "Save".

Step 4: Setting up an action to request billing with NP Kakebarai

1. Click on the Flowbot's "Integrate with App: Request Billing".

2. Select the integration account and action.
　Change the title if necessary and click "Next".

3. Set up the API connection.
　Input/select each item.
　※ You can use the output obtained in Step 3 and date variables.
　※ The image below is an example input.

　※ The image below is an example of output reference.

　※ The image below is an example of date variable reference. Selecting "Today" will set it to the Flowbot's activation date. If you want it to be the end of the current month, select "End of this month". You can also refer to the date entered in kintone without using date variables.

4. If the test is successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.

With this, the flow "Request billing with NP Kakebarai when the kintone status is updated" is complete.

Other Automation Examples Using kintone

There are many other examples of automation using kintone on Yoom, so here are a few introductions.

1. A flow that notifies Chatwork when a kintone record is edited. By integrating with chat tools, you can automatically share information in line with the addition or update of kintone information. By changing the notification content according to the type of information, it can be used as a business request or instruction, helping to strengthen team collaboration.

2. This is a flow where a folder is created in Box when a kintone record is registered. By linking databases such as customers and projects with cloud storage services, individual folders can be automatically created. You can set the folder name according to the data, which leads to more efficient file management.

3. This is a flow to add information to Google Sheets when a kintone record is registered. By synchronizing information with Google Sheets, you can use functions and GAS to aggregate and analyze the data. It is recommended when you want to process and utilize the data in a multifaceted way.

Summary

By integrating kintone with NP Atobarai, it becomes possible to automate billing requests. This eliminates the need for manual data entry, reducing the risk of human error, and allowing accounting personnel to focus on other tasks during their freed-up time. Additionally, smooth invoice issuance can lead to early collection of accounts receivable and prevention of payment delays. To improve operational efficiency and cash flow, please try this integration using Yoom.