How to Update Salesforce After Issuing an Invoice with Money Forward Kessai

Before Getting Started

If you do not have a Yoom account, please issue an account from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "First Time Yoom".

Yoom Account Issuance Page

First Time Yoom

Now, let's get started!

Step 1: Connect Money Forward Kakebarai and Salesforce to My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) Search for the app name in the new connection list of My Apps and click Money Forward Kakebarai.
(3) From the new registration screen of Money Forward Kakebarai, enter the account name and access token, and click "Add".
* The access token can be obtained here.

(4) Next, connect Salesforce. Similarly, click Salesforce from the new connection list of Yoom.
(5) The Salesforce login screen will appear.
Enter "Username" and "Password" and click login.

(4) Click "Allow" on the access confirmation screen.
For detailed My App registration of Salesforce, please refer to the site below.‍

Salesforce My App Registration Method

Once the connection is complete, Money Forward Kakebarai and Salesforce will be registered in Yoom's My Apps.

This completes the My App registration.
Next, let's set up triggers using templates!

Step 2: Setting Up Invoice Issuance for Money Forward Kakebarai

(1) We will use the template introduced earlier. Click "Try it" on the banner below.

Click on "When invoice issuance is completed" in the app trigger.

(2) From the "Select linked account and action" screen of Money Forward Kakebarai, check if there is any mistake in the account information linked with Money Forward Kakebarai, keep the trigger action as "When invoice issuance is completed" and click "Next".

(3) From the "App Trigger Webhook Event Reception Settings" screen, copy the Webhook URL and set it in the Money Forward Kakebarai management screen.

Once the settings are complete, click "Test" and if no error occurs, click "Save" at the bottom.

Step 3: Retrieve Billing Information from Money Forward Kakebarai

(1) Next, retrieve billing information in collaboration with Money Forward Kakebarai.
Click "Retrieve Billing Information".

(2) From the "Select linked account and action" screen of Money Forward Kakebarai, check if there is any mistake in the account information linked with Money Forward Kakebarai, keep the action as "Retrieve Billing Information" and click "Next".

(3) From the "API Connection Settings" screen, select the invoice ID from the output.

If you want to switch to the Sandbox environment, select "Switch to Sandbox Environment" from the dropdown.

Once the selection is complete, click "Test" and if no error occurs, click "Save".

Step 4: Retrieve Customer Information from Money Forward Kakebarai

(1) Next, retrieve customer information from Money Forward Kakebarai.
Click "Retrieve Customer Information".

(2) From the "Select linked account and action" screen, check if there is any mistake in the account information linked with Money Forward Kakebarai, keep the action as "Retrieve Customer Information" and click "Next".

(3) From the "API Connection Settings" screen, select the customer ID from the output, and if you want to switch to the Sandbox environment, select "Switch to Sandbox Environment" from the dropdown.

Once the selection is complete, click "Test" and if no error occurs, click "Save".

Step 5: Add Records to Salesforce

(1) Next, register records in collaboration with Salesforce.
Click "Add Record".

(2) From the "Database Integration" screen of Salesforce, check if there is any mistake in the account information linked with Salesforce, and keep the execution action as "Add Record".

Scroll down and enter the My Domain URL and the API reference name of the object.
・My Domain URL: Enter directly
・API reference name of the object: Select from candidates

Once the input is complete, click "Next".
(3) From the "Database Operation Detailed Settings" screen, select the values of the records to be added from the output.

Once the input is complete, click "Test" at the bottom, and if no error occurs, click "Save".
(4) Finally, click "Turn Trigger ON".

This completes the flowbot "Update Salesforce when invoice issuance is completed in Money Forward Kakebarai".

Examples of Automation Using Money Forward Kakebarai and Salesforce

At Yoom, there are many other examples of automation using Money Forward Kakebarai and Salesforce, so let me introduce a few.

1. Add to Salesforce Once the Credit Limit Review is Completed with Money Forward Kakebarai

The flow introduced earlier was related to invoice issuance, but in this flow, information can be automatically added to Salesforce once the credit limit review is completed. This is a convenient flow for those who want to smoothly conduct credit limit reviews.

2. Notify Microsoft Teams when a customer name change request in Money Forward Deferred Payment is completed

Have you ever dealt with a customer without noticing a change in their name? By using this flow, you can automatically receive a notification in Microsoft Teams when a customer name change request is completed in Money Forward Deferred Payment, preventing any oversight.

3. Send a Standard Email via Gmail Based on Salesforce Contact Information

You can automatically send standard emails via Gmail based on Salesforce contact information. The email content can be freely customized, and you can also attach documents.

If you would like to check templates using Money Forward Kakebarai and Salesforce, please visit the following site.

List of Flowbot Templates Using Money Forward Kakebarai

List of Flowbot Templates Using Salesforce

Summary

The integration of Money Forward Kakebarai and Salesforce can automate billing operations and centralize customer management, contributing to business efficiency.
With Salesforce automatically updated when invoices are issued, the sales team can always have the latest information.
Additionally, by eliminating the need for manual input, the risk of input errors is reduced, and the accuracy of operations is expected to improve.
Yoom is a convenient tool that supports business growth.
Please refer to this article and give it a try.