How to integrate Sansan with Money Forward Cloud Invoice to automatically add clients to Money Forward Cloud Invoice using information from Sansan

Step 1: Link Sansan and Money Forward Cloud Invoice with My Apps

1. How to Register Sansan

Click "My Apps" and select Sansan from "New Connection".

Account Name: Set it as you like.
Access Token: Log in to Sansan, obtain the API key from the management screen, and enter it.
※ For detailed acquisition methods, please refer to the official website for settings.
After setting, click "Add" to complete the linkage.

2. How to Register Money Forward Cloud Invoice
Next, select Money Forward Cloud Invoice from "New Connection".

The following screen will be displayed, enter your email address and log in to Money Forward Cloud Invoice to complete the linkage.

Return to the My Apps registration screen of Yoom and confirm that the icons of Sansan and Money Forward Cloud Invoice are displayed.

Now, let's create a flow!
Click "Try it" on the banner below.

Step 2: Setting Up a Trigger to Launch from the Business Card Information Page in Sansan

※Notes
・Sansan is an app that is only available with certain paid plans. A free trial of the paid plan is available for two weeks. During the free trial, you can use apps that are subject to restrictions.

First, let's set up "Launch from Business Card Information Page".

Please install the Chrome extension from the underlined section of the above screen.
※Reference) For detailed setup instructions, please check here.

This is already set up, so no changes are necessary.
Once the Chrome extension setup is complete, click "Next".

Based on the annotations in the above image, enter a test URL into the sample URL of the launch page and execute the test.

If the test is successful, the output of the URL you set earlier will be obtained, so once confirmed, click "Save".

Step 3: Create a Client in Money Forward Cloud Invoicing

Next, let's set up "Create a Client".

This page is already set up, so no changes are necessary.
Once you have confirmed there are no setup errors, click "Next".

Set the client name as shown above.
By setting it this way, you can automatically register the "Company Name" from Sansan's business card information as the "Client Name" in Money Forward Cloud Invoicing.
Setup Method) Click inside the box and click "Company Name" in "Launch from Business Card Information Page". If {{Company Name}} is entered, it is OK.

Similarly, set the postal code, phone number, prefecture, address 1, and address 2.

Once the setup is complete, click "Test".
If the output is obtained, please save the settings.

Step 4: Turn On the Trigger

Once all settings are complete, click "Turn On Trigger".
This completes the flow of "Adding a Client to Money Forward Cloud Invoicing Using Sansan Information".

Introduction to Other Automation Examples Using Money Forward Cloud Invoices

1. This is a flow that automatically issues invoices using Money Forward Cloud Invoices based on Salesforce opportunity information.
By utilizing this flow, you can automatically issue invoices, reducing the effort of manual input and improving operational efficiency.
Additionally, automation can prevent input errors and transcription errors during invoice creation, which is expected to improve data accuracy.

2. This is a flow where a client is automatically registered in Money Forward Cloud Invoice when a record is registered in kintone.
By utilizing this flow, you can automatically register clients, which may lead to improved operational efficiency and a reduction in human errors.

3. This is a flow that automatically registers a client in Money Forward Cloud Invoice when a row is added to a Google Spreadsheet.
By utilizing this flow, it is possible to maintain data consistency between tools, which can be expected to improve the efficiency of back-office operations.
Additionally, automating client registration may reduce the workload.

Summary

In this article, we introduced a method to integrate Sansan with Money Forward Cloud Invoicing, allowing you to automatically add clients to Money Forward Cloud Invoicing using information from Sansan.
This automation can streamline the client registration process, enhancing operational efficiency.
Additionally, it eliminates manual work and prevents human errors, enabling accurate information management.
If you are considering improving the efficiency of client management, why not implement this system to support the streamlining of your operations?
At Yoom, we offer integration with various apps besides Sansan and Money Forward Cloud Invoicing, which were used to create the flow in this article.
We provide many convenient flow bots that can be easily created even with a free plan, so please try them out and make them useful for your business!