How to integrate kintone with Money Forward Cloud Invoices to create a new client in Money Forward Cloud Invoices when a record is registered in kintone

Benefits and Automation Examples of Integrating kintone with Money Forward

This time, we will discuss the integration of kintone with Money Forward.
Money Forward offers multiple services that can streamline back-office operations such as accounting and human resources. While it is strong in enabling data integration between its own services, integrating with other services and tools outside of Money Forward can further enhance business operations.
If you are using kintone as a database for accounting or sales management, please take note!

Let's explore the benefits of integrating kintone with Money Forward and examples of tasks that can be automated through this integration.

Benefit 1: Automation of Data Entry

By integrating kintone with Money Forward, manual data entry becomes unnecessary.
For example, you can automatically import billing details and client information managed in kintone into Money Forward.
This reduces the time spent on manual entry and verification, thereby streamlining operations. Additionally, sharing accurate information quickly leads to smoother subsequent operations.

Benefit 2: Real-time Understanding of Financial Status

Financial information is extremely important for a company.

By synchronizing information through the integration of kintone and Money Forward, you can always keep track of the latest financial movements related to accounting processes.
This enables quicker decision-making based on the latest information.
Not only in daily detailed operations but also in deciding management policies, improvements in speed and accuracy can be expected.
For instance, data related to liabilities and expenses entered into Money Forward can be automatically reflected in kintone.

Benefit 3: Centralized Data Management and Improved Consistency

The integration of kintone and Money Forward allows for centralized data management.
This helps maintain data consistency and prevents information omissions and duplication.
For example, if expenses and billing data are managed in kintone by department, automatic integration with Money Forward ensures consistency in the company's overall financial data.

How to Create an Automated Integration Flow between kintone and Money Forward

Here, we will introduce one example of creating a workflow for the integration and automation of kintone and Money Forward.
This is a flow where a new client is created in Money Forward Cloud Invoicing when a record is registered in kintone.

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If you are responsible for creating and managing client documents, managing client information using kintone, or considering ways to improve business efficiency, please refer to this!

With this flow, the hassle of manually entering information registered in kintone into Money Forward Cloud Invoicing is eliminated.
It will help prevent input errors and reduce working hours, thereby improving business efficiency!

The integration and automation settings can be done using the no-code tool Yoom, without requiring specialized programming knowledge.
If you haven't registered with Yoom yet, please issue an account from here!

*First, establish the connection.
If the connection is already completed, proceed to Step 2 to create a workflow using the template.

Step 1: Integrate kintone and Money Forward Cloud Invoicing with My Apps

1. After logging into Yoom, 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 Money Forward Cloud Invoicing and integrate the apps.
*During the integration with Money Forward, a dialog for selecting the business operator and confirming the app integration will be displayed. Please check the content and select "Next" and "Allow".

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1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the redirected page
3. Register for Yoom
※ If you have already completed registration, the login screen will be displayed, so please log in.

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Step 2: Set a trigger to activate when a kintone record is registered

3. Open the copied template. (Change the title if necessary.)
　※ The template will be saved in "My Projects".
　　If it does not open automatically, select the relevant template from My Projects and click "Edit" in the upper right corner of the screen to open it.

4. Click "App Trigger When a Record is Registered" from the Flowbot.

5. Set up "Select Linked Account and Action".
　Change the title of the app trigger if necessary, then click "Next".

6. Set up the API connection for the app trigger.
　・Trigger Activation Interval: Set an appropriate time according to your business needs.
　・Subdomain Name, App ID: Refer to the notes and enter each from the relevant kintone URL.

7. Conduct a test, confirm success, and click "Save".

Step 3: Set an action to create a client in Money Forward Cloud Invoice

8. Click "Integrate with App Create Client" from the Flowbot.

9. Set up "Select Linked Account and Action".
　Change the title if necessary, then click "Next".

10. Set up the API connection.
　Utilize the output obtained in Step 2 and enter it in each field.
　※ The image below is an example of input.

11. Conduct a test, confirm success, and click "Save".

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

With this, the flow to create a new client in Money Forward Cloud Invoice when a record is registered in kintone is complete.

Additionally, registering a client in Money Forward Cloud Invoice based on kintone information can also be done using the following template.
Since the procedure for obtaining kintone information differs, please use the template that is easier for you to proceed with to register the client.

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Advanced Automation Flow for kintone and Money Forward Integration

Here, we introduce other business flows that can be automated through the integration of kintone and Money Forward, as well as business flows that can be automated through the integration of Money Forward with other tools.

Automatically Create Invoices with kintone and Money Forward Cloud Invoicing!

This flow automatically creates an invoice in Money Forward Cloud Invoicing based on the detailed information registered in the kintone subtable when the status in kintone is updated.

This is useful when managing sales information, which serves as the source information for invoice creation, in kintone.
For the pre-creation of kintone subtables and the prevention of duplicate client registration in Money Forward Cloud Invoicing, please refer to the template page.

Create an Invoice by Integrating Yoom Database with Money Forward

Automatically generate invoices using Money Forward Cloud Invoice with billing information registered in the Yoom database. This is recommended for those managing their database with Yoom instead of kintone, or for those considering importing data from other database tools to manage with Yoom.

In Yoom, there are services provided by Money Forward that can be integrated besides Money Forward Cloud Invoicing.

Money Forward Cloud Debt Payment
Money Forward Cloud Expenses
Money Forward Kessai

‍‍By integrating Yoom with these apps, you can automate operations for each service and automate workflows integrated with other tools.
To improve business efficiency, we recommend integration and automation even if you are using these!

We have prepared a template gallery that summarizes templates available in Yoom, so please look for automation examples with your tools!

Click here for the template gallery

Summary

By integrating kintone and Money Forward, you can achieve automation of data entry, real-time understanding of accounting status, and improved centralized management and consistency of data. If you are using different tools for information management depending on your duties or department, refer to the examples introduced here to perform automatic data synchronization.