Integrate SPIRAL with NP Kakebarai to request billing in NP Kakebarai when the status is updated in SPIRAL.

Step 2: Select and Copy the Template

1) Open the template above and click on the "Try this template" icon.

2) The following display will appear.

Click the icons with "!" on the right in order to set the operations.
The title and details can be edited by clicking, so please change them as needed.

Step 3: Set the Trigger

Click on "App Trigger When Record is Created/Updated".

Step 4: Set SPIRAL Action

1) Select the action "When Record is Created/Updated" and click "Next".

2) Select the trigger interval and enter the required fields.
Once the input is complete, click "Test", and after a successful test, click "Save".
The App ID and Database ID can be selected from the suggestions if the app is linked.
*The trigger interval varies depending on the subscription plan.
Refer to this for details on each plan.
List of Function Restrictions and Usage Limits for Each Plan | Yoom Help Center (intercom.help)

Step 5: Set the Branch

1) Return to the flow and click the "Branch" icon.

2) Enter the required fields.
Select the operation "When Record is Created/Updated" and input "Status" for the output. Ensure the branch condition is "Status", "Equals", "Review OK".
Once the input is complete, click "Save".

Step 6: Set NP Postpay Action (Register Purchasing Company)

1) Return to the flow and click the "Register Purchasing Company with App Integration" icon.

2) Select the action "Register Purchasing Company" and click "Next".

3) Enter the required fields.
If the app is linked, you can use SPIRAL's output information for input.
Select from the suggestions as needed, and once the input is complete, click "Save".

Step 7: Set NP Postpay Action (Register Transaction)

1) Return to the flow and click the "Register Transaction with App Integration" icon.

2) Select the action "Register Transaction" and click "Next".

3) Enter the required fields.
If the app is linked, you can use NP Postpay's output information for input.
Select from the suggestions as needed, and once the input is complete, click "Save".

Step 8: Set NP Postpay Action (Request Billing)

1) Return to the flow and click the "Request Billing with App Integration" icon.

2) Select the action "Request Billing" and click "Next".

3) Enter the required fields.
If the app is linked, you can use Backlog's output information for input.
Select from the suggestions as needed, and once the input is complete, click "Save".

This completes the flow of 【Request Billing with NP Postpay when Status is Updated in SPIRAL】.

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Step 9: Test and Verify

Once the setup is complete, the following display will appear, so click "Turn ON Trigger".
Start the flow bot and verify that it operates correctly.

The template used this time is here

Other Automation Examples Using SPIRAL

Here are some other automation templates using SPIRAL available in Yoom. Please utilize these templates according to the tasks you want to automate and the applications you are currently using.

1. Create a Folder in Google Drive When a Client is Registered in SPIRAL
This template allows you to automatically perform Google searches and collect and summarize review information whenever a keyword is added to SPIRAL. Google searches can collect review information from any website, allowing you to customize it according to your business needs. Additionally, automation may help prevent human errors such as duplication or omissions.

2. Search for reviews on Google using keywords added to SPIRAL and update the results in a Google Spreadsheet
This template allows you to create a folder in Google Drive whenever a new issue is added to Backlog. By referencing folder information from Backlog, you can expect to avoid the risk of human error.
It eliminates the manual process of creating folders, thereby improving work efficiency.

3. Register events in Google Calendar using information registered in SPIRAL
This template automatically creates events in Google Calendar using information registered in SPIRAL.
By significantly reducing the effort of manual input, it is expected to improve the overall work efficiency of the team.
Additionally, automation can help avoid the risk of input errors or omissions, thereby improving the accuracy of shared information.

Summary

The automated flow that integrates SPIRAL and NP Deferred Payment introduced this time allows for automatic billing requests every time the status is updated, significantly saving time and reducing the likelihood of human error.
Additionally, staff can focus on more important tasks with the time saved from reduced work hours, potentially improving the overall productivity of the company.
By implementing this system, the burden on the accounting department can be reduced, and the sales department can focus on acquiring new customers.

By using Yoom to set up the integration, you can easily connect apps without specialized knowledge.
Please take advantage of this integration to improve operational efficiency.