■Overview
This is a flow to add to kintone once an invoice is issued using Money Forward Kakebarai.
■Recommended for
1. Those who utilize Money Forward Kakebarai in their business
・Those who use it for creating invoices and other forms
・Those who use it for conducting swift transactions
2. Companies that manage information with kintone
・Those who accumulate and manage information of client companies
■Benefits of using this template
Money Forward Kakebarai is a tool that can be used to quickly issue invoices.
Additionally, by centrally managing client company information with kintone and adding invoice details, you can visualize the information and utilize it in your business.
However, manually entering information into kintone every time an invoice is issued with Money Forward Kakebarai takes away time from core tasks that should be focused on.
By using this flow, you can automatically register information to kintone once an invoice is issued with Money Forward Kakebarai, eliminating the need for manual entry.
The time spent on manual entry can be used for other tasks, allowing the entire team to focus on solving tasks.
You can also link this flow with chat tools, enabling automatic notifications of registration results to the team.
■Notes
・Please link both Money Forward Kakebarai and kintone with Yoom.
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