When a row is added to Google Sheets, register the client in Money Forward Cloud Invoicing.

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■Overview

This is a flow to register a client in Money Forward Cloud Invoice when a row is added to a Google Spreadsheet.

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■Recommended for

1. Those who manage client information in Google Spreadsheet

・Those who regularly add clients to Google Spreadsheet

・Teams that collaboratively edit Google Spreadsheet

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2. Those in charge of back-office operations

・Those who use Money Forward Cloud Invoice in their operations

・Those who want to automate manual client registration

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■Benefits of using this template

Registering clients in Google Spreadsheet can be done online, making it a tool suitable for collaborative editing.
However, manually registering clients from Google Spreadsheet to Money Forward Cloud Invoice may decrease work efficiency.

This template allows automatic registration in Money Forward Cloud Invoice when a client is registered in Google Spreadsheet.
It can prevent errors from manual work and maintain data consistency between tools, thus streamlining back-office operations.

Additionally, if you regularly register clients, automating the registration can reduce the workload.

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■Notes

・Please integrate both Google Spreadsheet and Money Forward Cloud Invoice with Yoom.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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Templates using

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Money Forward Cloud Invoice

In Yoom, you can utilize the Money Forward Cloud Invoice API without any coding. By integrating Money Forward Cloud Invoice with Yoom, you can automate the entire process from invoice creation to sending via the API. Additionally, you can aggregate and synchronize the information from Money Forward Cloud Invoice into Yoom's database for various uses.

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