When a row in a Google Spreadsheet is updated, update the client in Money Forward Cloud Invoice.

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■Overview

This is a flow to update the clients in Money Forward Cloud Invoice when a row in Google Sheets is updated.

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■Recommended for

1. Those who manage customer or client information in Google Sheets

・Sales department personnel who manage customer or client information in their work

・Those who manually link Google Sheets information to Money Forward Cloud Invoice

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2. Those who utilize Money Forward Cloud Invoice in their work

・Accounting department personnel responsible for issuing invoices

・Those who want to streamline the manual update process of Money Forward Cloud Invoice

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■Benefits of using this template

Google Sheets is a tool suitable for data management, allowing smooth collaboration within a team.
However, if you need to link Google Sheets data with another tool, you might find the task of transferring information cumbersome.

This template automates the update of clients in Money Forward Cloud Invoice when a row in Google Sheets is updated.
If you synchronize Google Sheets with Money Forward Cloud Invoice clients, you can eliminate the need to check and link updates between tools, thus improving work efficiency.

By integrating with a chat tool after the flow, you can notify team members of updates, speeding up information sharing.

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■Notes

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

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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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