When the status is updated in Airtable, create an invoice in Money Forward Cloud Invoicing.

■Overview

This is a flow to create an invoice in Money Forward Cloud Invoice when the status is updated in Airtable.

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■Recommended for

1. Those who manage billing information in Airtable

・Those who add billing information to Airtable each time

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2. Those who use Money Forward Cloud Invoice in their business

・Sales department personnel who issue invoices based on the status managed in Airtable

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■Benefits of using this template

Money Forward Cloud Invoice allows you to create and manage invoices and quotes online, which is a benefit.
However, if you are progressing with tasks based on information managed in Airtable each time you create an invoice from Money Forward Cloud Invoice, you may find it time-consuming and inefficient.

This template automates the creation of invoices from Money Forward Cloud Invoice when a status record is updated in Airtable.
You no longer need to manually create invoices from Airtable information, allowing you to streamline your operations.

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■Notes

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

・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful.

・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

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