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

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

Yoom's Money Forward Cloud Invoice &  Notion  are ready to use! Automate tasks instantly—just copy the template!

■Overview

This is a flow that creates an invoice in Money Forward Cloud Invoice when the status is updated in Notion.

■Recommended for

1. Those who manage billing information in Notion

・Those responsible for adding or updating billing information in Notion

2. Those who use Money Forward Cloud Invoice for billing operations

・Those who regularly use Money Forward Cloud Invoice to create invoices

■Benefits of using this template

Money Forward Cloud Invoice is a cloud-based tool that can streamline billing operations.
However, manually creating invoices from Money Forward Cloud Invoice each time can be time-consuming and distract from focusing on other tasks.

This template allows you to automatically create invoices from Money Forward Cloud Invoice when a record's status is updated in Notion.
By using the billing information managed in Notion, you can create invoices without the need to manually operate Money Forward Cloud Invoice, thus improving efficiency.

■Notes

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

・Branching is a feature available with the Mini Plan or higher (Operation). If you are on the Free Plan, the operation of the flow bot you set 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.

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About the Apps You Use
Money Forward Cloud Invoice
Money Forward Cloud Invoice
Templates using
Notion
Notion
Templates using

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About the apps you use
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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Templates
Notion
Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
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Templates

When there is a response to a Google Form, this flow adds a record to the Notion database. It saves the effort of manually transferring Google Form responses to the Notion database, leading to significant time savings.

You can add content posted in a specific room on Google Chat to a Notion database. This prevents manual information update omissions, enabling real-time information sharing among teams.

You can add content posted in a specific room on Microsoft Teams to a Notion database. Since the posted content can be automatically added to Notion, manual operations in Notion are no longer necessary, allowing for increased work efficiency.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When a page is created or updated
    When a database is created or updated
    [Deprecated] When a page in a specific database is created or updated
    When receiving a Webhook
    When a page is created (Webhook)
    When page content is updated (Webhook)
    When a page is deleted (Webhook)
    When Page Properties are Updated (Webhook)
    When a Comment is Created (Webhook)
    When a Comment is Updated (Webhook)
    When a Comment is Deleted (Webhook)
    When Database Content is Added or Updated (Webhook)
    When a page in a specific data source is created or updated
Flowbot operations
    Create Customer
    Create Department
    Create Estimate
    Get Estimate PDF Download URL
    Download Estimate PDF
    Create Invoice from Estimate
    Create Invoice (Legacy Format)
    Add Items to Invoice
    Get Invoice PDF Download URL
    Download Invoice PDF
    Register Item in Item Master
    Add Item to Estimate
    Retrieve Customer Details
    Retrieve Estimate Details
    Retrieve Invoice Details
    Delete Item Master
    Create Invoice (New Format)
    Create Invoice (New Format) (Specify line items as a list)
    Create Estimate (Specify line items as a list)
    Update Estimate
    Delete Estimate
    Update Invoice
    Delete Invoice
    Update Customer
    Delete Customer
    Update Item Master
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    Delete Item Linked to Quote
    Update Department
    Get Item List
    Get page details
    Create page
    Append text to page
    Update Page Property (Text)
    Update Page Property (Number)
    Update Page Property (Select)
    Update Page Property (Multi-select)
    Update Page Property (Date)
    Update page property (Checkbox)
    Update page property (URL)
    Update page property (Email)
    Update page property (Phone number)
    Retrieve block information for a specific page
    List users
    Update page properties (Relation property)
    Add a sub-item to the specified record
    Generate File Upload ID
    Upload file
    Update Page Property (Files & media property)
    Download File
    Retrieve Page Information (List of File Info)
    Search Pages and Databases by Title
    Add a Heading and Paragraph to a Page
    Update Data Source Property Name
    Update Page Property (Title)
Flowbot triggers
    There is no action.
Flowbot operations
    Create Customer
    Create Department
    Create Estimate
    Get Estimate PDF Download URL
    Download Estimate PDF
    Create Invoice from Estimate
    Create Invoice (Legacy Format)
    Add Items to Invoice
    Get Invoice PDF Download URL
    Download Invoice PDF
    Register Item in Item Master
    Add Item to Estimate
    Retrieve Customer Details
    Retrieve Estimate Details
    Retrieve Invoice Details
    Delete Item Master
    Create Invoice (New Format)
    Create Invoice (New Format) (Specify line items as a list)
    Create Estimate (Specify line items as a list)
    Update Estimate
    Delete Estimate
    Update Invoice
    Delete Invoice
    Update Customer
    Delete Customer
    Update Item Master
    Delete Item Linked to Invoice
    Delete Item Linked to Quote
    Update Department
    Get Item List
Flowbot triggers
    When a page is created or updated
    When a database is created or updated
    [Deprecated] When a page in a specific database is created or updated
    When receiving a Webhook
    When a page is created (Webhook)
    When page content is updated (Webhook)
    When a page is deleted (Webhook)
    When Page Properties are Updated (Webhook)
    When a Comment is Created (Webhook)
    When a Comment is Updated (Webhook)
    When a Comment is Deleted (Webhook)
    When Database Content is Added or Updated (Webhook)
    When a page in a specific data source is created or updated
Flowbot operations
    Get page details
    Create page
    Append text to page
    Update Page Property (Text)
    Update Page Property (Number)
    Update Page Property (Select)
    Update Page Property (Multi-select)
    Update Page Property (Date)
    Update page property (Checkbox)
    Update page property (URL)
    Update page property (Email)
    Update page property (Phone number)
    Retrieve block information for a specific page
    List users
    Update page properties (Relation property)
    Add a sub-item to the specified record
    Generate File Upload ID
    Upload file
    Update Page Property (Files & media property)
    Download File
    Retrieve Page Information (List of File Info)
    Search Pages and Databases by Title
    Add a Heading and Paragraph to a Page
    Update Data Source Property Name
    Update Page Property (Title)
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