When the status of kintone is updated, issue an invoice on the board.

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■Overview

This is a flow for issuing invoices with board when the status of kintone is updated.

■Recommended for

1. Those who manage billing information with kintone

・Those responsible for registering and updating billing information in kintone

・Those who issue invoices from board based on kintone data

2. Those who use board for billing operations

・Those who utilize board for issuing invoices

・Those who want to automate invoice issuance from board

■Benefits of using this template

When issuing invoices, there are many input fields and confirmation items, and creating them manually can be time-consuming.
If you are issuing invoices based on kintone information, there is a possibility of data entry errors or omissions, and you may feel the need to improve efficiency.

This template allows you to automatically issue invoices from board when the status of kintone is updated, preventing human errors.
By obtaining the necessary information for invoice issuance from kintone, you can streamline the process and improve productivity.

By integrating with chat tools after this flow, you can quickly grasp the issuance of invoices from board, allowing for smooth invoice confirmation requests and dispatch.

■Notes

・Please integrate Yoom with both kintone and board.

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kintone
kintone
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Board
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About the apps you use
kintone
With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
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Board
In Yoom, you can utilize the board's API without any coding. By integrating the board with Yoom, you can automatically execute case registration and customer registration on the board via the API. Additionally, you can synchronize the board's information with Yoom's database and use it for various purposes.
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