■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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