When the status is updated in SPIRAL, request billing via NP Kakebarai.

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■Overview

This is a flow to request billing with NP Atobarai when the status is updated in SPIRAL.

■Recommended for

1. Those responsible for managing billing information

・Those who centrally manage billing information with SPIRAL

2. Those using NP Atobarai for billing requests

・Those who use the status of billing information in SPIRAL as a trigger to request billing from NP Atobarai


■Benefits of using this template

By requesting billing from NP Atobarai, you can streamline billing operations by centralizing invoice issuance and payment management.
However, if you are making billing requests with NP Atobarai based on the status in SPIRAL, it requires information sharing and confirmation tasks for status updates, which is inefficient.

This template allows you to automate billing requests with NP Atobarai when the record status in SPIRAL is updated.
You can request billing from NP Atobarai with just operations in SPIRAL, reducing manual work and seamlessly advancing billing operations.

Additionally, it helps prevent manual billing omissions, enhancing the accuracy of billing processes.

■Notes

・Please integrate both SPIRAL and NP Atobarai with Yoom.

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

・Paid plans like 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
NP Atobarai
NP Atobarai
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SPIRAL®
SPIRAL®
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About the apps you use
NP Atobarai
Yoom integrates with the NP Kakebarai API, allowing you to connect NP Kakebarai with various SaaS tools without any code. For example, you can link company information managed in Salesforce, HubSpot, kintone, etc., to NP Kakebarai, or automatically register transaction information with NP Kakebarai.
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SPIRAL®
At Yoom, you can utilize SPIRAL's API without any coding. For example, you can retrieve information from SPIRAL via the API and integrate it with other SaaS tools or automatically create documents. Additionally, it is possible to automate tasks such as registering information to SPIRAL or attaching files.
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