Google Sheets Money Forward Pay for Business
When a row is added to Google Sheets, register the customer in Money Forward Kakebarai.
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Google Sheets Money Forward Pay for Business

When a row is added to Google Sheets, register the customer in Money Forward Kakebarai.

Yoom's Google Sheets ＆  Money Forward Pay for Business  are ready to use! Automate tasks instantly—just copy the template!
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■Overview

This is a flow to register a customer in Money Forward Kakebarai when a row is added to a Google Spreadsheet.

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■Recommended for‍

1. Those who use Google Spreadsheets for work

・Those who utilize Google Spreadsheets for managing customer information

・Teams that share Google Spreadsheets to proceed with work

‍

2. Those who use Money Forward Kakebarai for work

・Those in charge of billing operations

・Those who manually add customer information from Google Spreadsheets to Money Forward Kakebarai

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■Benefits of using this template

Google Spreadsheets is a tool suitable for team work as it allows data management and editing online.
However, if you are manually linking Google Spreadsheet data to Money Forward Kakebarai for customer registration each time, you might find it cumbersome.

This template automates the registration of customer information in Money Forward Kakebarai when customer information is added to a Google Spreadsheet, thus streamlining data integration between tools.
It eliminates the need to add customer information to both Google Spreadsheets and Money Forward Kakebarai, maintaining data consistency between tools.

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■Notes‍

・Please link both Google Spreadsheets and Money Forward Kakebarai with Yoom.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

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

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About the Apps You Use
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
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Google Sheets
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A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
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Add order information to WooCommerce when a row is added in Google Sheets.
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Learn more about Yoom
Money Forward Pay for Business
Yoom allows you to integrate with the Money Forward Kakebarai API without code, enabling you to perform operations on Money Forward Kakebarai via the API. For example, you can automatically register customer information and transaction details with Money Forward Kakebarai, or automatically notify chat tools like Slack or Teams of the results once the credit check is completed in Money Forward Kakebarai.
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Money Forward Pay for Business
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About the apps you use
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
see details
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A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
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Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
View details Try it
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Add order information to WooCommerce when a row is added in Google Sheets.
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This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
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Money Forward Pay for Business
Yoom allows you to integrate with the Money Forward Kakebarai API without code, enabling you to perform operations on Money Forward Kakebarai via the API. For example, you can automatically register customer information and transaction details with Money Forward Kakebarai, or automatically notify chat tools like Slack or Teams of the results once the credit check is completed in Money Forward Kakebarai.
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API Actions That can be No-Code
Executable API actions
everything
Google Sheets
Money Forward Pay for Business
Flowbot triggers
    When a row is added
    When a row is updated
    When Credit Examination is Completed
    When Transaction Examination is Completed
    When Invoice Issuing is Completed
    When Customer Name Change Request is Completed
Flowbot operations
    Input Value into Cell
    Retrieve Value
    Delete Values
    Create a New Spreadsheet
    Copy Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Information
    Get Sheet Names
    Repeat Formula
    Input Values into Range
    Embed Image in Cell
    Sort by Specific Column
    Hide Sheet
    Add Note to Specified Cell
    Add Column
    Delete Columns
    Customer Registration
    Retrieve Customer Information
    Update Customer Information
    Assign Transfer Account
    Request Direct Debit
    Register Transaction
    Retrieve Transaction Information
    Retrieve Invoice List
    Update Billing Destination
    Register Billing Address
    Retrieve Billing Information
    Retrieve Billing Address
    Retrieve Invoice List (Supporting Invoice System)
Flowbot triggers
    When a row is added
    When a row is updated
Flowbot operations
    Input Value into Cell
    Retrieve Value
    Delete Values
    Create a New Spreadsheet
    Copy Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Information
    Get Sheet Names
    Repeat Formula
    Input Values into Range
    Embed Image in Cell
    Sort by Specific Column
    Hide Sheet
    Add Note to Specified Cell
    Add Column
    Delete Columns
Flowbot triggers
    When Credit Examination is Completed
    When Transaction Examination is Completed
    When Invoice Issuing is Completed
    When Customer Name Change Request is Completed
Flowbot operations
    Customer Registration
    Retrieve Customer Information
    Update Customer Information
    Assign Transfer Account
    Request Direct Debit
    Register Transaction
    Retrieve Transaction Information
    Retrieve Invoice List
    Update Billing Destination
    Register Billing Address
    Retrieve Billing Information
    Retrieve Billing Address
    Retrieve Invoice List (Supporting Invoice System)
Tab 1
Tab 2
Tab 3
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