When information is updated in kintone, register it as a billing destination in the billing management robot.

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■Overview

This is a flow to register as a billing destination in the Billing Management Robot when information is updated in kintone.

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■Recommended for‍

1. Those who use the Billing Management Robot in their operations

・Those who utilize it for creating invoices for each transaction

・Those who manage information related to billing

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2. Those who use kintone for information management

・Those who centrally manage transaction information

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■Benefits of using this template

The Billing Management Robot is a tool expected to streamline the overall progress of operations by reducing the time spent on billing tasks.
By centrally managing transaction information in kintone, billing operations can be further streamlined.
However, manually registering billing destinations in the Billing Management Robot each time may hinder the improvement of team productivity.

This flow is suitable for those who want to smoothen business progress and aim to improve team productivity.
By utilizing this flow, when a kintone record is updated to a specified status, it automatically registers in the Billing Management Robot with the referenced information, maintaining information accuracy.
The time previously spent on input tasks can be allocated to other core tasks, allowing the entire team to focus on high-priority tasks, leading to increased productivity.

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■Notes‍

・Please integrate both the Billing Management Robot and kintone with Yoom.

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About the Apps You Use

Billing Management Robo

You can utilize the billing management robot's API with no code using Yoom. By using the billing management robot's API, you can automatically register client information and billing details, and automate the creation and sending of invoices. You can also leverage data from various SaaS platforms, such as Yoom's database and kintone, as the source for billing information.

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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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