When information is updated in Airtable, 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 Airtable.

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■Recommended for‍

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

・Those who utilize it for billing operations related to transactions

・Those who manage data related to billing

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2. Those who manage information using Airtable's database

・Those who centrally manage transaction information

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■Benefits of using this template

The Billing Management Robot is a tool that can automate part of the billing operations to eliminate manual work.
Furthermore, by accumulating transaction information in Airtable, it facilitates smooth business progress.
However, manually entering Airtable information when registering billing destinations in the Billing Management Robot wastes valuable time.

In this flow, when information is updated to a specified status in Airtable, it is automatically registered in the Billing Management Robot, improving operational efficiency.
By eliminating manual work, the time spent on input tasks can be used for other operations, ensuring smooth progress of the overall business.
Additionally, since registration is done using referenced information, human errors can be avoided.

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■Notes‍

・Please link both the Billing Management Robot and Airtable with Yoom.

・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.

・Branching is a feature available with the Mini Plan or higher (operation). Please note that operations set in the flowbot will result in an error if you are on the Free Plan.

・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

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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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Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.

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