■Overview
This is a flow to create an invoice in freee Invoices when the status is updated in SPIRAL.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those who manage billing information with SPIRAL
・Those who centrally manage billing information for clients with SPIRAL
・Those in the accounting department who regularly input billing data
2. Those who create invoices based on status
・Those who proceed with tasks based on the status of records in SPIRAL
・Those who want to streamline invoice creation in freee Invoices
■Benefits of using this template
freee Invoices is a cloud-based tool that allows you to create invoices from anywhere.
When creating invoices based on the status in SPIRAL, delays in understanding update timings can hinder business operations.
By utilizing this flow, invoices in freee Invoices are automatically created when the status is updated in SPIRAL, eliminating the need for status checks each time.
Invoices are created in a timely manner, allowing for smooth confirmation and sending to customers after creation.
Additionally, manual data entry for invoice creation can be eliminated, preventing input errors and omissions.
■Notes
・Please integrate both SPIRAL and freee Invoices with Yoom.
・You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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