■Overview
This flow creates an invoice in Money Forward Cloud Invoicing when a status is updated in @pocket.
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 information within the company using @pocket
・Those who centrally manage billing information with @pocket
2. Those who handle billing tasks with Money Forward Cloud Invoicing
・Accounting department personnel who regularly create and send invoices
・Those who use @pocket as the data source for invoices
■Benefits of using this template
Creating invoices in billing operations involves many manual tasks, which can be time-consuming.
Additionally, when creating invoices after checking the status managed in @pocket, there is a risk of manual input errors or missed invoices.
With this flow, there is no need to check the status in @pocket each time, and invoice creation in Money Forward Cloud Invoicing can be automated.
By automating manual tasks, billing operations can be expedited.
■Notes
・Please integrate both @pocket and Money Forward Cloud Invoicing with Yoom.
・Branching is a feature available with the Mini Plan or higher (Operation). If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be cautious.
・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.
.avif)
.png)
