■Overview
This is a flow where an invoice is issued by the billing management robot when the status of kintone is updated.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those using kintone as a CRM
・Those managing customer and billing information
・Those who progress their work based on the status of records
2. Those using the billing management robot in their work
・Accounting personnel handling billing tasks
・Those who want to streamline operations by integrating kintone with the billing management robot
■Benefits of using this template
If you progress your work based on the status of kintone, checking the status each time can be cumbersome.
Moreover, if there are any omissions or delays in status checks, it could hinder the issuance of invoices from the billing management robot, so it is necessary to prevent this in advance.
With this flow, when the status of kintone is updated to a specific one, invoices can be automatically issued from the billing management robot, preventing any omissions in invoice issuance.
There is no need to check the status of kintone each time, allowing for seamless invoice issuance.
By integrating with chat tools, you can notify any member of the invoice issuance, making the process of checking and sending invoices smoother.
■Notes
・Please integrate both kintone and the billing management robot with Yoom.
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