When the status is updated in kintone, register the client in Xero.

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■Overview

This is a flow to add a client to Xero when the status is updated in kintone.

With Yoom, you can connect apps without programming, making it easy to implement this flow.

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‍■Recommended for

1. Those who manage clients with kintone

・Sales representatives who regularly add client information

・Those who link kintone data with other tools

2. Those who use Xero in their work

・Accounting department personnel responsible for billing

・Those who want to efficiently add client information to Xero

■Benefits of using this template

If you register client information in Xero according to the status in kintone, checking each time is a hassle.
After checking the status, manual registration is required, which can take time for verification and correction, potentially delaying the business process.

In this flow, when the status of a client record is updated in kintone, the client can be automatically registered in Xero, streamlining manual tasks.
You can reduce the workload by eliminating the need to log in to kintone to check the status and manually enter data.

Additionally, since client information is added in a timely manner, you can always proceed with your work based on the latest information.

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■Notes

・Please connect Yoom with both kintone and Xero.

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About the Apps You Use

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.

Related apps

kintone

Templates using

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Xero

Yoom allows you to integrate with Xero's API without any code, enabling you to automate operations in Xero via the API. For example, you can link customer information from Salesforce or HubSpot to Xero, or automatically create invoices and quotes in Xero using data from Google Sheets or Airtable.

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