■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.
■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.
■Notes
・Please connect Yoom with both kintone and Xero.
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