■Overview
This is a flow that automatically checks the registration status of qualified invoice issuers when a client is registered in Airtable.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Those managing clients with Airtable
・Those who use Airtable regularly for business operations
・Accounting departments utilizing Airtable for business operations
2. Those managing registration numbers of qualified invoice issuers
・Those who want to perform verification tasks based on data registered in Airtable
・Those who want to streamline the verification process of registration numbers
■Benefits of using this template
When manually verifying the registration status of qualified invoice issuers, input errors can lead to inaccurate information, potentially disrupting business operations.
Therefore, you may feel the need to efficiently verify using the information registered in Airtable.
With this flow, once a client is registered in Airtable, the registration status of qualified invoice issuers can be automatically checked, allowing for efficient verification.
By utilizing the information registered in Airtable, manual input and verification tasks are eliminated, enabling smooth accounting operations.
■Notes
・Please integrate Yoom with both Airtable and the Qualified Invoice Issuer Publication System.
・Execute the flow after entering the registration number of the qualified invoice issuer in the Airtable record.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
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