■Overview
This is a flow that automatically checks the registration status of a qualified invoice issuer when a client is registered in Notion.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who manage clients in Notion
・Those who utilize Notion for centralized management of client information
・Those who want to streamline processes by integrating Notion with other apps
2. Personnel responsible for verifying registration as a qualified invoice issuer
・Those who manually verify registration numbers
・Those who manage registration numbers
■Benefits of using this template
In accounting operations, tax processing based on qualified invoice issuers is necessary, so it is required to verify the registration number for each client.
However, manually performing the verification each time is cumbersome, and it is also necessary to record the registration status after verification, which is time-consuming and inefficient.
With this flow, you can automatically verify the registration status of a qualified invoice issuer when a client is registered in Notion.
The registration status can be added to the Notion record, allowing for smooth verification of qualified invoice issuers.
Additionally, since manual verification is not required, it helps prevent any oversights.
■Notes
・Please integrate Yoom with both Notion and the Qualified Invoice Issuer Publication System.
・Execute the flow after entering the registration number of the qualified invoice issuer into the Notion record.
・The trigger 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.
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