■Overview
This is a flow to register clients and billing information from Sansan to Money Forward Kakebarai.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Sansan.
■Recommended for
1. Companies managing client information using Sansan
・Those who want to link client information and billing information with another tool
2. Companies using Money Forward Kakebarai for billing operations
・Those who want to automate the registration of billing information to improve operational efficiency
■Benefits of using this template
By linking Sansan and Money Forward Kakebarai, you can smoothly perform the registration of clients and billing information.
This reduces manual input errors and improves data accuracy.
Additionally, once set up, you can reflect data with a single click, saving time and effort.
The time saved can be allocated to other important tasks.
As a result, it contributes to increased productivity.
■Notes
・Please link both Sansan and Money Forward Kakebarai with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・For instructions on integrating Intercom with My Apps, please refer to here.
・Sansan is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
.avif)
