■Overview
This is a flow to add a business partner to Money Forward Cloud Invoice using information from Sansan.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with the Chrome extension, you can directly activate the trigger from Sansan.
■Recommended for
1. Those who manage business cards using Sansan
・Those who want to effectively utilize the business card information registered in Sansan to improve work efficiency
2. Companies using Money Forward Cloud Invoice as their accounting and invoice management system
・Those who are spending a lot of time registering business partner information
■Benefits of using this template
By linking Sansan and Money Forward Cloud Invoice, you can add business partners more smoothly.
This reduces manual input errors and improves the accuracy of operations.
Additionally, by automatically linking multiple business partner information at once, the processing speed is dramatically improved, allowing you to use your time efficiently.
As a result, the burden on employees is reduced, allowing resources to be focused on other important tasks.
Utilizing this flow contributes to business efficiency and productivity improvement.
■Notes
・Please link both Sansan and Money Forward Cloud Invoice with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Sansan is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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