■Overview
This is a flow to create a client in Money Forward Cloud Accounting Plus when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. People who use Google Sheets regularly
・Those who manage data using Google Sheets for work but find manual addition time-consuming
2. Users of Money Forward Cloud Accounting Plus
・Those who want to automate the registration of new clients to save time and effort
■Benefits of using this template
By linking Google Sheets with Money Forward Cloud Accounting Plus, you can automatically create a client in Money Forward just by adding a row in Google Sheets.
This eliminates the need for manual data entry, improving work efficiency.
Additionally, the risk of input errors is reduced, enhancing data accuracy.
Furthermore, as client information can be shared quickly, team collaboration is strengthened, enabling prompt responses.
This will improve the speed and quality of work, enhancing overall productivity.
■Notes
・Please connect both Google Sheets and Money Forward Cloud Accounting Plus with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.