■Overview
This is a flow where an invoice is issued in Money Forward Cloud Invoicing when a record is updated in JUST.DB.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use JUST.DB for business
・Those who manage billing data with JUST.DB
・Those who want to issue invoices promptly in response to record updates
・Those who want to prevent data transcription errors
2. Those who manage billing with Money Forward Cloud Invoicing
・Those who use Money Forward Cloud Invoicing for creating and managing forms
・Those aiming to streamline the invoice issuance process
・Those who want to enhance the transparency and accuracy of the invoice issuance flow
■Benefits of using this template
By using this template, you can automate the creation of invoices in Money Forward Cloud Invoicing when a record in JUST.DB is updated.
After an update in JUST.DB, the billing data is reflected in real-time in Money Forward Cloud Invoicing, and invoices are automatically created, improving business speed and preventing input errors.
Additionally, standardizing the invoice issuance flow increases the transparency of business processes.
■Notes
・Please integrate Yoom with both JUST.DB and Money Forward Cloud Invoicing.