Create an invoice in Money Forward Cloud Invoice using HubSpot information

■Overview

This is a flow for creating invoices in Money Forward Cloud Invoice using information from HubSpot.

By using a trigger with a Chrome extension, you can directly initiate the trigger from HubSpot.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

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‍■Recommended for

1. Those managing clients with HubSpot

・Sales department personnel of companies

・Companies that have implemented HubSpot to streamline customer management

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2. Those using Money Forward Cloud Invoice

・Accounting personnel handling billing tasks

・Those who want to streamline invoice creation

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■Benefits of using this template

When creating invoices in Money Forward Cloud Invoice, there are many fields to fill out, and manual creation can be time-consuming.
Additionally, if you need to create invoices based on transaction information managed in a different department on HubSpot, there is a risk of data entry errors disrupting billing operations.

With this flow, you can automate the creation of invoices in Money Forward Cloud Invoice by initiating it from the transaction detail page in HubSpot using a Chrome extension trigger.
Since there is no need to manually enter information registered in HubSpot, operating Money Forward Cloud Invoice becomes unnecessary, allowing for more efficient operations.

You can also save time on confirmation and correction tasks after invoice creation, thus reducing working hours.

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■Notes

・Please integrate Yoom with both HubSpot and Money Forward Cloud Invoice.

・For instructions on setting up triggers using the Chrome extension, please refer to here.