Create a quote in Money Forward Cloud Invoice using HubSpot information

  1. Apps
  2. Money Forward Cloud Invoice
  3. Create a quote in Money Forward Cloud Invoice using HubSpot information
Try this Template
No items found.
Try this template
No items found.

■Overview

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

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

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

‍

‍■Recommended for

1. Those who use HubSpot for business

・Those who manage transaction information in HubSpot

・Those who want to integrate and utilize HubSpot data with other systems  


2. Those who create and manage forms with Money Forward Cloud Invoice

・Sales representatives or team leaders who want to streamline the quote creation process

・Customer support personnel who aim to automate the quote creation process for smoother customer interactions

・Those who want to prevent errors in quote creation and improve accuracy

‍

■Benefits of using this template

By using this template, you can automatically create quotes in Money Forward Cloud Invoice from the HubSpot transaction detail page.

Since there is no need for data entry or operations in Money Forward Cloud Invoice, it reduces the burden on staff and decreases human errors.

‍

■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.

・Please pre-register the department ID of Money Forward Cloud Invoice in the custom properties of HubSpot transactions.

このテンプレートを試してみる
How to request materials and apply for a demo
Here
More flowbot templates
Extract inquiries from HubSpot forms and automatically reply with Gmail
Extract inquiries from HubSpot forms and automatically reply with Gmail
Gmail
When a contact is created in HubSpot, notify Slack and add it to Google Sheets.
When a contact is created in HubSpot, notify Slack and add it to Google Sheets.
HubSpot
When deal information is registered in HubSpot, create an event in Google Calendar and send a notification to Slack.
When deal information is registered in HubSpot, create an event in Google Calendar and send a notification to Slack.
Google Calendar
When a schedule is registered in TimeRex, update the stage of the contact in HubSpot.
When a schedule is registered in TimeRex, update the stage of the contact in HubSpot.
TimeRex
When the status is updated in Raku-Raku Sales, create an invoice in Money Forward Cloud Invoicing.
When the status is updated in Raku-Raku Sales, create an invoice in Money Forward Cloud Invoicing.
Money Forward Cloud Invoice
When the stage of a contact in Hubspot is updated to a specific stage, retrieve the value of a custom property, create a client in freee Accounting, and issue an invoice.
When the stage of a contact in Hubspot is updated to a specific stage, retrieve the value of a custom property, create a client in freee Accounting, and issue an invoice.
freee Accounting
When a Hubspot contact reaches a specific status, issue a document in Microsoft Excel.
When a Hubspot contact reaches a specific status, issue a document in Microsoft Excel.
HubSpot
When a Hubspot contact reaches a specific status, generate a document in Google Docs.
When a Hubspot contact reaches a specific status, generate a document in Google Docs.
HubSpot
When a Hubspot contact reaches a specific status, generate a document in Google Sheets.
When a Hubspot contact reaches a specific status, generate a document in Google Sheets.
HubSpot
毎月1日にHubspotで特定のステータスになっている会社情報を取得して、freee請求書で請求書を作成する
毎月1日にHubspotで特定のステータスになっている会社情報を取得して、freee請求書で請求書を作成する
HubSpot
HubSpotのフォームからのお問い合わせをNotionに登録し、Slackに通知する
HubSpotのフォームからのお問い合わせをNotionに登録し、Slackに通知する
HubSpot
Salesforce上の顧客情報を取得して、マネーフォワード クラウド請求書で発注書を送付する
Salesforce上の顧客情報を取得して、マネーフォワード クラウド請求書で発注書を送付する
Money Forward Cloud Invoice
kintone上の顧客情報を取得して、マネーフォワード クラウド請求書で発注書を送付する
kintone上の顧客情報を取得して、マネーフォワード クラウド請求書で発注書を送付する
Money Forward Cloud Invoice
Google スプレッドシート上の顧客情報を取得して、マネーフォワード クラウド請求書で　発注書を送付する
Google スプレッドシート上の顧客情報を取得して、マネーフォワード クラウド請求書で　発注書を送付する
Money Forward Cloud Invoice
Microsoft Excel上の顧客情報を取得して、マネーフォワード クラウド請求書で発注書を送付する
Microsoft Excel上の顧客情報を取得して、マネーフォワード クラウド請求書で発注書を送付する
Money Forward Cloud Invoice
Register the client information submitted through the HubSpot form into Money Forward Cloud Accounting.
Register the client information submitted through the HubSpot form into Money Forward Cloud Accounting.
Money Forward Cloud Accounting
When the status is changed in HubSpot, register the client in Money Forward Cloud Accounting.
When the status is changed in HubSpot, register the client in Money Forward Cloud Accounting.
Money Forward Cloud Accounting
Squareで決済が完了したらHubSpotに顧客情報を登録する
Squareで決済が完了したらHubSpotに顧客情報を登録する
Square
When a lead is registered in HubSpot's contacts, notify directly.
When a lead is registered in HubSpot's contacts, notify directly.
HubSpot
Register a contact in HubSpot from the signature information of the received email.
Register a contact in HubSpot from the signature information of the received email.
HubSpot
Register a contact in HubSpot from the signature information of an email received in Outlook
Register a contact in HubSpot from the signature information of an email received in Outlook
HubSpot
Register a contact in HubSpot from the signature information of an email received in Gmail.
Register a contact in HubSpot from the signature information of an email received in Gmail.
HubSpot
Select a meeting participant from HubSpot and create a Zoom meeting URL.
Select a meeting participant from HubSpot and create a Zoom meeting URL.
Zoom
After answering with the recording data of the business meeting on Google Forms, transcribe and summarize it, then register it in the notes on HubSpot.
After answering with the recording data of the business meeting on Google Forms, transcribe and summarize it, then register it in the notes on HubSpot.
Google Forms
Register information from HubSpot into the core system.
Register information from HubSpot into the core system.
Here are some Similar Templates!
Create an invoice in Money Forward from the Yoom database
Automatically generate invoices in Money Forward Cloud Invoicing using billing information registered in the Yoom database.
See details
Register a new client in Money Forward Cloud Invoice using the information from the input form.
This is an input form for registering new client information. It requests the administrator to verify the entered information, and then automatically registers it in Money Forward Cloud Invoicing.
See details
Register a client in Money Forward Cloud Invoice using the information from Yoom's input form.
You can register a client in Money Forward Cloud Invoice using the information from Yoom's input form. By automating the registration of clients in Money Forward Cloud Invoice, it is effective in preventing human errors caused by manual work.
See details
When the status is updated in Raku-Raku Sales, create an invoice in Money Forward Cloud Invoicing.
When the status is updated in Raku-Raku Sales, this flow creates an invoice in Money Forward Cloud Invoice. Since invoice creation can be initiated based on the status in Raku-Raku Sales, manual operations in Money Forward Cloud Invoice are unnecessary, allowing for more efficient business processes.
See details
Salesforce上の顧客情報を取得して、マネーフォワード クラウド請求書で発注書を送付する
Salesforce上の顧客情報を取得して、マネーフォワード クラウド請求書で発注書を送付するフローです。このフローを利用すると、定型的に発生するメール送信作業が自動化されます。作業時間が短縮されるため、余った時間を他の業務に充てることができ、生産性向上に寄与します。
See details
kintone上の顧客情報を取得して、マネーフォワード クラウド請求書で発注書を送付する
kintone上の顧客情報を取得して、マネーフォワード クラウド請求書で発注書を送付するフローです。このフローを利用すると、定型的に発生するメール送信作業が自動化されます。作業時間が短縮されるため、余った時間を他の業務に充てることができ、生産性向上に寄与します。
See details
See all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Learn more about Yoom
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
About the Apps You Use
Money Forward Cloud Invoice
In Yoom, you can utilize the Money Forward Cloud Invoice API without any coding. By integrating Money Forward Cloud Invoice with Yoom, you can automate the entire process from invoice creation to sending via the API. Additionally, you can aggregate and synchronize the information from Money Forward Cloud Invoice into Yoom's database for various uses.
Related apps
Money Forward Cloud Invoice
 Templates using
View all related templates
Learn more about Yoom
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
Related apps
HubSpot
Templates using
View all related templates
Learn more about Yoom
Related apps
No items found.
Templates using
No items found.
View all related templates
Learn more about Yoom
About the apps you use
Money Forward Cloud Invoice
In Yoom, you can utilize the Money Forward Cloud Invoice API without any coding. By integrating Money Forward Cloud Invoice with Yoom, you can automate the entire process from invoice creation to sending via the API. Additionally, you can aggregate and synchronize the information from Money Forward Cloud Invoice into Yoom's database for various uses.
see details
templates
Similar apps
Pennylane
sevdesk
Chargebee
Money Forward Cloud Accounting Plus
invox Invoice
invox Invoice Receiving
Bakuraku Electronic Ledger Preservation
Bakuraku Common Management
Bakuraku Expense Management
Bakuraku Invoice
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
see details
templates
Similar apps
Bannerbear
Ecomail
DataForSEO
Mastodon
ZeroBounce
Kairos3 Marketing
Mautic
GetResponse
ClickFunnels
Customer.io
see details
templates
No items found.
Similar apps
No items found.
API Actions That can be No-Code
Executable API actions
everything
Money Forward Cloud Invoice
HubSpot
Flowbot triggers
    Flowbot operations
      Flowbot triggers
        Flowbot operations
          Flowbot triggers
            Flowbot operations
              Flowbot triggers
                Flowbot operations
                  Tab 1
                  Tab 2
                  Tab 3
                  List of Related Blog Posts
                  I'm explaining in detail how to automate work using the app I used this time!
                  2025/01/29
                  How to Integrate Applications
                  How to integrate HubSpot with Money Forward Cloud Accounting to automatically register a client in Money Forward Cloud Accounting when the status changes in HubSpot
                  m.wadazumi
                  2024/11/26
                  How to Integrate Applications
                  How to integrate Google Sheets with HubSpot to create a contact in HubSpot when a row is added in Google Sheets
                  m.i
                  2024/12/06
                  How to Integrate Applications
                  How to integrate Google Sheets with HubSpot to update contact information in HubSpot when a row is updated in Google Sheets
                  m.i
                  Work Smarter 
                  with Yoom
                  Get started in
                  30 sec!
                  Try for free now!
                  Try for free now!
                  How to request materials and apply for a demo
                  Here
                  Learn More
                  Explore AppsPricingCustomer Review & Success StoriesWorkshops & SeminarsUse CasesBlog
                  Products
                  Action RequestsSummarizationChrome ExtensionsDatabase
                  App IntegrationEmailAI-OCRDocuments
                  FormData ManagementData ConversionBrowser Automation
                  Templates
                  DatabaseFlowbot
                  Service List
                  YoomYoom knowledge
                  Company Overview
                  Terms of use
                  Privacy Policy
                  Security policy
                  Notation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  Learn More
                  AppsPricingUser Voicesseminarsuse casesBlogs
                  Functions
                  App IntegrationFormAI-OCRSummarizationDatabaseChrome Extensions
                  EmailAction RequestsData ManagementData ProcessingBrowser ActionsDocuments
                  templates
                  databasesFlowbot
                  List of Services
                  YoomYoom knowledge
                  Company OverviewTerms of useprivacy policysecurity policyNotation based on the Specified Commercial Transactions Act
                  © ️ Yoom Inc.
                  See Details