Register a new client in Money Forward Cloud Invoice using the information from the input form.

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■Overview

‍This is an input form for registering new client information.

Request the administrator to verify the entered information, which will then be automatically registered in Money Forward Cloud Invoicing.

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■Setup Instructions

・Please integrate Money Forward Cloud Invoicing with Yoom. (My App Integration)

・Change the input form fields to your desired fields.

・In the "Register New Client" operation of Money Forward Cloud Invoicing, set the necessary information such as client name, address, and phone number based on the information obtained from the input form.

・Submit the information in the input form and activate the flow bot.

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■Notes

‍・It is necessary to set up the account information for integration in each app's operation.

・If approval is not required, please delete the approval operation before use.

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