When the status is changed in Airtable, register the client in Money Forward Cloud Accounting.

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■Overview

This is a flow to register a client in Money Forward Cloud Accounting when the status is changed in Airtable.

By using Yoom, you can easily connect apps without programming.

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■Recommended for

1. Those who manage databases using Airtable

・Those who want to efficiently manage multiple projects and client information with Airtable

・Those who want to automatically link with other tools when the database status changes

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2. Companies using Money Forward Cloud Accounting

・Those who want to streamline accounting operations and easily manage client information

・Those who want to automate operations by utilizing the linkage between Airtable and Money Forward Cloud Accounting

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■Benefits of using this template

By linking Airtable with Money Forward Cloud Accounting, you can promptly respond to status changes.
This automates the updating of client information, achieving efficient management. Proper management of client information enhances business transparency and leads to quicker business decisions.

Moreover, eliminating the need for double data entry prevents manual input errors and maintains accurate data.
Additionally, employees can focus on other important tasks, improving overall operational efficiency.

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About the Apps You Use

Money Forward Cloud Accounting

Yoom allows you to integrate with the Money Forward Cloud Accounting API without code, enabling the automation of operations in Money Forward Cloud Accounting via the API. For example, you can link customer information registered in CRM systems like Salesforce or kintone to Money Forward Cloud Accounting as business partners, or automatically create journal entry data in Money Forward Cloud Accounting from spreadsheets.

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