Register the client information submitted via Google Forms into Money Forward Cloud Accounting.

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■Overview

This is a flow for registering client information submitted via Google Forms into Money Forward Cloud Accounting.

By using Yoom, you can easily connect applications without the need for programming.

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■Recommended for

1. Those who are using Google Forms to submit client information

・Those who manually enter client information collected via Google Forms into Money Forward Cloud Accounting

・Those who want to automate the process from application to registration to improve work efficiency

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2. Those who are using Money Forward Cloud Accounting for accounting tasks

・Those who manage client information using Money Forward Cloud Accounting but want to eliminate the hassle of manual entry

・Those aiming to improve the efficiency and accuracy of accounting tasks

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■Benefits of using this template

Registering client information submitted via Google Forms into Money Forward Cloud Accounting offers several benefits.
Firstly, it eliminates the need for manual registration work, improving work efficiency. This allows you to reduce the time spent on registration tasks and focus on other important tasks.

Additionally, it reduces the likelihood of errors due to manual entry, enabling accurate data management.
Furthermore, as data is updated quickly, it allows for decision-making based on the latest information.
This enables swift business responses and improves management 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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Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.

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