■Overview
This is a flow where an invoice is created in Money Forward Cloud Invoice when the status is updated in Raku-Raku Sales.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who are using Raku-Raku Sales to proceed with their business
・Those who create invoices based on data from Raku-Raku Sales
・Those who manage order data centrally with Raku-Raku Sales
2. Those who are utilizing Money Forward Cloud Invoice
・Those who create invoices using Money Forward Cloud Invoice
・Those who want to streamline the invoice creation process by integrating with Raku-Raku Sales
■Benefits of using this template
When creating invoices based on Raku-Raku Sales data, you might find the data transcription process cumbersome and time-consuming for each task.
Additionally, there are verification and correction tasks after creating the invoice, which can be time-consuming.
With this flow, you can automate the invoice creation in Money Forward Cloud Invoice when the status is updated in Raku-Raku Sales.
Since the invoice creation is triggered by the status in Raku-Raku Sales, manual operations in Money Forward Cloud Invoice are unnecessary, allowing you to streamline your work.
This eliminates concerns about manual transcription errors or omissions, improves the accuracy of invoices, and reduces the workload.