When the status is updated in JUST.DB, send the invoice from the billing management robot.

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■Overview

This is a flow where invoices are sent from the billing management robot when the status is updated in JUST.DB.

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

■Recommended for

  • Sales or accounting personnel managing multiple customers or billing information in JUST.DB
  • Accounting personnel looking to improve operational efficiency due to the cumbersome process of issuing and sending invoices with the billing management robot
  • Those who want to prevent payment delays caused by late issuance or forgotten sending of invoices
  • Accounting department managers who want to reduce the burden of manual verification due to frequent human errors in invoice issuance tasks

■Benefits of using this template

By implementing this flow, it is possible to automatically issue and send invoices from the billing management robot when the status is updated in JUST.DB.

By reducing the time spent on creating and sending invoices, the workload on the responsible personnel is alleviated, and improvements in the payment cycle and stabilization of cash flow can be expected.

Additionally, it can prevent manual input errors and incorrect recipients, thereby improving the accuracy of billing operations.

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About the Apps You Use
Billing Management Robo
Billing Management Robo
 Templates using
JUST DB
JUST DB
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About the apps you use
Billing Management Robo
You can utilize the billing management robot's API with no code using Yoom. By using the billing management robot's API, you can automatically register client information and billing details, and automate the creation and sending of invoices. You can also leverage data from various SaaS platforms, such as Yoom's database and kintone, as the source for billing information.
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templates
JUST DB
Yoom allows you to integrate with JUST.DB's API without any code, enabling the automation of various tasks. You can connect with various SaaS platforms such as Google Sheets, Salesforce, and CloudSign, and automatically register and update information in JUST.DB.
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