SPIRALでレコードが作成されたら、Stripeに顧客を作成する

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■概要
「SPIRALでレコードが作成されたら、Stripeに顧客を作成する」業務ワークフローは、顧客情報の手動転記をなくし、請求準備をスムーズに進める自動連携です。
SPIRAL上のデータがStripeにスムーズに反映されるので、時間の無駄や入力ミスを減らせます。

■このテンプレートをおすすめする方

SPIRALで受注や申し込みデータを管理し、手入力に手間を感じている事務担当者の方
Stripeへ顧客登録や更新を手作業で行っている経理・請求担当者の方
SPIRALとStripe間の連携を自社で速やかに導入したいシステム部門の方
請求業務の効率化やヒューマンエラー防止を図りたいマネージャーの方

■このテンプレートを使うメリット

二重入力の回避：SPIRAL登録データを自動転送
請求までの時間短縮：手作業がなくなりスピードアップ
入力ミス軽減：設定どおりにStripe顧客を確実に作成

このテンプレートを試してみる

How to request materials and apply for a demo

Here

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Information registered in SPIRAL is also linked to the spreadsheet.

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What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

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About the Apps You Use

SPIRAL®

At Yoom, you can utilize SPIRAL's API without any coding. For example, you can retrieve information from SPIRAL via the API and integrate it with other SaaS tools or automatically create documents. Additionally, it is possible to automate tasks such as registering information to SPIRAL or attaching files.

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At Yoom, you can utilize Stripe's API without any coding. You can notify Slack when a new payment is registered or canceled in Stripe, and integrate Stripe information with other SaaS. Additionally, you can automatically aggregate and sync Stripe information into Yoom's database for various uses.

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