Stripeで新規顧客が作成されたら、SPIRALにレコードを追加する

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■概要
「Stripeで新規顧客が作成されたら、SPIRALにレコードを追加する」業務ワークフローは、Stripe上で新規顧客が登録されると、Yoomが自動でSPIRALに情報を登録します。
データの二重入力を防ぎ、スムーズな顧客管理を実現します。

■このテンプレートをおすすめする方

  • Stripeで顧客管理を行っているものの、SPIRALへの転記作業が煩雑だと感じている方
  • 請求データや顧客情報を複数システムで運用し、管理ミスを減らしたい経理・総務担当者の方
  • 手入力の工数を削減し、コア業務に時間を割きたいビジネスチームリーダーの方
  • Yoomで簡単にAPI連携を試し、StripeとSPIRALをすぐに連携させたい開発者やプロジェクトマネージャーの方


■このテンプレートを使うメリット

  • 入力ミスや重複登録の防止:StripeとSPIRALが自動同期することでヒューマンエラーを軽減
  • 工数削減と処理のスピードアップ:YoomでAPI連携を設定することで手作業を減らせる
  • データ管理の一元化:SPIRALに集約した顧客情報を活用し、請求業務やレポート作成も楽になる
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About the Apps You Use
Stripe
Stripe
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SPIRAL®
SPIRAL®
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About the apps you use
Stripe
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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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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