Automatically create an invoice in Money Forward Cloud Invoicing when the status in kintone is updated.

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  2. kintone
  3. Automatically create an invoice in Money Forward Cloud Invoicing when the status in kintone is updated.
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■Overview‍

This is a flow bot that automatically creates invoices in Money Forward Cloud Invoice using the detailed information registered in the kintone subtable when the kintone status is updated.

Please create and use a subtable in kintone to save items, quantities, unit prices, units, etc.

‍

■Notes‍

・Please integrate both kintone and Money Forward Cloud Invoice with Yoom.

・A new client will be created each time an invoice is issued, resulting in duplicate clients.

・If you do not want to create duplicate clients, save the department ID linked to the client in Money Forward Cloud Invoice in a kintone field, and use the bot by deleting the "Create Client" action.

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関連したテンプレートをすべて見る
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kintone
With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
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In Yoom, you can utilize the Money Forward Cloud Invoice API without any coding. By integrating Money Forward Cloud Invoice with Yoom, you can automate the entire process from invoice creation to sending via the API. Additionally, you can aggregate and synchronize the information from Money Forward Cloud Invoice into Yoom's database for various uses.
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