When the status of kintone is updated, automatically create a quotation in Money Forward Cloud Invoice.

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  2. kintone
  3. When the status of kintone is updated, automatically create a quotation in Money Forward Cloud Invoice.
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■Overview‍

This is a flow bot that automatically creates a quotation 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 store information such as item, quantity, unit price, unit, and whether it is billable.

‍

■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 delete the "Create Client" action before use.

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