When a record is registered in kintone, create a new client in Money Forward Cloud Invoicing.

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■Overview

This is a flow to create a new client in Money Forward Cloud Invoice when a record is registered in kintone.

‍■Recommended for

1. Those managing invoices and other documents for client companies

・Sales assistants or accounting staff

・Administrative staff or office managers

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2. Representatives of companies managing client information with kintone

・Administrative staff utilizing digital tools for customer management

‍

3. Those looking to reduce manual input and automate processes

・Owners of small to medium-sized enterprises aiming for business automation

・Administrative staff seeking to enhance data accuracy

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■Benefits of using this template

・By automatically registering kintone entries into Money Forward Cloud Invoice, input errors can be eliminated.

・Since the entire process is completed automatically, it reduces the effort of manual input and improves operational efficiency.

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■Notes

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

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About the Apps You Use

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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kintone

Templates using

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Money Forward Cloud Invoice

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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