Register a client in Money Forward Cloud Invoice using information from Google Forms

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■Overview

This flow registers a business partner in Money Forward Cloud Invoicing using information from Google Forms.

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■Recommended for

1. Those who analyze and utilize response content using Google Forms

・Companies using Google Forms for business

・Companies utilizing customer information from form responses after seminars, etc.

・Marketing teams making proposals to customers based on Google Form responses

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2. Those responsible for back-office operations using Money Forward Cloud Invoicing

・General affairs and administrative staff creating forms

・Accounting staff managing forms

・Management staff handling product management

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3. Those who want to automate the manual registration of business partners in Money Forward Cloud Invoicing

・People who regularly register business partners in Money Forward Cloud Invoicing

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

・Those who want to streamline operations by linking Google Forms and Money Forward Cloud Invoicing

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■Benefits of using this template

・You can register business partners in Money Forward Cloud Invoicing using information from Google Forms, which helps improve operational efficiency.

・Automating the registration of business partners in Money Forward Cloud Invoicing helps prevent human errors from manual work.

・You no longer need to manually register business partners in Money Forward Cloud Invoicing, allowing you to allocate time to other important tasks.

・By customizing the flow, you can notify specific users upon registration completion, enabling quick information sharing.

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■Notes

・Please link both Google Forms and Money Forward Cloud Invoicing with Yoom.

・Refer to the following for how to obtain response content when using Google Forms as a trigger.

‍https://intercom.help/yoom/ja/articles/6807133

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About the Apps You Use

Google Forms

Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.

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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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