Use Mazrica's deal information to issue an invoice with Money Forward Cloud Invoice.

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■Overview

This is a flow for issuing invoices using Money Forward Cloud Invoice with Mazrica's business negotiation information.

By using a trigger with the Chrome extension, you can directly activate the trigger from Mazrica.

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■Recommended for

1. Those who need to manage and process business partner company forms

・Sales assistants or accounting personnel

・Administrative staff or office managers

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2. Companies managing customer company information using Mazrica

・Sales assistants managing customers using digital tools

・Sales department personnel managing numerical targets

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3. Those looking to reduce manual input work and automate processes

・Owners of small and medium-sized enterprises aiming for operational efficiency

・Administrative personnel handling various tasks

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■Benefits of using this template

・You can automatically issue invoices using the registered content in Mazrica, reducing manual work and improving operational efficiency.

・Prevent input errors and transcription errors when creating invoices, maintaining data accuracy.

・Reduce the hassle of communication and manual input, significantly improving operational efficiency.

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■Notes

・Please integrate Mazrica, Money Forward Cloud Invoice, and Yoom respectively.

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About the Apps You Use

Mazrica Sales Tech

In Yoom, you can utilize Mazrica's API without any coding. It is possible to link Mazrica's information with various SaaS or automate the registration of information to Mazrica. Additionally, you can automatically sync Mazrica's information to Yoom's database and use it for various purposes.

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Mazrica Sales Tech

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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