Register a client in Money Forward Cloud Invoice using the information from Yoom's input form.

■Overview

This is a flow to register clients in Money Forward Cloud Invoice using information from Yoom's input form.

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■Recommended for

1. Those who analyze and utilize response content using Yoom's input form

・Companies using Yoom's input form for business

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

・Marketing teams making proposals to customers based on responses from Yoom's input form

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2. Those in charge of back-office operations using Money Forward Cloud Invoice

・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 clients in Money Forward Cloud Invoice

・Those who routinely register clients in Money Forward Cloud Invoice

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

・Those who want to streamline by linking Yoom's input form with Money Forward Cloud Invoice

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■Benefits of using this template

・You can streamline operations by registering clients in Money Forward Cloud Invoice using information from Yoom's input form.

・Automating client registration in Money Forward Cloud Invoice helps prevent human errors from manual work.

・Eliminates the need for manual client registration in Money Forward Cloud Invoice, allowing you to allocate time to other important tasks.

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

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■Notes

・Please integrate Money Forward Cloud Invoice with Yoom.