Create an invoice in Money Forward from the Yoom database

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■Overview

‍Automatically generate invoices in Money Forward Cloud Invoice using billing information registered in the Yoom database.‍

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■Setup Method

・Please link Money Forward and Yoom. (My App Integration) Set any database or table with the trigger "Select the target record from the database".

・In the Money Forward operation "Create Client", set the client information based on the information obtained from the Yoom database.

・In the Money Forward operation "Create Invoice", set the invoice information based on the information obtained from the Yoom database.

・Once the setup is complete, start the flow bot. The invoice will be created in Money Forward.

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‍■Notes

‍・It is necessary to link with the Money Forward Cloud Invoice account.

・Please replace the setting information of the "Create Client" operation with any value you like.

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About the Apps You Use

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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