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Use Case 1 | Sending Invoices Created with Money Forward via Email
Use Case 1 | Sending Invoices Created with Money Forward via Email

This guide is based on the specifications and features as of May 19, 2023.

Yoom 青柳 avatar
Written by Yoom 青柳
Updated over a week ago

📝 Overview

This Flowbot example automates the process of sending invoices created in Money Forward Cloud Billing via email.

🛠️ Features and Tools Used

✔️ Yoom Database - Serves as both the data storage location and the Flowbot trigger

✔️ Money Forward Cloud Billing App - Used to generate invoices

✔️ Data Manipulation/Transformation Operation - Used to rename invoice file names

✔️ Email Operation - Used to send invoices to customers

🔍 How It Works

1️⃣ In the Yoom DB, set up a column called “Invoice Flag” which triggers the Flowbot when checked.

2️⃣ Once triggered, the Money Forward Cloud Billing app creates the invoice and downloads the invoice PDF.

3️⃣ Since the downloaded PDF is automatically named “Untitled,” use the “Rename File” action in the Data manipulation/transformation operation to change the file name.

4️⃣ Using the email action, the renamed PDF is attached and sent to the customer.

🚀 Try It Yourself!

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