How to integrate Misoca with Google Sheets to add an entry to Google Sheets when the invoice status in Misoca becomes "Billed".

Invoice management is a daily task, but when the invoice status in Misoca becomes "Invoiced" and you manually add it to Google Sheets, it takes time and effort, doesn't it?
Additionally, there is a risk of input errors for clients and amounts, or omissions in reflecting them in Google Sheets.
To solve these issues, you can integrate Misoca with Google Sheets.
By linking the two, you can eliminate manual input tasks and expect to prevent errors.
This article introduces how to integrate Misoca and Google Sheets using the no-code tool Yoom, along with its benefits.

Benefits of Integrating Misoca and Google Sheets

1. Centralized Management of Invoice Data

With automatic addition from Misoca to Google Sheets, invoice information is centrally managed, allowing you to check the latest data at any time.
There's no need to perform confirmation tasks across multiple tools or systems, which is expected to simplify processes related to invoice management.
Especially for those in finance or accounting departments, reduced confirmation tasks make management easier, allowing them to focus on other important tasks such as month-end and month-start responses.

2. Efficiency through Reduction of Manual Work

Traditionally, when an invoice in Misoca became "Invoiced," it was necessary to manually input the data into Google Sheets.
By using this automation, the risks of input errors or omissions in invoice information are reduced, improving the overall speed and accuracy of operations.
For companies managing a large number of invoices, the time savings from this automation is considered a significant benefit.

[What is Yoom]

How to Create a Flow for Integrating Misoca and Google Sheets

So far, we have introduced the benefits.
Now, let's quickly integrate the apps we will use this time with Yoom!
Once the registration of My Apps is complete, we will create a "Flowbot to add to Google Sheets when the invoice status in Misoca becomes Invoiced."

Step 1: Connect My App

‍Connecting My App first will make the subsequent settings proceed smoothly.
First, let's connect Misoca and Yoom that you are using.
Select My App → New Connection from the left side of the Yoom page.
Search for Misoca.
When the following screen appears, log in with the applicable ID.

Next, connect with Google Sheets.
Enter your email address and password to proceed with the login, and when you reach this screen, click confirm and continue.

Once the app connected to My App is displayed, it's complete.

‍Step 2: Set Triggers and Actions

‍This time, we will use this template.
Open the template page and click 'Try this template'.
If you are using Yoom, log in, and if you are new, register as a member.
As you proceed, the template will be automatically copied to your workspace.
The name of the template can be changed as needed.
Click My Projects on the left to see the template you just copied.
Click the ellipsis (...) on the right and select Edit.

This time, it's the following 2 steps.
Let's set it up together!

Items to Prepare

A spreadsheet to write Misoca's invoice information.
Enter the items as headers in the first row.

Now, let's set up the app trigger.
Select "When the invoice status becomes billed".
The title can be changed to something easy to understand.
Check the account information to be linked.
Keep the action as it is and proceed to the next step.

Trigger Activation Interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The selection of activation intervals varies depending on the plan.

Test and save if Misoca's invoice information is reflected in the output.
Next, click "Add Record".
Check the account information to be linked here as well.
Keep the action as it is, link the database, and proceed to the next step.
Select the table range so that all headers set in the spreadsheet are included.

Set the values for the records to be added.
Since we created headers in the spreadsheet earlier, incorporate outputs that match them.
Select the output as follows.

No. is used for counting, so it can remain blank.
Select the output in the same way.

Set the remaining items.

Once the selection is complete, test it.
Check Google Sheets.

It was successfully reflected!
Finally, turn on the app trigger to complete.
Thank you for your hard work.
Even I, who am not familiar with programming, was able to proceed easily.
Here is the flowbot used this time ↓

Other Automation Examples Using Misoca and Google Sheets

1. You can create Misoca invoices using the information registered in the Yoom database.
When creating invoices manually, there is a possibility of input errors such as client names or amounts.
By using this automation, you can help prevent such human errors.

2. You can create a Misoca estimate using kintone's record information.
This flowbot is recommended for those who have a large number of clients or need to create multiple estimates in a day.

3. Based on the information entered in Yoom's input form, a client in Misoca can be created.
It is necessary to share the input form with the client, but since there is an approval flow, duplicate registration of clients can be prevented.

Summary

This time, we introduced a flowbot for "Adding to Google Sheets when the invoice status in Misoca becomes billed."
By integrating Misoca with Google Sheets, centralized management of billing data is achieved, making it easier to share information among team members.
Especially by utilizing the no-code tool Yoom, you can easily create automation flows like this without any specialized knowledge.
Please refer to this article and try integrating Misoca with Google Sheets.
You can register for Yoom for free from here. →Get Started