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Don't you want to make the invoice issuance process more efficient?
The flow we introduce this time allows you to create an invoice with one click from a Notion page and send it via email.
By incorporating this automation, you should be able to reduce manual errors and significantly lighten the workload.
This is especially useful for those who want to reduce the burden of invoice processing and require accurate processing.
It's easy to set up without any coding, so please give it a try!
In this article, we introduce how to integrate using the no-code tool "Yoom".
No complicated settings or operations are required, and even non-engineers can easily achieve this.
You can start immediately with the template below, so please give it a try!
■Overview
This is a flow to create invoices and send emails using information from a Notion database.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register detailed billing information in the database
・Those who register information about client companies
2. Those utilizing Google Sheets for business
・Those who use it to create templates for forms
■Benefits of using this template
Notion is a tool that can be used for centralized management of all information related to transactions.
However, manually entering information registered in Notion to create forms may lead to human errors.
This flow is suitable for those who want to create forms with accurate information and gain trust from client companies.
By utilizing this flow, you can automatically add information from Notion to a Google Sheets template to create invoices and send them via email.
Since the form is created using the referenced information, it avoids human errors from manual work and maintains the accuracy of the information.
You can quickly issue forms with accurate content, leading to improved customer satisfaction.
■Notes
・Please link both Notion and Google Sheets with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
[About Yoom]
This time, we will introduce how to set up a template for "Creating an invoice using Notion database information and sending it via email."
By using the template, you don't need to set up automation from scratch, which is convenient.
You can set it up in the following 4 steps.
If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.
Please connect Notion and Google Sheets to Yoom by registering them as My Apps.
Registering My Apps first makes automation setup easy.
First, let's register Notion as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Notion from the app list or search by "App Name".
When the following screen is displayed, click "Select Page".
Next, when the following screen is displayed, check the page you want to allow access to and click "Allow Access".
Next, since Google Sheets will be used to create invoices, register Google Sheets as My App.
Select Google Sheets in the same way as before.
When the following screen is displayed, please log in to Google Sheets.
If Notion and Google Sheets are displayed in My Apps, registration is complete.
To set up automation, click "Try it" on the banner below.
■Overview
This is a flow to create invoices and send emails using information from a Notion database.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register detailed billing information in the database
・Those who register information about client companies
2. Those utilizing Google Sheets for business
・Those who use it to create templates for forms
■Benefits of using this template
Notion is a tool that can be used for centralized management of all information related to transactions.
However, manually entering information registered in Notion to create forms may lead to human errors.
This flow is suitable for those who want to create forms with accurate information and gain trust from client companies.
By utilizing this flow, you can automatically add information from Notion to a Google Sheets template to create invoices and send them via email.
Since the form is created using the referenced information, it avoids human errors from manual work and maintains the accuracy of the information.
You can quickly issue forms with accurate content, leading to improved customer satisfaction.
■Notes
・Please link both Notion and Google Sheets with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
Read the following screen display and click "OK".
The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, do so on the following page.
First, select and launch the page on the database, so click "Select and launch the page on the database".
When the following screen is displayed, check the setup method.
To use the Chrome extension trigger, please check here.
If you have not installed the Chrome extension, please install it from here.
* By using triggers with the Chrome extension, you can directly activate triggers from Notion.
When the following screen is displayed, check the settings.
Check the following setup method.
Scroll and set the "Sample URL of the launch page".
After setting, click "Test" → "Test Successful" → "Save".
Next, to set up retrieving records in Notion, click "Retrieve Records (ID Search)".
The following screen will be displayed, so check the settings.
Scroll and set the "Database ID".
For testing purposes, please register billing information in Notion.
When the following screen is displayed, set the "Conditions for the record you want to retrieve".
Use the output of "Select and launch the page on the database" and set it as follows.
Click the arrow in the red frame to select the output.
After setting, click "Test" → "Test Successful" → "Save".
Next, to set up issuing documents with Google Sheets, click "Issue Document".
The following screen will be displayed, so check the settings.
Scroll and set the "Spreadsheet File ID".
Refer to here for the template document setup method.
Next, set the "Issued Document".
When the following screen is displayed, check the setup method.
Scroll to display the "String to be Replaced" and set the "String after Replacement".
Set the "String after Replacement" using Notion's output.
Set the string that matches the item.
After setting, click "Test" → "Test Successful" → "Save".
Next, to set up sending emails, click "Send Email".
The following screen will be displayed, so check the "Title" and change it if you want to.
Scroll and set the "Email Content".
"To" → Set optionally
Set using Notion's output.
Next, set the "Subject", "Body", and "Attachments".
The body is convenient to set using Notion's output.
When the following screen is displayed, check the "Email Sending Content".
After confirming, click "Test" → "Test Successful" → "Save".
Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flowbot starts correctly.
Here is the template used this time.
■Overview
This is a flow to create invoices and send emails using information from a Notion database.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register detailed billing information in the database
・Those who register information about client companies
2. Those utilizing Google Sheets for business
・Those who use it to create templates for forms
■Benefits of using this template
Notion is a tool that can be used for centralized management of all information related to transactions.
However, manually entering information registered in Notion to create forms may lead to human errors.
This flow is suitable for those who want to create forms with accurate information and gain trust from client companies.
By utilizing this flow, you can automatically add information from Notion to a Google Sheets template to create invoices and send them via email.
Since the form is created using the referenced information, it avoids human errors from manual work and maintains the accuracy of the information.
You can quickly issue forms with accurate content, leading to improved customer satisfaction.
■Notes
・Please link both Notion and Google Sheets with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Notion and Google Sheets.
If you find something interesting, please give it a try!
You can create invoices in Google Sheets based on information from Notion databases and then send them via Gmail or Outlook.
Additionally, it is possible to set up an integration that adds information to Google Sheets when new data is added to a Notion database.
■Overview
This is a flow to create invoices using information from a Notion database and send emails via Gmail.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register information of client companies
・Those who register detailed billing information in the database
2. Those who use Gmail as their main communication tool
・Those who use it as a means of communication and information transmission with client companies
■Benefits of using this template
By using Notion as a customer management tool, you can centrally manage information and facilitate business progress.
However, manually entering information registered in Notion to create forms hinders business efficiency.
This flow is suitable for those who want to reduce the hassle and time involved in form creation.
By utilizing this flow, you can automatically create invoices using a Google Sheets template based on the information registered in Notion and send them via email.
Automating invoice-related tasks facilitates smooth business progress for the entire team.
Additionally, completing invoice dispatch quickly can lead to improved customer satisfaction.
■Notes
・Please integrate Notion, Google Sheets, and Gmail with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
■Overview
This is a flow to create invoices using information from a Notion database and send emails via Outlook.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register detailed billing information in the database
・Those who register information about client companies
2. Companies using Outlook as their main communication tool
・Those who use it as a means of communication with client companies
■Benefits of using this template
Notion is a tool that can manage not only data related to customers but also detailed information about invoices.
However, manually entering the information registered in Notion every time to create invoices and sending them via email can be time-consuming and may lead to decreased customer satisfaction.
This flow is suitable for those who want to build a good relationship with client companies through prompt invoice issuance.
By utilizing this flow, you can automatically add information from Notion to a Google Sheets template to create invoices and send them via email.
Automating the series of tasks related to invoices can significantly reduce manual work and improve operational efficiency.
By providing quick customer responses, you can lead to improved customer satisfaction.
■Notes
・Please integrate Notion, Google Sheets, and Outlook with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
■Overview
This is a flow where information is added to a Google Spreadsheet whenever information is added to any Notion database.
■Notes
・It is necessary to set up account information for integration in the operation of each app.
Add Meeting Transcription Data to Notion After a Web Meeting Ends
Automatically add meeting transcription data to Notion after a meeting ends on Google Meet or Zoom.
◼️Overview
After a meeting ends on Zoom, the meeting content is automatically transcribed and the transcription data is saved to Notion.
Please change the settings of each action as needed.
◼️Notes
・It is necessary to link accounts with both Zoom and Notion through Yoom.
・Please note that if a meeting is not recorded, it will result in an error.
・AI operations are only available with the Team Plan and Success Plan. For the Free Plan and Mini Plan, the operation of the set flowbot will result in an error, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Notify chat tools when information is registered in Notion
Automatically notify Slack, Discord, etc., when information is registered in the Notion database.
■Overview
This is a workflow that notifies Google Chat when new information is added to any Notion database.
The trigger is activated by registration or update in the Notion database, allowing you to create advanced flows that branch routes for registration and updates using creation and update dates.
■Notes
・Please integrate Notion and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
■Overview
When a page is created or updated in Notion, a notification will be sent to the specified Slack channel.
You can specify any Slack channel as the notification destination.
■Setup Instructions
・Connect Notion and Slack with Yoom. (My App Integration)
・Set up the relevant Notion database, etc., with the trigger "When a page is created or updated" in Notion.
・In Slack's "Notify Slack" operation, set the destination channel and message content based on the page information obtained from Notion.
・Once the setup is complete, when a page is created or updated in Notion, the flow bot will be activated and a notification will be sent to the corresponding Slack channel.
■Notes
・It is necessary to set up account information for integration in each app's operation.
・Please replace the Slack channel ID for the posting destination with any desired value.
■Overview
This is a flow that notifies Discord of new records posted in Notion.
By integrating Notion and Discord, you can stay updated and prevent any information sharing omissions without having to manually create and send messages by accessing Discord.
■Notes
・Please integrate both Notion and Discord with Yoom.
・Feel free to replace the Discord notification destination and message content with any desired values.
Add responses submitted to the form to Notion
Automatically add content submitted via Google Forms, etc., to Notion.
■Overview
When a response is submitted via Google Forms, the response content is automatically registered in the Notion database.
It can be used for various purposes such as surveys and inquiry forms.
■Setup Instructions
・Connect both Google Forms and Notion apps with Yoom. (My App Connections)
・Set the form ID with the trigger "When a response is submitted to the form" and run a test.
・Once the test is successful, you can retrieve the form response information. Select the information you want to retrieve from the response information using the [+] button and store it in the output.
・In Notion's "Store form responses" operation, set the target database and property information based on the response content obtained from Google Forms.
■Notes
・Google Forms and Notion account integration is required.
・Please adjust the question content in Google Forms and the column settings in the Notion database as needed.
Register Survey Results Received via Email into Google Sheets
Automatically register survey results received via Gmail or Outlook into Google Sheets.
Add lead information to the customer management app when a row is added in Google Sheets
When lead information is added to Google Sheets, it will be automatically added to platforms like Salesforce or HubSpot.
■Overview
This is a flow that adds a record to Salesforce when a row is added in Google Sheets.
■Recommended for
1. Those who use Google Sheets for business
・Office workers who manage shared data and share information
・Sales assistants who share sheets with client companies and exchange information
2. Companies that manage deals with Salesforce
・Those who register and share the status of each project with their team
・Executives or sales managers who oversee all internal projects
■Benefits of using this template
Google Sheets allows for smooth accumulation and sharing of information, which helps facilitate business operations.
However, manually entering information from Google Sheets into Salesforce takes time away from tasks that should be prioritized.
This flow is effective for those who want to register information between different apps without spending much time.
By referencing the registration content in Google Sheets, you can also register it in Salesforce, preventing manual errors and saving effort.
■Notes
・Please integrate both Google Sheets and Salesforce with Yoom.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview
This is a flow that creates a contact in HubSpot when a row is added to a Google Spreadsheet.
■Recommended for
1. Those who use Google Spreadsheets for managing customer information
・Those who manage seminar or training participants using Google Spreadsheets
・Those who integrate data collected in Google Spreadsheets with other tools
2. Those who use HubSpot to advance their business operations
・Those who centrally manage customer information in HubSpot
・Those who want to streamline data entry into HubSpot
■Benefits of using this template
HubSpot is a cloud-based CRM platform that helps with centralized management of customer and transaction information.
However, creating contact information in HubSpot involves many input fields, making manual entry time-consuming and labor-intensive.
This flow is suitable for those who want to efficiently create contacts in HubSpot.
When customer information is added to a Google Spreadsheet, this flow can automate the creation of contacts in HubSpot, streamlining manual tasks.
Since data synchronization between tools is possible, even if different departments use separate tools, seamless data integration can be achieved.
■Notes
・Please integrate both Google Spreadsheets and HubSpot with Yoom.
・You can select trigger intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that adds a row to a Google Spreadsheet and then adds it to a SendGrid contact list.
■Recommended for
1. Those who want to improve work efficiency using Google Spreadsheets
・Those who manage lead information using Google Spreadsheets
2. Those who want to streamline email distribution using SendGrid
・Those who find it cumbersome to add information to the contact list each time
・Email marketers who want to easily manage new contact lists
■Benefits of using this template
The benefits of using this flow include the following:
Firstly, by integrating with Google Spreadsheets, information is automatically added to the SendGrid contact list, reducing workload and improving work efficiency.
By automating part of the manual work, you will be able to focus on other important tasks.
Additionally, this automated flow improves the accuracy of email marketing.
It becomes easier to maintain the contact list in an up-to-date state, enabling effective campaigns targeted at your audience, which also contributes to improved conversion rates.
■Notes
・Please integrate both Google Spreadsheets and SendGrid with Yoom.
Create a folder in cloud storage when a row is added in Google Sheets
Automatically create a folder in Google Drive or OneDrive when a row is added in Google Sheets.
■Overview
This is a flow that creates a folder in Box when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who find manual management cumbersome due to frequent data updates and additions
・Those who want to manage data efficiently
2. Those who use Box as a cloud storage service
・Those who want to automate the process of uploading data to Box
・Those who want to save time organizing folders in Box due to complex folder management
■Benefits of using this template
By utilizing this template, a folder is automatically created in Box when a row is added in Google Sheets.
This provides several benefits.
Firstly, it improves work efficiency. By eliminating the need to manually create folders, you can allocate that time to other important tasks.
Next, it enables centralized information management. With folders automatically created in Box, necessary information is consolidated in one place, making access easier.
Additionally, it reduces the risk of human error. Manual folder creation can lead to mistakes such as incorrect folder names or missing folders, but automation helps avoid such risks.
■Notes
・Please connect both Google Sheets and Box with Yoom.
・The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow that creates a folder in Google Drive when a row is added in Google Sheets.
By using Yoom, you can easily connect apps without the need for programming.
■Recommended for
1. Those who manage data using Google Sheets
・Those who manage data with Google Sheets but want to streamline folder management in Google Drive in line with data updates
2. Companies that manage files using Google Drive
・Those who manually create folders corresponding to Google Sheets data each time and find it cumbersome
■Benefits of using this template
By using a flow that automatically creates folders in Google Drive when a row is added in Google Sheets, you can gain various benefits.
Firstly, it eliminates the hassle of manually creating folders, improving work efficiency through automation.
As a result, you can allocate time to other important tasks.
Additionally, since the timing of folder generation becomes consistently accurate, data organization is conducted efficiently.
This allows you to quickly find the necessary files, thereby enhancing the speed of operations.
Furthermore, automation reduces human error, enabling accurate data management.
■Notes
・Please connect both Google Sheets and Google Drive with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This flow creates a folder in OneDrive when a row is added to a Google Spreadsheet.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.
■Recommended for
1. Those who use Google Spreadsheets for business
・Sales representatives who want to centrally manage customer information in Google Spreadsheets and reduce the effort required to store proposal documents and contracts for each customer
・Sales team managers who manage projects by case and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
・HR personnel who want to save data individually for managing information on job applicants and employees
2. Those who use OneDrive for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in OneDrive based on the information added to Google Spreadsheets.
It reduces the effort of manual tasks and prevents human errors such as typos in folder names or forgetting to create folders.
It helps in unifying the storage locations for various documents, forms, contracts, etc., thereby improving file management efficiency.
■Notes
・Please integrate Google Spreadsheets and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
When creating and sending invoices manually, human errors such as incorrect content, amount mistakes, or misdelivery can occur.
To solve this problem, automating the creation and sending of invoices based on Notion database information is effective.
For example, by registering billing details in Notion in advance, monthly billing processes can be carried out smoothly.
This way, you can prevent troubles caused by billing errors and achieve accurate billing operations.
By automating invoice creation and sending, you can reduce the time spent on tasks and lighten the load on the person in charge.
For instance, if the person in charge manually creates invoices from the Notion database, they need to open various tools, which is inefficient.
However, by automating the invoicing process, if you can reduce the time spent on tasks, the person in charge can focus more on projects and customer interactions.
This automation is especially recommended for small and startup companies looking to improve efficiency with limited resources.
Automating invoice creation and sending by combining Notion and email can reduce workload and prevent human errors.
This reduces manual mistakes and allows for accurate billing processes.
As a result, it may lead to increased customer trust and company growth.
Yoom's automation is attractive because it is easy for anyone to use and does not require complex code input.
Try using the template introduced here to help improve work efficiency!
