How to integrate Notion with Misoca and add clients from Notion to Misoca

When registering client data managed in Notion to Misoca, it is crucial to proceed without errors to ensure correct payments. Therefore, it can be said that this is an input task that should be carried out carefully. However, if you carefully check each client data while entering it, it will likely take a considerable amount of time. Moreover, you might find it cumbersome. Therefore, this time, we will introduce a method of automatically transferring client data using a Chrome extension by linking Notion with Misoca. By implementing app integration and automation, you can expect to improve work efficiency. Please take advantage of this opportunity. Recommended for: - Companies using Notion data as clients in Misoca - Individuals manually registering Notion data in Misoca - Those who want to prevent registration errors during data transfer - Those who want to introduce automation to eliminate input tasks Benefits and Examples of Linking Notion and Misoca Benefit 1: Improved Work Efficiency by Reducing Manual Input By implementing this integration, you can automatically register Notion data as client data in Misoca. This time, we will use a Chrome extension. Since you can use the Chrome extension from a specific page in Notion, the registration task is completed with just a click. This should significantly improve work efficiency. For example, until now, you had to access Notion, copy an item from the relevant page, and then access Misoca to paste it, repeating this process multiple times. By linking Notion and Misoca and using the Chrome extension, this series of flows can be automated, which can be expected to improve work efficiency. Benefit 2: Maintaining Data Accuracy by Preventing Human Errors When transferring Notion data to Misoca, there is a possibility that correct data cannot be registered due to human errors. However, by performing this integration, it may prevent transcription errors caused by human errors. For example, if the Notion data that has been checked multiple times to ensure there are no mistakes is registered as it is in Misoca, unlike manual transcription, the chances of human errors occurring are reduced. Therefore, it can be said that there is a prospect of avoiding transcription errors. This may increase the accuracy of the data. Benefit 3: Reducing Workload by Reusing Data This integration should make it easier to reuse sales or customer data managed in Notion as client data. For example, by linking a page registered as customer data by a sales representative with Misoca and using the Chrome extension from that page, customer data can be reused as client data. As a result, there is no need to create separate client data, which may lead to a reduction in clerical work. Consequently, it may also reduce the workload. Now, let's explain how to "add clients from Notion to Misoca" using the no-code tool Yoom. [What is Yoom] Adding Clients from Notion to Misoca You can activate the Chrome extension's API with just a click from a Notion page and receive the client data stored in Notion. After that, you can automatically register the client data using the API provided by Misoca. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, you can easily achieve it without programming knowledge. The integration flow this time is broadly divided into the following processes: - Link Notion and Misoca with My App - Set up the Chrome extension - Set up to retrieve Notion data and register it as client data in Misoca - Turn on the trigger button and check the linkage operation between Notion and Misoca First, let's register with Yoom. Yoom offers a two-week trial, allowing you to actually operate and check the usability.

Step 1: Connect Notion and Misoca to My Apps

After completing the registration for Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Connecting Notion and Yoom

1. Prepare Notion
Before connecting Notion and Yoom, you need to prepare Notion at this stage.

<span class="mark-yellow"></span>The data that can be registered in Misoca is as follows<span class="mark-yellow"></span>

Client Name/Required Field
Client Name Furigana
Honorific
Consumption Tax
Email Subject (Quotation)
Email Subject (Delivery Note)
Email Subject (Invoice)

This time, it was created for testing as follows.

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2. Search

Search for Notion and click the Notion icon.

3. Access Request

As shown in the image, a display about the access request will appear.
Check it and click "Select Page".

4. Select Page

The pages already created in Notion will be displayed.
Select the page you prepared earlier and press "Allow Access".‍

5. Connection Complete

Return to the Yoom screen, and if the above display appears, the connection is complete.

Connecting Misoca and Yoom

1. Search

Select the Misoca icon.

2. Log In

3. Connection Complete

If the above display appears, the connection is complete.

Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "See Details" on the top banner
2. Click "Try this Template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register

※ If you have already registered, the login screen will be displayed, so please log in.

When the Flowbot template is copied to "My Projects", the above display will appear.

You will transition to a page like the image, so let's proceed with detailed settings.

Step 3: Setting Up the Chrome Extension

1. Open My Projects

Open "My Projects" from the menu on the left side of the screen.

2. Open the copied template
‍Click "【Copy】Add a Client from Notion to Misoca".

3. Chrome Extension Trigger

Select "Launch from a Specific Page" from the Chrome extension icon.‍

4. Install the Chrome Extension

Please proceed with the installation of the Yoom Chrome extension.
For more details, please check How to Set Up Triggers Using the Chrome Extension.
Once the installation of the Chrome extension is complete, press Next.

5. Enter a Sample URL for the Launch Page

To launch the Chrome extension from a Notion page, enter the Notion page URL.
For more details, please check How to Confirm Sample URLs When Using Notion.‍

6. Execute the Test

Press the test button, and if "Test Successful" is displayed in blue, press Save.

Step 4: Set Up to Retrieve Notion Data and Register Client Data in Misoca

1. Operate the Database

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Select "Retrieve Records (ID Search)" from the Notion icon.
Scroll down.

2. Set Up the Database

Set up which database to link with.
Click the box.

A list of linked Notion databases will be displayed as shown in the image.
Click the database you want to use to insert it.
Once inserted, press Next.

3. Set Conditions for the Records You Want to Retrieve

Click the box on the far right.

Select the red frame.

Click Page ID.‍

3. Execute the Test

Once the settings are configured as shown in the image, press the test button, confirm that "Test Successful" is displayed in blue, and press Save.

Continue with the settings to register in Misoca.

4. Register

Select "Create Client" from the Misoca icon.
Click Next.

5. Set Up the Content

Enter the required fields, but since you are using a template, there is no need to enter them.

6. Execute the Test

Press the test button, and if "Test Successful" is displayed in blue, press Save.

7. Turn ON the Trigger

When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON.
Then access Notion and select Yoom from the Chrome extension button at the top right.

The title of the created Flowbot will be displayed. Clicking it will launch the Flowbot.

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Flowbot template used this time

Add a Client from Notion to Misoca

Other Automation Examples Using Notion and Misoca

Yoom has other examples of automation using Notion and Misoca, so here are a few introductions.

1. Create an invoice in Misoca and send it via Outlook when the status is updated in Notion

By creating a status property, you can set up automation triggered by status changes.

2. Add a Client from HubSpot to Misoca

If you are utilizing HubSpot, this integration is also recommended. By connecting the tools you are using, you should be able to improve work efficiency.

3. When a new invoice is created in Misoca, send a message to a Slack channel

Once an invoice is created, a message will be automatically sent to Slack. Please use this feature for sharing with your team members.

Summary

By utilizing the Chrome extension to integrate Notion and Misoca, it is expected that the workload can be reduced compared to the days of manually entering data. Additionally, an improvement in work efficiency can be anticipated, potentially allowing tasks to be completed more quickly.
Furthermore, by utilizing the Chrome extension, the flow bot operates with just a click. Since tasks are completed smoothly, it can be considered a highly practical automation.
Why not take this opportunity to use the template and introduce automation?