How to integrate Notion and Misoca to create invoices in Misoca and send them via Gmail by updating the status in Notion

• Integrate Notion, Misoca, and Gmail with My Apps
• Copy the Template
• Detailed Settings for Notion and Misoca
• Turn on the Trigger to Start the Flow

Proceed with the setup following the general process outlined above.
Note that this flow uses branching settings.

<span class="mark-yellow">Branching is a feature (operation) available in plans above the Mini Plan.</span> Please note that if you are on the Free Plan, the operations of the flow bot you set up will result in an error.
Paid plans offer a 2-week free trial. During the free trial, you can use apps and AI features (operations) that are subject to restrictions.

‍[What is Yoom]

‍Step 1: Integrate Notion, Misoca, and Gmail with My Apps

‍First, let's integrate the apps you will use with Yoom. After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

When the "New App Connection" window appears, search for each app and proceed with the input according to the displayed content. Before integrating Notion with My Apps, make sure to create the database that will be used in this flow.

If you create the database later, you will need to reconnect the app. For other app integrations, you only need the login information, so once you've entered it, make sure it appears in the My Apps list.

If Gmail is also displayed similarly, the integration with My Apps is complete.
Click "Try it" from the banner below to copy the template and proceed with the setup!

‍Step 2: Set Up App Trigger in Notion

The initial setting is "When a page in a specific database is created or updated".
On the first page, the account information of Notion, which is already linked with My App, is reflected.

The title can be changed, so let's make it easy to understand by including specific database names, etc. After checking the account information, click "Next". On the next page, set the trigger activation interval and the Notion database settings.

The trigger activation interval varies depending on the Yoom plan.
Set it according to your business needs, then obtain and enter the Notion database ID from the URL. Once the above two items are entered, click "Test" to obtain the output.

If the details are reflected next to the output items as shown in the image above, it is successful.
Once confirmed, click "Save" to complete the app trigger setup.

‍Step 3: Set Up Record Retrieval

Next is the setup for "Retrieve Record (ID Search)".
On the first page, as before, account information and optional title modification are performed.

Scroll down to display the input field for the Notion database ID. Select the appropriate one from the candidates. Click "Next" to confirm the connection.

Next, let's set the conditions for retrieving Notion information.

This setting retrieves records where the Notion record ID equals the "Object ID" output value obtained in the app trigger setup. Click "Test", and if successful, the output can be obtained.

Once confirmed, click "Save".
This completes the setup for record retrieval.

Step 4: Set Up Branching

Next, set up branching in "Command Operation".

The red frame in the image above is related to the branching setup.

<span class="mark-yellow">The output of "Status" obtained in the "Retrieve Record" flow that is "Complete"</span> proceeds to the next setting in the branch.

Once all items are set, click "Save" to complete the branching setup.
Only those that meet the branching conditions will proceed from here.

Step 5: Obtain Destination ID

The next setup is "Obtain Destination ID Linked to a Specific Client".
The first page is the same as Notion.

After modifying the account information and title as desired, proceed to the next step.

Next, enter the output to obtain the destination ID and click "Test".
If the test is successful, the output of the destination list can be obtained.

Once confirmed, click "Save" to complete the destination ID retrieval setup.

Step 6: Set Up Invoice Creation

Next is the setup for "Create Invoice".
The first page involves the usual title modification and account information confirmation, so once set, proceed to the next step. On the next page, perform the detailed settings for the invoice content.

Reflect the obtained output in each item. Select the destination ID from the "Obtain Destination ID Linked to a Specific Client" item, and choose appropriate items from the "Retrieve Record" item for other fields.

Once the invoice details are entered, click "Test".

If the output is correctly obtained, the value is reflected next to the items in the image above.
Once confirmed, click "Save" to complete the invoice creation setup.

Step 7: Set Up Invoice PDF Retrieval

Next is "Retrieve Invoice PDF".
After modifying the title and confirming the account information on the first page, proceed to the next step.

On the next page, select the {{Invoice ID}} obtained in the "Create Invoice" flow and click "Test". If the test is successful and the "Invoice File" output is obtained, the invoice PDF retrieval setup is complete.

Step 8: Set Up Gmail Sending

The final setup is "Send Email". On the first page, there are detailed settings for the email to be sent below the title and account information.

Use the outputs obtained so far to set the recipient and message content.
The red frame in the image above is where the output values are reflected. The text outside the red frame is sent as a template message.

After entering the necessary items, click "Next" and check the screen where the output is reflected to ensure there are no errors in the text, then click "Test". If an email with the output values reflected is received at the specified email address, it is successful.
Once the output is confirmed, click "Save".

This completes all the settings.
Finally, don't forget to turn on the trigger to activate the flow.

The template set up this time is as follows.
It is clear that the invoice creation flow is streamlined.

Other Automation Examples Using Notion and Misoca

Integration of Notion Task Management and Google Calendar

A template that automatically syncs deadlines and schedules of tasks registered in Notion with Google Calendar. This enhances task visibility and makes it easier for the entire team to share schedules. It is ideal for those who want to streamline project management and deadline management.

Automate Quotation Creation & Sending with Notion Data

Utilize Notion data to automatically create quotations in Google Sheets and send them via Gmail with this template. Prevent human errors and streamline the quotation process. Ideal for companies that use Notion and Google Sheets.

Notify the team on Slack after creating an invoice with Misoca

When you create an invoice with Misoca, a notification is automatically sent on Slack, allowing you to share progress with team members in real-time. This improves transparency in billing operations and helps prevent task omissions. Recommended for those aiming to speed up the billing process.

Summary

By integrating Notion and Misoca using Yoom, you can streamline billing operations and reduce manual work, thereby alleviating the overall workload. This system is attractive because it does not require programming knowledge and can be started with simple settings.

Additionally, by establishing a system to centrally manage data and prevent billing omissions, it helps to smooth the flow of the entire project.

First, register for Yoom for free and try the templates. During the two-week free trial period, you will be able to experience the efficiency and organization brought by automation. Why not use Yoom, which anyone can easily start, to solve your business concerns?

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