Integrate Notion with Misoca to automatically create quotes in Misoca based on Notion data by utilizing a Chrome extension trigger.

Step 1: Register Notion and Misoca as My Apps

Please register Notion and Misoca as My Apps to connect them to Yoom.
By registering them as My Apps in advance, you can easily set up automation.

First, register Notion as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

A search bar and app list will be displayed, so use either to select Notion.

The following screen will be displayed, so click "Select Page".

When the following screen is displayed, check the page you want to allow access to.
After checking, click "Allow Access".

Next, register Misoca as a My App.
Search for Misoca in the search bar or find it in the list, just like before.
The following screen will be displayed, so log in to Misoca.

Once both My App registrations are complete, Notion and Misoca will be displayed.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, please do so on the following page.
To set up the Yoom Flowbot from the extension while the Notion web page is open, click "Launch from Record Detail Page".

Step 3: Setting the Notion Trigger as the Starting Point of the Flow and the Subsequent Misoca Operation

The following screen will be displayed, so please check the setup method.
Check the detailed setup method for the Chrome extension from here.
If you haven't installed the Chrome extension, please do so from here.

When the following screen is displayed, check the settings.

• "Title" → Editable
• "Account information linked with Notion" → Check for discrepancies in the account
• "Action when launching from the extension" → Launch from a specific page
  

Check the following setup method.

Scroll and set the "Launch Page URL Sample".
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Next, set up to retrieve Notion records by clicking "Retrieve Records (ID Search)".
The following screen will be displayed, so please check the settings.

• "Title" → Editable
• "Account information linked with Notion" → Check for discrepancies in the account
• "Execution Action" → Retrieve Records (ID Search)
  

Scroll and set up "Database Integration".
Check the description and set the database ID.

When the following screen is displayed, set the "Conditions for the Record You Want to Retrieve".
Use the output from "Launch from a Specific Page" and set it as follows.
The output can be displayed by clicking the arrow in the red frame.
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Next, set up Misoca by clicking "Retrieve Destination ID Linked to a Specific Client".
The following screen will be displayed, so please check the settings.

• "Title" → Editable
• "Account information linked with Misoca" → Check for discrepancies in the account
• "Action" → Retrieve Destination ID Linked to a Specific Client
  

When the following screen is displayed, set the "Client ID".
The items set in Notion will be displayed as output.
* When setting, please use the table view.
Utilize the Notion output to select the client ID.
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Next, set up to create a quotation in Misoca by clicking "Create Quotation".
The following screen will be displayed, so please check the settings.

• "Title" → Editable
• "Account information linked with Misoca" → Check for discrepancies in the account
• "Action" → Create Quotation
  

Please check the following precautions.

Scroll and set up.
Select "Destination ID" from "Retrieve Destination ID Linked to a Specific Client".
* If there are multiple destinations, it is possible to use the operation of converting data to split the 'list-type output into individual outputs' and set only the destination ID you want to send by splitting the target destination ID individually.

There are other items that need to be set, so please use the Notion output to set them.
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Step 4: Turn ON the Trigger Button and Check the Integration Operation between Notion and Misoca

Finally, click "Turn ON Trigger" to complete the automation setup.
Check if the Flowbot starts up correctly.

Here is the template used this time.

Other Examples of Automation Using Notion and Misoca

1. This is a flow to automatically create invoices in Misoca from Notion.
In addition to creating estimates, invoices can also be automatically generated.
This reduces human error and is expected to improve work efficiency.

2. This is a flow to automatically add clients from Notion to Misoca.
By automatically synchronizing client information registered in Notion with Misoca, manual data entry is no longer necessary.
This helps prevent human errors such as mistakes or omissions during client registration.

3. This is a flow where an invoice is automatically created in Misoca and sent via Outlook when the status is updated in Notion.
By integrating not only Notion and Misoca but also Outlook, invoices can be sent automatically.
This reduces manual work significantly, allowing you to greatly shorten your working time.

Summary

By automating the creation of estimates, you can reduce working hours and prevent human errors.
This allows you to easily create estimates without launching an application, simplifying the work process.
Additionally, it eliminates the need to manually create estimates, preventing omissions and delays.

Automation using Yoom is easy for anyone to operate without any complicated settings.
Incorporate the template introduced this time into your business to streamline the estimate creation flow.