How to integrate Salesforce with Misoca to add a client from Salesforce to Misoca

Salesforce is a convenient tool that centralizes customer information management and streamlines sales and support operations. It allows for consistent management from lead tracking to follow-up. However, if you need to manually add account data from Salesforce to Misoca, it can complicate operations. This article explains the benefits of integrating Salesforce with Misoca and how to set it up. This article is recommended for those who: - Use Salesforce and Misoca and want to reduce the hassle of information integration. - Want to integrate Salesforce and Misoca to facilitate smooth information sharing between departments. - Are responsible for quickly sharing the latest account information between sales and accounting departments. Benefits and Examples of Integrating Salesforce and Misoca Benefit 1: Reducing Workload for Staff Automatically adding account information from Salesforce to Misoca eliminates the burden of manual data entry. Re-entering information such as company names, addresses, and contacts into Misoca, an invoice issuing system, can be a significant burden during busy billing periods like the end and beginning of the month. Automation allows staff to focus on other important tasks like customer follow-up and report creation. It also enables time to be spent on analyzing past billing data and checking billing status for each customer, which can improve the quality of work. Benefit 2: Smooth Information Sharing Integrating Salesforce and Misoca automatically synchronizes account information. Previously, after registering new account information in Salesforce, the sales department had to communicate it to other departments via email or verbally, and staff had to re-enter it into Misoca. This process could cause delays and input errors, hindering inter-departmental information sharing. Integration eliminates the need for this communication and re-entry process. With automation, when sales staff register account information in Salesforce, it is automatically reflected in Misoca, allowing the accounting department to always access the latest account information. This prevents work delays due to communication lags and improves overall organizational efficiency. Benefit 3: Streamlining Invoice Creation The automatic integration of account information between Salesforce and Misoca streamlines the invoice creation process. Traditionally, when creating invoices, it was necessary to confirm that the required account information was up-to-date and accurate, and if not, verify it with sales staff. By leveraging app integration, Misoca automatically reflects the latest account information, reducing the effort needed for information verification during invoice creation. This is particularly beneficial for small accounting teams that need to handle a large volume of billing tasks in a short period. By using the synchronized account information from Salesforce directly in Misoca, time savings can be expected. As a result, the automated process prevents errors and allows for smooth billing operations, reducing the workload for companies with many accounts. This article will proceed with integration using Yoom. If you haven't used it yet, please check out "First Time with Yoom." Now, let's explain how to use the no-code tool Yoom to add accounts from Salesforce to Misoca. [What is Yoom] How to Create a Salesforce and Misoca Integration Flow It is possible to achieve this by using a Chrome extension to receive account objects from Salesforce via the Salesforce API and add them to Misoca using the API provided by Misoca. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The integration flow is broadly created through the following processes.

Register My Apps with Salesforce and Misoca
Set triggers using the Chrome extension in Salesforce
Set up to add business partners in Misoca
Testing and verification

Step 1: My App Integration with Salesforce and Misoca

First, log in to your Yoom account.
If you do not have an account, please create one on the Yoom account issuance page.

1. Click on My Apps and then click on New Connection.

2. You can search by app name from the input field.
This time, search for and register Salesforce and Misoca respectively.

Salesforce My App Registration

Let's start by registering from Salesforce.

Please note that 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 aware.
Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. You can use restricted apps during the free trial.

When you enter Salesforce in the input field, the Salesforce icon will be displayed, so click the icon.

1. The Salesforce login screen will be displayed. Please log in with the account you want to link.
For detailed instructions on registering My Apps in Salesforce, please refer to the following link.
How to Register My Apps in Salesforce
Click "Add" to complete the Salesforce My App registration.

Misoca My App Registration

Similarly, search for Misoca and click the icon.

1. The following screen will be displayed.
Please log in with the ID you want to link.

This concludes the My App registration for Salesforce and Misoca.

When the My App registration is successful, the following screen will be displayed.
Please check if the icons for Salesforce and Misoca are displayed on the My Apps screen.

For more detailed information about Yoom, please check the Yoom Help Center.

Template Selection and Storage Preparation

Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting Triggers Using Chrome Extension in Salesforce

1. First, click on "Launch from Account Object Record" at the top.

2. This time, we will use the Chrome extension.
For instructions on setting triggers using the Chrome extension, please refer to here.
The Chrome extension can be installed from here.

3. You can set the title freely.
Enter the account information to integrate with Salesforce.
For the action when launching from the extension, select "Launch from Account Object Record".
Once you have finished entering, click "Next".

4. Enter My Domain URL and Sample URL for Launch Page.
Once you have finished entering, click "Test" and if there are no issues, click "Save".

Step 3: Setting to Add Accounts in Misoca

1. Finally, click the "Create Account" icon.

2. Enter the account information to integrate with Misoca.
For the action, select "Create Account".
Once you have finished entering, click "Next".

3. Set each item.
Account Name is a required field, so be sure to enter it.
When you click on the input field for each item, the output obtained earlier will be displayed, so please use it as needed.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

4. This completes the flow of [Adding Accounts from Salesforce to Misoca].

Step 4: Testing and Verification

Once the setup is complete, the following screen will be displayed.
Click the "Turn ON Trigger" button to activate the flow bot.

With Yoom, you can easily start using it without any code.
Please try this convenient flow from the link below.

Other Automation Examples Using Misoca

There are many other examples of automation using Misoca on Yoom, so here are a few introductions.

1. This is a flow to register a client in Misoca when a row is added to a Google Spreadsheet.
By using this template, you can automatically register a client in Misoca when it is registered in a Google Spreadsheet.
Automating the tedious registration process allows you to allocate more time to other tasks.

2. This is the flow to add a client from Notion to Misoca.
‍By automating the flow of adding a client from Notion to Misoca, centralized management of client information becomes easier, and operational efficiency can be expected to improve.
This will help maintain data consistency and enable high-accuracy information management.

3. This is a flow where a message is sent to a Slack channel when a new invoice is created in Misoca.
By using this template, a notification is automatically sent to a specified Slack channel whenever a new invoice is created in Misoca.
This allows the person in charge or the entire team to understand the status of invoice creation, making it easier to check progress and prevent any oversights.

Summary

By integrating Salesforce with Misoca, it is now possible to automatically register clients from Salesforce to Misoca.
This reduces the effort required for data management, making information integration between systems more seamless and improving the efficiency of the staff.
Even without programming skills, anyone can easily start automation using Yoom.
By utilizing templates, repetitive tasks that were done manually can be automated in a short time.
Why not simplify your daily tasks by leveraging Yoom?