How to create a quote in Misoca from Salesforce by integrating Salesforce with Misoca

Step 1: Connect Salesforce and Misoca with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".

(2) From the list of new connections in My Apps, click Salesforce.
(3) On the Salesforce login screen, enter your "Username" and "Password" and click Login.
※ Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be careful.
Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

(5) Next, connect Misoca. Similarly, click Misoca from the list of new connections in Yoom.
(6) Log in with your ID on the Misoca login screen.

Once the connection is complete, Salesforce and Misoca will be registered in My Apps in Yoom.

This completes the My Apps registration.
Next, let's set up triggers using templates!

Step 2: Use Chrome Extension Trigger to Launch from Custom Object Records

(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.

Click on "Launch from Custom Object Record" in the Chrome Extension Trigger.

(2) From the "Select Integration Account and Action for App Launched by Extension" screen, you can directly launch the trigger from Salesforce using the Chrome Extension trigger.
For instructions on setting up the trigger using the Chrome Extension, please refer to the following site.

How to set up a trigger using the Chrome Extension

Scroll down, verify that there are no errors in the account information linked with Salesforce, keep the action as "Launch from Custom Object Record" when launching from the extension, and click "Next".

(3) From the "API Connection Settings for App Launched by Extension" screen, check the red line and enter the My Domain URL, Custom Object API Reference Name, and Launch Page URL Sample.

Once the input is complete, click "Test", and if no errors occur, click "Save" at the bottom.

Step 3: Integrate with Misoca to Obtain the Destination ID Linked to the Account

(1) Next, integrate with Misoca to obtain the destination ID linked to the account.
Click "Obtain Destination ID Linked to Specific Account".

(2) From the Misoca "Select Integration Account and Action" screen, verify that there are no errors in the account information linked with Misoca, keep the action as "Obtain Destination ID Linked to Specific Account", and click "Next".

(3) From the "API Connection Settings" screen, select the Account ID from the output.
By selecting from the output, you can reference Salesforce information.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save".

Step 4: Integrate with Misoca to Create a Quotation

(1) Next, integrate with Misoca to create a quotation.
Click "Create Quotation".

(2) From the Misoca "Select Integration Account and Action" screen, verify that there are no errors in the account information linked with Misoca, keep the action as "Create Quotation", and click "Next".

(3) From the "API Connection Settings" screen, select the required fields of Issue Date, Destination ID, and Quotation Content from the output.
Other fields are not required. Please fill in the necessary sections.
Also, by selecting the expiration date from the date as shown in the image below, you can save the trouble of changing the date.

Once the input is complete, click "Test" at the bottom, and if no errors occur, click "Save".
(4) Finally, click "Turn ON Trigger".

This completes the Flowbot for "Creating a Quotation in Misoca from Salesforce".

Other Automation Examples Using Salesforce and Misoca

At Yoom, we have other examples of automation using Salesforce and Misoca, which we would like to introduce to you.

1. Create an Invoice in Misoca from Salesforce

By utilizing this flow, you can create an invoice in Misoca with a single click based on information from Salesforce. This will save the time and effort of manually creating invoices, making it especially recommended for sales and accounting personnel.

2. Add a Business Partner from Salesforce to Misoca

By utilizing this flow, you can add a business partner from Salesforce to Misoca with just one click. This is expected to improve the speed of operations. Additionally, by reducing manual input, you can decrease the risk of human error. This flow is recommended for those who want to efficiently manage information.

3. Notify a Microsoft Teams channel when a new quote is created in Misoca

By integrating Misoca with Microsoft Teams, a notification is automatically sent to Microsoft Teams when a quote is created in Misoca. This eliminates the need for manual notifications and allows for smooth information sharing with the responsible parties. Additionally, you can set notification members and channels, enabling flexible responses.

Additionally, if you want to check templates using Salesforce or Misoca, please visit the following sites.

List of Flowbot Templates Using Salesforce

List of Flowbot Templates Using Misoca

Summary

By integrating Salesforce and Misoca, it seems that the efficiency of creating estimates can be improved!
It will support sales activities in various aspects, such as reducing input errors, centralizing processes, and the convenience unique to cloud services. As a result, sales representatives are expected to be freed from cumbersome tasks and focus on customer interactions and strategic activities.
For those aiming to improve business efficiency and accuracy, the integration of Salesforce and Misoca can be considered a very valuable solution.
Please consider implementing it on this occasion.