When a row is added to Google Sheets, register the client in Misoca.

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■Overview

This is a flow to register a client in Misoca when a row is added to a Google Spreadsheet.

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■Recommended for

1. Those who use Google Spreadsheets for management tasks

・Sales teams utilizing Google Spreadsheets for client registration

・Team members using Google Spreadsheets for collaborative editing

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2. Those responsible for billing tasks in Misoca

・Accountants manually registering clients

・Those who want to automate client registration in Misoca

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■Benefits of using this template

If you manage clients with both Google Spreadsheets and Misoca, you might find manual registration tasks cumbersome.
Additionally, manual registration tasks can lead to human errors such as incorrect entries or omissions.

This template allows for automatic registration in Misoca when a client is registered in Google Spreadsheets.
Since client registration in Misoca is automated, manual tasks are reduced, enabling more efficient operations.

Even when dealing with many clients, maintaining data consistency between both tools allows for accurate task execution.

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■Notes

・Please integrate both Google Spreadsheets and Misoca with Yoom.

・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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Templates using

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Misoca

Yoom allows you to integrate with Misoca's API without any code, enabling the automation of various tasks. You can automate invoice creation in Misoca or automatically register sales information in accounting software like freee when an invoice is created in Misoca. Additionally, it is possible to synchronize invoice and quotation information created in Misoca with Yoom's database for centralized management.

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