Create a quotation in Google Docs using information from the Notion database and send it via email.
Create a quotation in Google Docs using information from the Notion database and send it via email.
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Notion &
Google Docs
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■Overview
This is a flow for creating estimates in Google Docs using information from a Notion database and sending emails.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register customer information in a database and accumulate information
・Those who register deal information for each business partner
2. Companies utilizing Google Docs for business
・Those who create templates for forms and utilize them for business
■Benefits of using this template
Notion is a tool that allows for the visualization of information by registering deal information in a database, facilitating smooth information sharing within the team.
However, manually entering information registered in Notion each time an estimate is created and sent may lead to inefficient work practices.
By utilizing this flow, you can automatically add registered information from Notion to a Google Docs estimate template to create estimates and send them via email.
By creating estimates by referencing the registered information in Notion, you can prevent human errors due to manual entry and maintain the accuracy of information.
The time previously spent on creating and sending estimates can be used for other tasks, allowing for smooth business operations.
■Notes
・Please integrate Notion and Google Docs with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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Templates using
Google Docs
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About the apps you use
Notion
Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
see detailsTemplates
When there is a response to a Google Form, this flow adds a record to the Notion database. It saves the effort of manually transferring Google Form responses to the Notion database, leading to significant time savings.
Add a record to Notion when there is a response to the Google Form.
You can add content posted in a specific room on Google Chat to a Notion database. This prevents manual information update omissions, enabling real-time information sharing among teams.
Add content posted in a specific Google Chat room to a Notion database.
You can add content posted in a specific room on Microsoft Teams to a Notion database. Since the posted content can be automatically added to Notion, manual operations in Notion are no longer necessary, allowing for increased work efficiency.
Add content posted in a specific room on Microsoft Teams to a Notion database.
Google Docs
Yoom allows you to utilize the Google Docs API without any coding. By integrating Yoom with Google Docs, you can automatically create PDF documents such as contracts based on templates created in Google Docs and connect the generated documents with various SaaS platforms.
see detailsTemplates
This is a business workflow that automatically adds Google Form responses to Google Docs. It reduces manual transcription, making it easier to organize and share information. It helps shorten work time and prevent errors.
Add Google Form responses to a Google Document
This is a flow for adding content posted in a specific room on Google Chat to a Google Document. By organizing the content added to the Google Document according to business needs, you can efficiently search for the necessary information.
Add content posted in a specific room on Google Chat to a Google Document.
This is a flow for adding content posted in a specific room on Slack to a Google Document. By organizing the information added to the Google Document, it becomes easier to search for information, thereby streamlining information gathering.
Add content posted in a specific room on Slack to a Google Document.
No-Code API Actions
Executable API actions
Flowbot triggers
When a page is created or updated
When a database is created or updated
[Deprecated] When a page in a specific database is created or updated
When receiving a Webhook
When a page is created (Webhook)
When page content is updated (Webhook)
When a page is deleted (Webhook)
When Page Properties are Updated (Webhook)
When a Comment is Created (Webhook)
When a Comment is Updated (Webhook)
When a Comment is Deleted (Webhook)
[Deprecated] When database content is created or updated (Webhook)
When a page in a specific data source is created or updated
When data source content is created or updated (Webhook)
Flowbot operations
Retrieve page information
Create page (deprecated)
Append text to page (deprecated)
Update page property (text property)
Update page property (number property)
Update page property (select property)
Update page property (Multi-select property)
Update page property (Date property)
Update page property (Checkbox property)
Update page property (URL property)
Update page property (Email property)
Update page property (phone property)
Retrieve blocks from a specific page
Retrieve list of users
Update page property (relation property)
Add a sub-item to a specific record
Issue File Upload ID
Upload file
Flowbot triggers
When a page is created or updatedWhen a database is created or updated[Deprecated] When a page in a specific database is created or updatedWhen receiving a WebhookWhen a page is created (Webhook)When page content is updated (Webhook)When a page is deleted (Webhook)When Page Properties are Updated (Webhook)When a Comment is Created (Webhook)When a Comment is Updated (Webhook)When a Comment is Deleted (Webhook)[Deprecated] When database content is created or updated (Webhook)When a page in a specific data source is created or updatedWhen data source content is created or updated (Webhook)
Flowbot operations
Retrieve page informationCreate page (deprecated)Append text to page (deprecated)Update page property (text property)Update page property (number property)Update page property (select property)Update page property (Multi-select property)Update page property (Date property)Update page property (Checkbox property)Update page property (URL property)Update page property (Email property)Update page property (phone property)Retrieve blocks from a specific pageRetrieve list of usersUpdate page property (relation property)Add a sub-item to a specific recordIssue File Upload IDUpload fileUpdate page properties (file property)Download fileGet page details (list file information)Search pages and databases by titleCreate page from template (title only)Append heading and paragraph to page (deprecated)Update database property nameUpdate page property (title property)Search text in a data source’s formula propertyAppend content to a pageRetrieve child blocks of a page or blockRetrieve data sourceRetrieve databaseCreate pageGet page (Markdown)Append content to pageReplace page contentUpdate page properties (user properties)
Flowbot triggers
There is no action.
Flowbot operations
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