When the status of kintone is updated, issue an invoice with Misoca.

Try this Template

No items found.

■Overview

This is a flow to issue invoices in Misoca when the status in kintone is updated.

‍

■Recommended for

1. Those who manage billing information in kintone

・Accounting personnel responsible for registering and updating billing information

・Those who manage statuses in kintone while proceeding with their work

‍

2. Those who issue invoices in Misoca

・Those who use kintone and Misoca tools to issue invoices

・Those who want to automate invoice issuance from Misoca

‍‍

■Benefits of using this template

When issuing invoices regularly, manual input tasks and verification of created invoices may occur.
If your workflow involves issuing invoices based on kintone data, you might find the task of transferring data between tools cumbersome.

This template allows you to automate invoice issuance from Misoca when the status in kintone is updated, thereby improving operational efficiency.
By using the status in kintone as a trigger for issuing invoices, you can reduce the effort required for verification tasks and proceed with your work seamlessly.

After this flow, by integrating with a chat tool and sending notifications, you can smoothly verify and send the issued invoices.

‍

■Notes

・Please integrate Yoom with both kintone and Misoca.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

When a response is submitted through Google Forms, the content of that response is automatically registered in any desired kintone app. It can be used for various purposes such as surveys and inquiry forms.

See details

Issue and send the quotation when the kintone status is updated.

When the status of kintone is updated, a quotation is automatically generated using the information from the related subtable of that record and a spreadsheet template, and sent via Gmail after approval. You can freely modify the content of the quotation, the recipient, the subject, etc. for your use.‍

See details

When a record is edited in kintone, notify LINEWORKS.

When a record is edited in kintone, it will automatically notify LINE WORKS. The content of the notification to LINE WORKS can be freely customized with the information of the edited record.‍

See details

Store the input form values in kintone.

When you enter a value into the input form, that value is automatically stored in kintone. The stored data can be viewed in the kintone app.

See details

Notify Talknote when a record is registered in kintone.

When a record is registered in kintone, a notification is sent to Talknote. This flow allows team members to stay informed of important information promptly without constantly monitoring kintone.

See details

When a record is registered in kintone, create a folder in Google Drive.

When a record is registered in kintone, a new folder is automatically created in Google Drive. At this time, the folder name is created based on the information registered in kintone. You can manage folders organized by project or customer automatically without accessing Google Drive.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

kintone

With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.

Related apps

kintone

Templates using

View all related templates

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.

Related apps