Issue a quotation from kintone with one click and send it via Gmail.

Try this Template

No items found.

■Overview

This is a flow to issue a quotation from kintone with one click and send it via Gmail.

‍

■Recommended for‍

1. Those who utilize kintone in their business

・Those who accumulate company and task information in records

・Those who use subtables for detailed registration

‍

2. Those who use Gmail as their main communication tool

・Those who use it as a means of communication with clients

‍

■Benefits of using this template

By adding subtables to records, kintone can manage not only company information but also detailed information related to transactions simultaneously, which helps in visualizing information.
However, manually entering the registered information from kintone every time a quotation is created is cumbersome and leads to a significant loss of time in the long run.

By utilizing this flow, you can automatically create a quotation by quoting information from kintone's subtables and send it via Gmail.
By automating the entire process from creating to sending the quotation, you can significantly reduce manual work within the team and improve operational efficiency.
Using the time saved for other tasks can increase the pace of work and lead to improved productivity.

‍

■Notes‍

・Please integrate kintone and Gmail with Yoom respectively.

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

Gmail

Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.

Related apps