■Overview
This is a flow to issue an invoice with one click from kintone and send it via Outlook.
■Recommended for
1. Those who utilize kintone in their business
・Those who use it for accumulating company information and information for creating forms
・Those who register billing details using sub-tables
2. Those who use Outlook as their main communication tool
・Those who use it as a means of communication, such as sending forms to clients
■Benefits of using this template
kintone can utilize sub-tables of records to register detailed billing information and facilitate smooth form creation.
However, having to manually input kintone information when creating invoices continues an inefficient way of working.
By using this flow, you can automatically complete the process of creating a quotation by referencing the information in kintone's sub-tables and sending it via email.
By automating a series of tasks related to invoicing, you can save the effort and time of manual work, allowing you to focus on core business and important task resolution.
Improving the efficiency of the entire team's operations leads to increased productivity.
■Notes
・Please integrate both kintone and Outlook with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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