■Overview
This is a flow to issue an invoice with one click from kintone and send it via email.
By using a trigger with a Chrome extension, you can directly activate the trigger from kintone.
■Recommended for
1. Those who use kintone for data accumulation
・Those who add and manage company information or task information in records
・Those who register information using sub-tables
■Benefits of using this template
kintone is utilized in various operations such as customer management and project management, and invoice issuance is one of them. Creating invoices from customer information and project information managed in kintone and manually issuing and sending them is a time-consuming and error-prone task.
By implementing a flow to issue invoices with one click from kintone and send them via email, you can automate these billing operations, leading to significant time savings.
Additionally, preventing invoice issuance errors and sending omissions can improve customer satisfaction.
■Notes
・Please integrate kintone and Google Sheets with Yoom respectively.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
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