Generate and send invoices via email with one click from kintone.

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■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.

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■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

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■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.

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■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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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.

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kintone

Templates using

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Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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