Create an invoice using information from the Notion database and send an email with Outlook.
Create an invoice using information from the Notion database and send an email with Outlook.
Launch this workflow to connect
Notion &
Google Sheets &
Microsoft Outlook
!
■Overview
This is a flow to create invoices using information from a Notion database and send emails via Outlook.
By using a trigger with a Chrome extension, you can directly activate the trigger from Notion.
■Recommended for
1. Companies utilizing Notion for business
・Those who register detailed billing information in the database
・Those who register information about client companies
2. Companies using Outlook as their main communication tool
・Those who use it as a means of communication with client companies
■Benefits of using this template
Notion is a tool that can manage not only data related to customers but also detailed information about invoices.
However, manually entering the information registered in Notion every time to create invoices and sending them via email can be time-consuming and may lead to decreased customer satisfaction.
This flow is suitable for those who want to build a good relationship with client companies through prompt invoice issuance.
By utilizing this flow, you can automatically add information from Notion to a Google Sheets template to create invoices and send them via email.
Automating the series of tasks related to invoices can significantly reduce manual work and improve operational efficiency.
By providing quick customer responses, you can lead to improved customer satisfaction.
■Notes
・Please integrate Notion, Google Sheets, and Outlook with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Microsoft365 (formerly Office365) has both 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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Notion
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Templates using
Google Sheets
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Templates using
Microsoft Outlook
This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
About the apps you use
Notion
Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
see detailsTemplates
When there is a response to a Google Form, this flow adds a record to the Notion database. It saves the effort of manually transferring Google Form responses to the Notion database, leading to significant time savings.
Add a record to Notion when there is a response to the Google Form.
You can add content posted in a specific room on Google Chat to a Notion database. This prevents manual information update omissions, enabling real-time information sharing among teams.
Add content posted in a specific Google Chat room to a Notion database.
You can add content posted in a specific room on Microsoft Teams to a Notion database. Since the posted content can be automatically added to Notion, manual operations in Notion are no longer necessary, allowing for increased work efficiency.
Add content posted in a specific room on Microsoft Teams to a Notion database.
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.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
Add order information to WooCommerce when a row is added in Google Sheets.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Add a new tab to the Google Spreadsheet at the beginning of each month.
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
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This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
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This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
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This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
Automatically create a case in Salesforce from support request emails received in Outlook.
No-Code API Actions
Executable API actions
Flowbot triggers
When a page is created or updated
When a database is created or updated
[Deprecated] When a page in a specific database is created or updated
When receiving a Webhook
When a page is created (Webhook)
When page content is updated (Webhook)
When a page is deleted (Webhook)
When Page Properties are Updated (Webhook)
When a Comment is Created (Webhook)
When a Comment is Updated (Webhook)
When a Comment is Deleted (Webhook)
[Deprecated] When database content is created or updated (Webhook)
When a page in a specific data source is created or updated
When data source content is created or updated (Webhook)
When a row is added
When a row is updated
When a specific subject email is received
When an email is received
Flowbot operations
Retrieve page information
Create page (deprecated)
Append text to page (deprecated)
Update page property (text property)
Update page property (number property)
Update page property (select property)
Update page property (Multi-select property)
Update page property (Date property)
Update page property (Checkbox property)
Update page property (URL property)
Update page property (Email property)
Update page property (phone property)
Retrieve blocks from a specific page
Retrieve list of users
Update page property (relation property)
Add a sub-item to a specific record
Issue File Upload ID
Upload file
Flowbot triggers
When a page is created or updatedWhen a database is created or updated[Deprecated] When a page in a specific database is created or updatedWhen receiving a WebhookWhen a page is created (Webhook)When page content is updated (Webhook)When a page is deleted (Webhook)When Page Properties are Updated (Webhook)When a Comment is Created (Webhook)When a Comment is Updated (Webhook)When a Comment is Deleted (Webhook)[Deprecated] When database content is created or updated (Webhook)When a page in a specific data source is created or updatedWhen data source content is created or updated (Webhook)
Flowbot operations
Retrieve page informationCreate page (deprecated)Append text to page (deprecated)Update page property (text property)Update page property (number property)Update page property (select property)Update page property (Multi-select property)Update page property (Date property)Update page property (Checkbox property)Update page property (URL property)Update page property (Email property)Update page property (phone property)Retrieve blocks from a specific pageRetrieve list of usersUpdate page property (relation property)Add a sub-item to a specific recordIssue File Upload IDUpload fileUpdate page properties (file property)Download fileGet page details (list file information)Search pages and databases by titleCreate page from template (title only)Append heading and paragraph to page (deprecated)Update database property nameUpdate page property (title property)Search text in a data source’s formula propertyAppend content to a pageRetrieve child blocks of a page or blockRetrieve data sourceRetrieve databaseCreate pageGet page (Markdown)Append content to pageReplace page contentUpdate page properties (user properties)
Flowbot triggers
When a row is addedWhen a row is updated
Flowbot operations
Set a value in a cellGet valuesClear valuesCreate a new spreadsheetCopy a sheet (tab)Add a new sheet (tab)Delete Sheet (Tab)Replace valuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet sheet namesApply a formula to a rangeEnter values in a rangeEmbed an image in a cellSort by specific columnHide a sheetAdd a note to the specified cellsInsert columnsDelete columnsWrite values to multiple columns
Flowbot triggers
When a specific subject email is receivedWhen an email is receivedWhen an event is registered in the calendarWhen a calendar event is added or updatedWhen a Task is CreatedWhen an email is received
Flowbot operations
Register Event in Own CalendarCreate CalendarRegister Event in Specified User's CalendarGet email attachment informationDownload email attachmentsDelete an event from a specified user's calendarUpdate an event in a specified user's calendarDelete an event from your calendarUpdate an event in your calendarタスクを作成する（リマインド設定対応）タスクを作成する（リマインド設定非対応）Search events in my calendarSearch events in a specified user’s calendarFind meeting timesGet calendar viewGet email messagesMove messageGet a specific messageMore inspiration for you
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