■Overview
This is a flow where an invoice is created in Misoca and sent via Outlook when the status is updated in kintone.
■Recommended for
1. Those who manage billing data in kintone
・Those responsible for data management in kintone
・Those who manage records with statuses according to the delivery status of products or services
2. Those who use Misoca for business
・Those responsible for creating invoices in Misoca
・Those who create invoices based on data from kintone
■Benefits of using this template
Misoca is a tool that can streamline billing operations, allowing for speedy invoice creation.
However, if you are progressing with invoice creation in Misoca according to the status in kintone, you might find the frequent checking of kintone cumbersome.
This template allows you to automatically create invoices in Misoca and send them to clients when the status of a record in kintone is updated.
Since invoice creation and sending can be done solely through operations in kintone, you can perform billing operations quickly.
Additionally, it can prevent input errors and missed invoice issuances during invoice creation, thereby improving the accuracy of operations.
■Notes
・Please integrate kintone, Misoca, and Outlook with Yoom.
・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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