When the status is updated in Notion, create an invoice in Misoca and send it via Outlook.

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■Overview

This is a flow where an invoice is created in Misoca and sent via Outlook when the status is updated in Notion.

■Recommended for

1. Those who use Notion for business

・Those who manage billing-related information centrally in Notion

・Those who manage the status of Notion records in business processes

2. Those who manage billing with Misoca

・Those responsible for creating invoices

・Those who want to automate email sending after invoice creation


■Benefits of using this template

Misoca is a cloud service that can streamline billing management.
However, if there are many clients, manually creating invoices can be time-consuming and may reduce work efficiency.

This template allows you to proceed with invoice creation and sending according to the status in Notion, making it possible to streamline billing management tasks.

■Notes

・Please integrate Notion, Misoca, and Outlook with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the Flow Bot will result in an error, so please be careful.

・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

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About the Apps You Use
Misoca
Misoca
 Templates using
Notion
Notion
Templates using
Microsoft Outlook
Microsoft Outlook
Templates using
About the apps you use
Misoca
Yoom allows you to integrate with Misoca's API without any code, enabling the automation of various tasks. You can automate invoice creation in Misoca or automatically register sales information in accounting software like freee when an invoice is created in Misoca. Additionally, it is possible to synchronize invoice and quotation information created in Misoca with Yoom's database for centralized management.
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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.
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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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