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

■Overview

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

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■Recommended for‍

1. Those responsible for data updates in SPIRAL

・Those who manage information of clients and customers in SPIRAL

・Those who centrally manage data necessary for billing operations in SPIRAL

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2. Those who regularly use Misoca for billing operations

・Those who create invoices for clients

・Those who manually send invoices via email

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■Benefits of using this template

Misoca is a cloud service that allows for the creation and management of invoices, contributing to the efficiency of billing operations.
However, if you are manually handling a large number of invoices created each month, it can be inefficient and time-consuming.

This template allows for the automation of invoice creation and sending, reducing the burden of billing operations.

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■Notes‍

・Please integrate SPIRAL, 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 Flowbot will result in an error, so please be careful.

・Paid plans like the Mini Plan offer a two-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.