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

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  2. Misoca
  3. When the status is updated in @pocket, 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 @pocket.

‍

■Recommended for‍

1. Those who are using @pocket to advance their work

・Those managing transaction data and customer information with @pocket

‍

2. Those in charge of billing management

・Those using Misoca for billing management tasks

・Those responsible for issuing regular invoices

‍
■Benefits of using this template

Misoca is a cloud-based service that allows for the speedy creation of invoices and quotes.
However, if you are creating invoices based on data managed in @pocket, you might find the transcription work each time to be cumbersome.

This template automates the creation and sending of invoices according to the status in @pocket, allowing for speedy billing operations.

‍

■Notes‍

・Please integrate @pocket, 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.

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

・Paid plans like 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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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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