■Overview
This is a flow where an invoice is created in Misoca and sent via Gmail when the status is updated in Airtable.
■Recommended for
1. Those who utilize Airtable in their business
・Those who use databases to manage transaction data and customer information
2. Those who use Misoca for document creation
・Those who handle billing management tasks
・Those responsible for issuing regular invoices
■Benefits of using this template
Misoca is a cloud tool that efficiently handles everything from invoice creation to management.
However, manually entering information from Airtable into Misoca each time to create invoices increases the risk of errors and can be mentally burdensome.
This flow is suitable for those who want to avoid human errors in document creation.
By utilizing this template, you can automatically create and send invoices by detecting status updates in Airtable.
By eliminating manual work, you can prevent human errors, issue highly accurate invoices, and enhance customer satisfaction.
■Notes
・Please integrate Airtable, Misoca, and Gmail with Yoom.
・You can select the trigger activation interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
・Branching is a feature available with the Mini Plan or higher (operation). If you are on the Free Plan, the operation of the configured flow bot will result in an error, so please be aware.
・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).
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