■Overview
This flow creates an invoice in Misoca and sends it via Gmail when the status is updated in @pocket.
■Recommended for
1. Those who utilize @pocket for business
・Those who use it for managing transaction data and customer information
2. Those who perform accounting tasks using Misoca
・Those who manage billing tasks
・Those responsible for issuing regular invoices
■Benefits of using this template
Misoca is a tool that can be used to efficiently create invoices.
However, manually entering information from @pocket each time an invoice is created is cumbersome and makes it difficult to maintain the accuracy of the information.
This flow is suitable for those who want to improve work efficiency by avoiding human errors.
By using this template, you can automatically create and send invoices triggered by status updates in @pocket, significantly reducing manual work.
Avoiding manual entry when creating invoices helps maintain information accuracy and facilitates smooth business operations.
■Notes
・Please integrate @pocket, Misoca, and Gmail with Yoom.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operation set for the flow bot 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).