Add a client from Airtable to Misoca

■Overview

This is a flow to add clients from Airtable to Misoca.

By using Yoom, you can easily connect apps without the need for programming.

By using a trigger with the Chrome extension, you can directly activate the trigger from Airtable.

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■Recommended for

1. Those who manage data using Airtable

・Those who manage client information in Airtable but find it cumbersome to integrate with other services

・Those who want to centrally manage client information and automate the transfer process to other systems

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2. Those who use Misoca as an invoice management service

・Those who issue invoices with Misoca but find adding client information cumbersome

・Those who want to easily update client information and improve work efficiency

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■Benefits of using this template

By linking Airtable and Misoca, you can streamline the process of adding clients.
This results in reduced working time. Information registered in Airtable is automatically added to Misoca, eliminating the need for manual input and avoiding duplicate data entry.

Additionally, work accuracy improves, and human errors decrease.
This will enhance work efficiency, allowing you to focus on other important tasks with ease.

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■Notes

・Please link both Airtable and Misoca with Yoom.

・For instructions on setting up triggers using the Chrome extension, please refer to here.