■Overview
This is a flow to add clients from Notion 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 Notion.
■Recommended for
1. Those who manage work using Notion
・Those who manage information centrally as a team but find managing clients time-consuming
・Those who need to regularly update client information and are looking to improve efficiency
2. Those who use Misoca to create invoices and quotes
・Those who manually add clients and find the task cumbersome
・Those who want to simplify client information input when creating invoices and quotes to save time
■Benefits of using this template
By using the automated flow to add clients from Notion to Misoca, centralized management of client information becomes easier.
This eliminates the need for duplicate data entry, improving work efficiency. It avoids the risk of manually entering the same information multiple times, reducing human errors.
Additionally, as the automated process allows for quick addition of clients, you can allocate time to other important tasks, enhancing productivity.
Furthermore, it becomes easier to maintain up-to-date client information, achieving accurate and consistent data management.
■Notes
・Please connect both Notion and Misoca with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
.avif)
.avif)
.avif)
