■Overview
This is a flow to add a business partner from Sansan 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 Sansan.
■Recommended for
1. Those who use Sansan for business card management
・Those who want to easily add business partner information to Misoca and streamline billing operations
2. Those who issue invoices using Misoca
・Those who use Misoca regularly and want to easily add new business partner information
■Benefits of using this template
By adding business partners from Sansan to Misoca, you can centrally manage business partner information. This prevents data duplication and input errors, maintaining accurate information.
Moreover, it eliminates the need for manual input work between different systems, improving operational efficiency.
By incorporating an automated flow, updating business partner information becomes speedy, making it easier to maintain the latest information.
Furthermore, employees are freed from input tasks, allowing them to focus on more value-added tasks, contributing to increased productivity.
■Notes
・Please connect both Sansan and Misoca with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in Flowbot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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