■Overview
This is a flow for creating estimates in Misoca from Airtable.
By using Yoom, you can easily connect apps without the need for programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Airtable.
■Recommended for
1. Those who manage data using Airtable
・Those who manage client information using Airtable but feel that creating estimates takes time
・Those who want to manage data centrally and create estimates efficiently
2. Those who create estimates and invoices using Misoca
・Those who use Misoca but find it cumbersome to navigate multiple systems when creating estimates
・Those who want to improve work efficiency by preventing manual input errors and automating processes
■Benefits of using this template
By linking Airtable and Misoca, the estimate creation process is simplified.
This eliminates the need for manual data entry, saving time and effort.
Additionally, accurate estimates are automatically generated in Misoca based on Airtable data, preventing human errors.
As a result, work efficiency is improved, allowing for quicker provision of estimates to customers.
Furthermore, centralized data management ensures data consistency and smooth sharing among team members.
■Notes
・Please link both Airtable and Misoca with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・If there are multiple recipients, you can use the operation 'Split list-type output into individual outputs' to individually set the recipient IDs you wish to send to by splitting the target recipient IDs.
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