When a row is added in Google Sheets, create an order confirmation document with DEXTRE.

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■Overview

This is a flow to create an order confirmation document in DEXTRE when a row is added in Google Sheets.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between applications.

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‍■Recommended for

1. Those who use Google Sheets for business

・Those who verify order information using Google Sheets

・Those aiming to streamline order management

2. Those who use DEXTRE for business

・Those who want to achieve centralized information management and automate data synchronization across multiple tools

・Those who want to reduce manual work and prevent human errors

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■Benefits of using this template

If you use Google Sheets to verify order information, creating an order confirmation document in DEXTRE afterward is inefficient.

By implementing this flow, an order confirmation document in DEXTRE is automatically created when information is added to Google Sheets.

This reduces the workload of the person in charge and streamlines order processing.
Additionally, it prevents input errors and omissions during creation.

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■Notes

・Please integrate both Google Sheets and DEXTRE with Yoom.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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Templates using

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DEXTRE

In Yoom, you can integrate with DEXTRE's API without any code and automate operations on DEXTRE via the API. For example, when an order is placed on DEXTRE, you can register that information in CRM systems like Salesforce or HubSpot, or integrate with spreadsheets and other inventory management tools to automatically update product information on DEXTRE.

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