Register a new client in Misoca with the input form contents.

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■Overview

‍Once information is entered into the input form, a new client will be automatically registered in Misoca after administrator approval.

The information to be registered will reflect the items set in the form.

‍

■Setup Method

・Please link Misoca with Yoom. (My App Integration)

・In Misoca's "Register Client" operation, set each client's information based on the information obtained from the input form.

・In Misoca's "Register Recipient" operation, set each recipient's information based on the information obtained from the input form.

・Submit information to the input form and activate the flow bot.

・New clients and recipients will be registered in Misoca.

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■Notes

‍・It is necessary to set the account information for integration in each app's operation.

・Feel free to change the items in the input form to any desired items.

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About the Apps You Use

Misoca

Yoom allows you to integrate with Misoca's API without any code, enabling the automation of various tasks. You can automate invoice creation in Misoca or automatically register sales information in accounting software like freee when an invoice is created in Misoca. Additionally, it is possible to synchronize invoice and quotation information created in Misoca with Yoom's database for centralized management.

Related apps

freee Accounting

Misoca