When the status is updated in Notion, create and send an invoice in Misoca.

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■Overview

This is a flow that creates and sends an invoice in Misoca when the status is updated in Notion.

■Recommended for

1. Those who use Notion for business

・Those who use it for managing transactions and customer information

2. Those who use Misoca for accounting tasks

・Those who manage billing tasks

・Those responsible for issuing regular invoices


■Benefits of using this template

Misoca is an effective tool for streamlining a series of tasks related to invoicing.
However, having to manually input Notion information for each invoice creation can potentially affect the productivity of the entire team.

For those aiming to improve productivity through operational efficiency, the flow of [creating and sending invoices in Misoca when the status is updated in Notion] is suitable.
Once the specified status is updated in Notion, invoices can be automatically created and sent, significantly reducing manual work.
Automating invoice creation allows you to secure time for other tasks, leading to improved productivity for the entire team, and by using the referenced information for creation, it prevents human errors.

■Notes

・Please integrate both Notion and Misoca 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.

・Branching is a feature available with the Mini Plan or higher (operation). For the Free Plan, the operation of the set flow bot will result in an error, so please be careful.

・Paid plans such as the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

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About the Apps You Use
Misoca
Misoca
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Notion
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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.
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Notion
Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.
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