■Overview
This is a flow that creates and sends invoices in Misoca when the status is updated in @pocket.
■Recommended for
1. Those who utilize @pocket for business
・Those who use it for managing transaction data and customer information
2. Those who use Misoca for accounting tasks
・Those who handle billing management tasks
・Those responsible for issuing regular invoices
■Benefits of using this template
Misoca is a tool that can be used to efficiently perform invoice creation tasks, but having to manually input @pocket information each time an invoice is created can be cumbersome and may risk compromising the accuracy of the information.
For those who wish to improve work efficiency by avoiding human errors, the flow of [creating and sending invoices in Misoca when the status is updated in @pocket] is suitable.
By using this template, you can automatically create and send invoices triggered by status updates in @pocket, significantly reducing manual work.
Avoiding manual input when creating invoices helps maintain the accuracy of information and facilitates smooth business operations.
■Notes
・Please integrate both @pocket 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. If you are on the Free Plan, the operations of the flowbot you have set will result in an error, so please be careful.
・Paid plans like 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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