When a row is updated in Google Sheets, update the document status in MakeLeaps.

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■Overview

This is a flow that updates the document status in MakeLeaps when a row is updated in Google Sheets.

By using Yoom, you can easily connect applications without the need for programming.

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■Recommended for

1. Those who manage and share data using Google Sheets

・Those who manage data with their team using Google Sheets but find manual updates cumbersome

・Those who want to quickly grasp data update status and automatically integrate with other tools

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2. Those who manage invoices and quotes using MakeLeaps

・Those who manage documents in MakeLeaps but find manual status updates complicated

・Those who want to automatically update document statuses to improve work efficiency

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■Benefits of using this template

By linking Google Sheets and MakeLeaps, you can automate the update of document statuses.
This eliminates the need for manual status updates, improving work efficiency.

Additionally, because status updates are performed quickly, you can swiftly grasp the latest situation and respond promptly.
As a result, you can expect faster customer response and improved accuracy in work.

Furthermore, employees can focus on other tasks, thus enhancing productivity.

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■Notes

・Please connect Yoom with both Google Sheets and MakeLeaps.

・You can select trigger intervals of 5, 10, 15, 30, 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.

Related apps

Templates using

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MakeLeaps

Yoom allows you to integrate with MakeLeaps' API without code and automate operations in MakeLeaps. For example, you can automatically create documents such as invoices and quotes in MakeLeaps based on information from CRMs like Salesforce or HubSpot, or automatically register information from kintone or spreadsheets into MakeLeaps.

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