When a row is updated in Google Sheets, send a document from MakeLeaps.

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■Overview

This is a flow for sending documents from MakeLeaps when a row is updated in Google Sheets.

By using Yoom, you can easily integrate apps without the need for programming.

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■Recommended for

1. Those who manage data using Google Sheets

・If you manage various data such as customer information and sales data in Google Sheets but find manual processing time-consuming

・If you want to automatically trigger related actions when data is updated

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2. Those who create and send documents using MakeLeaps

・If you create invoices and quotes in MakeLeaps but want to eliminate the hassle of sending them manually

・If you want to send documents quickly and respond to customers promptly

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■Benefits of using this template

By integrating Google Sheets and MakeLeaps, document sending is automated every time a row is updated.
This eliminates the need for manual sending tasks, improving operational efficiency.

Additionally, since updated data is immediately reflected, you can respond to clients quickly.
As a result, it may also lead to improved customer satisfaction.

Furthermore, automation reduces the manual work, decreasing the risk of human error and enhancing data accuracy.

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■Notes

・Please integrate both Google Sheets and MakeLeaps with Yoom.

・You can select the trigger interval from 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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