When the status is updated in Raku-Raku Sales, create an invoice in Misoca and send it via Outlook.

■Overview

This flow creates an invoice in Misoca and sends it via Outlook when the status is updated in RakuRaku Sales.

With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.

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‍■Recommended for

1. Those who use Misoca for billing operations

・Those who want to streamline the process of checking RakuRaku Sales status, creating contracts manually, and sending emails

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■Benefits of using this template

When creating invoices in Misoca based on the status of RakuRaku Sales, checking the status each time can be cumbersome.
By using this flow, you can eliminate the need to check the status of RakuRaku Sales, automate the creation and sending of invoices, and thus improve operational efficiency.

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■Notes

・Please integrate Yoom with RakuRaku Sales, Misoca, and Outlook.

・RakuRaku Sales is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the Flowbot will result in errors, so please be careful.

・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the Flowbot will result in errors, so please be careful.

・Paid plans such as the Mini Plan, Team Plan, and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.