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

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  2. Misoca
  3. When the status is updated in SPIRAL, create an invoice in Misoca and send it via Outlook.
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■Overview

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

With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between apps.

‍

‍■Recommended for

1. Those responsible for billing operations using Misoca

・Those who find it cumbersome to check SPIRAL statuses and send emails via Outlook when creating invoices

‍

■Benefits of using this template

In billing operations using Misoca, it is inefficient to check SPIRAL statuses and verify recipients in Outlook each time.
Additionally, the time and effort involved can lead to decreased productivity.

This flow automates the creation of invoices in Misoca and their sending via Outlook when the status is updated in SPIRAL.
By automating the complex tasks associated with invoice creation, you can reduce work hours and improve productivity.

‍

■Notes

・Please integrate SPIRAL, Misoca, and Outlook with Yoom.

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

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

・Microsoft365 (formerly Office365) has personal and business plans (Microsoft365 Business). If you are not subscribed to a business plan, authentication may fail.

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About the Apps You Use
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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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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