Generate an invoice based on customer information in Google Sheets and send it via Gmail.

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■Overview

This is a flow to issue invoices based on customer information in Google Sheets and send them to Gmail.

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

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■Recommended for

1. Those who utilize Google Sheets for managing customer information

・Those who manage customer and billing information with Google Sheets

・Those who create invoices by transcribing values from Google Sheets

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2. Those who use Gmail for file exchanges

・Those who send invoices to customers from Gmail

・Those who want to prevent misdelivery of emails due to incorrect addresses

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■Benefits of using this template

Manual invoice issuance and email sending tasks may pose a risk of human error, and you might feel the need to improve efficiency.
Additionally, if there are many customers, it may take up more time, potentially reducing productivity.

In this flow, when a specific row is updated in Google Sheets, you can automate the issuance of invoices and sending of invoices via Gmail.
By automating manual tasks, you can reduce working time and improve productivity.

The process from issuing to sending invoices progresses quickly, allowing you to respond to customers in a timely manner.

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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.

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Gmail

Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.

Related apps

Gmail

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