When the status is updated in Notion, the billing management robot will send the invoice.

■Overview

This is a flow where an invoice is sent from the billing management robot when the status is updated in Notion.

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

• Sales or accounting personnel managing multiple customers or billing information in Notion
• Accounting personnel looking to improve work efficiency due to time-consuming invoice issuance and sending with the billing management robot
• Companies concerned about payment delays due to late invoice issuance or forgotten sending
• Accounting department managers who want to reduce the burden of manual verification due to frequent errors in invoice issuance tasks

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■Benefits of using this template

By implementing this flow, it becomes possible to automatically issue and send invoices from the billing management robot when the status in Notion is updated.

By reducing the time spent on creating and sending invoices, the workload on personnel is reduced, and improvements in the payment cycle and stabilization of cash flow can be expected.

Additionally, it helps prevent manual input errors and mistakes in the recipient, thereby improving the accuracy of billing operations.

The collaboration between sales and accounting personnel becomes smoother, enabling quick responses and accurate information provision to customers.