Googleフォームの回答内容をもとにfreee請求書で見積書を発行し、Slackに通知する

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■概要

「Googleフォームの回答内容をもとにfreee請求書で見積書を発行し、Slackに通知する」ワークフローは、見積書発行の作業を自動化できます。
入力内容が自動で通知されるため、情報伝達の手間が省けます。

■このテンプレートをおすすめする方

  • Googleフォームを利用して見積依頼や顧客情報の収集を行っている方
  • 見積書作成をfreee請求書で行っている方
  • 手動で見積書を作成するのに時間がかかっており、作業をスピーディにしたい方
  • Slackをチーム内の連絡・情報共有ツールとして利用している方
  • 見積書が発行されたことをチーム全体に迅速に共有したい方

■このテンプレートを使うメリット

Googleフォームの回答をもとにfreee請求書で見積書を発行し、Slackに通知できるこのフローには、さまざまな利点があります。
まず、フォームへの入力内容をもとに自動で見積書が作成されるため、よりスピーディな見積書発行が可能となります。
営業担当者が個別に見積書を作成する手間が省けるため、作業負担が軽減されます。
さらに、見積書が作成されたタイミングでSlackに通知が届くため、社内での情報共有が素早く行え、関係者全員が状況を把握しやすくなります。

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freee Invoice
freee Invoice
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Slack
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About the apps you use
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