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、Microsoft Teams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、Microsoft Teamsに通知する」ワークフローは、見積書作成からチームへの通知までを自動化します。
手作業による転記や連絡の手間を省くことができ、運用をシンプルにします。

■このテンプレートをおすすめする方

  • Googleフォームを活用して見積依頼や業務依頼の受付を行っている方
  • 見積書の発行をfreee請求書で行っているが、手作業で内容を入力する手間を省きたい方
  • 迅速にお客様へ見積書を届け、スピーディに対応したいと考えている方
  • Microsoft Teamsで社内への情報共有・通知を行っている企業やチーム
  • 見積書作成後、すぐにチームへ共有し抜け漏れなく対応したい方

■このテンプレートを使うメリット

Googleフォームの回答内容をもとにfreee請求書で見積書を作成し、Microsoft Teamsに知らせるこの自動化フローを導入すれば、見積書発行業務がスピーディに進みます。
手動で情報を転記する手間が減るため、スタッフはより本質的な業務へ時間を割くことができます。
また、Microsoft Teams上に通知が届くため、担当者間での情報共有もスムーズになり、見積内容に関するやり取りもすばやく行えます。

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freee Invoice
freee Invoice
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Google Forms
Google Forms
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Microsoft Teams
Microsoft Teams
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About the apps you use
freee Invoice
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Google Forms
Yoom allows you to integrate with Google Forms API without any code, enabling you to automate various tasks. For example, you can notify Slack or Chatwork of information submitted via Google Forms, or automatically store information in CRMs like kintone or Salesforce.
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Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
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