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、Google Chat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、Google Chatに通知する」ワークフローを利用すると、見積書作成から通知までを自動化できます。
手動でデータを転記する手間が減り、業務の効率化が期待できます。

■このテンプレートをおすすめする方

  • freee請求書を使った見積書の作成業務を効率化したいとお考えの方
  • 見積書発行や顧客対応を迅速に進め、スピーディに反応したい方
  • Google Chatを社内のコミュニケーションツールとして活用している方
  • 日常的にGoogle Chatを使用し、関係者へ最新の見積情報を円滑に共有したい方
  • 見積書発行や通知プロセスを自動化し、作業の抜け漏れを防ぎたい方

■このテンプレートを使うメリット

Googleフォームで受け付けた内容をもとにfreee請求書で見積書が自動作成され、Google Chatに通知される仕組みを使うことで、見積書作成からメンバー通知までをスムーズに進めることができます。
従来は、フォームに入力された内容を確認し、手作業で見積書を作成し、さらに関係者へメールやチャットで共有するという一連の作業が必要でした。
このフローを活用すれば、Googleフォームへの入力だけで見積書の作成処理が始まり、そのままGoogle Chatに情報が届くため、作業時間と手間を減らせるでしょう。

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freee Invoice
freee Invoice
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Google Forms
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Google Chat
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About the apps you use
freee Invoice
Yoom allows you to integrate with the freee Invoice API without any code, enabling the automation of various tasks. For example, you can connect freee Invoice with other tools like Salesforce and kintone to automatically generate documents such as invoices and quotations.
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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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Google Chat
Yoom allows you to utilize the Google Chat API without any coding. You can send notifications to Google Chat triggered by information from input forms or various events in other SaaS platforms.
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