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、LINE WORKS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、LINE WORKS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が自動化されます。
手作業の転記が不要になり、担当者は対応に集中できます。

■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もり依頼の受付や業務管理を行っている方
  • freee請求書で見積書発行を行っているが、手動の入力作業に手間を感じている方
  • 見積り作成や取引先への対応をスピーディに行いたいと考えている方
  • LINE WORKSを社内やチームの連絡ツールとして活用している方
  • 日々の業務連絡や申請状況の共有をLINE WORKSで効率化したい方

■このテンプレートを使うメリット

Googleフォームで入力された内容をfreee請求書に反映させて見積書を作成し、その内容をLINE WORKSに通知できるのがこの自動化フローの特長です。
フローを活用することで、見積書作成の作業が素早く完結し、見積書発行に関わる業務が効率化します。

また、LINE WORKSへの通知機能によって、メンバー間で見積書の内容や進捗がスムーズに共有できます。
紙での管理と比較して作業負担が減るため、他の重要な業務に時間を割けるようになるでしょう。

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freee Invoice
freee Invoice
 Templates using
Google Forms
Google Forms
Templates using
LINE WORKS
LINE WORKS
Templates using
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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LINE WORKS
Yoom allows you to integrate with LINE WORKS API without any code, enabling the automation of various tasks. You can automatically send messages and files to LINE WORKS or register events in the LINE WORKS calendar. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign with LINE WORKS.
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