Register a client in Misoca from the Yoom database

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■Overview

‍Register clients and shipping destinations in Misoca using information from the Yoom database.

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■Setup Instructions

1. Connect Misoca and Yoom (My App Integration).

2. Set the desired database or table using the trigger "Select the target record from the database."

3. In Misoca's "Create Client" operation, set the client information based on the information obtained from the Yoom database.

4. In Misoca's "Create Shipping Destination" operation, set the shipping destination information based on the information obtained from the Yoom database.

5. Specify the desired record using a checkbox or similar from the relevant database, and activate the flow bot. Clients and shipping destinations will be registered in Misoca.

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■Notes

‍・Integration with a Misoca account is required.

・Please modify the operation settings in Misoca as needed.

・Please note that duplicate checks for clients registered in Misoca are not performed.

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About the Apps You Use

Misoca

Yoom allows you to integrate with Misoca's API without any code, enabling the automation of various tasks. You can automate invoice creation in Misoca or automatically register sales information in accounting software like freee when an invoice is created in Misoca. Additionally, it is possible to synchronize invoice and quotation information created in Misoca with Yoom's database for centralized management.

Related apps

freee Accounting

Misoca