When an order slip is created or updated in LOGILESS, issue an invoice and send it via email.

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■Overview

‍When an order slip is created or updated in LOGILESS, an invoice is automatically generated using a Google Docs template and sent via email through Gmail.

The content of the invoice can be customized.

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■Setup Instructions

1. Integrate each of the apps LOGILESS, Google Docs, and Gmail with Yoom. (My App Integration)

2. Set up using the trigger "When an order slip is created or updated" in LOGILESS.

3. Use the "Retrieve Order Slip Information" operation in LOGILESS to obtain the information necessary for creating the invoice.

4. In the "Issue Invoice" operation in Google Docs, specify the template and create the invoice using the information obtained from LOGILESS.

5. Set up a message to request approval in the "Request Approval" operation.

6. In the "Send via Email" operation in Gmail, configure the content of the invoice and the recipient details.

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■Notes

・Integration with Yoom is required for LOGILESS, Google Docs, and Gmail.

・Ensure that the order slip information and invoice content are appropriately configured for use.

・Replace the recipient and email content in Gmail with desired values for use.

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About the Apps You Use

LOGILESS

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