◼️Overview
When the status of a kintone record is updated, an estimate is automatically generated using information from the related subtable and a template from a Google Spreadsheet, and then sent via Gmail after approval. You can freely modify the content of the estimate, the recipient, the subject, and more for your use.
◼️Setup Instructions
1. Integrate each of the apps: kintone, Google Spreadsheet, and Gmail with Yoom. (My App Integration)
2. Set the Webhook URL, which can be obtained with the trigger "When the status is updated (immediate activation)" in kintone, as the Webhook destination URL in the relevant kintone app.
3. Use the operation "Retrieve multiple rows from a subtable" to obtain information from the subtable in kintone.
4. In the "Generate Document" operation, specify the Google Spreadsheet template and map the information obtained from the subtable to create the estimate.
5. Set the approval request text in the "Request Approval" operation.
6. In the Gmail "Send via Email" operation, configure the settings to attach the created estimate and send it to the specified address.
◼️Notes
・Integration with Yoom is required for each of kintone, Google Spreadsheet, and Gmail.
・Please set the subtable information, spreadsheet template, and recipient information to your desired settings for use.