■Overview
This is a flow that automatically sends invoices when a specified column in a spreadsheet is updated.
■Preparation and Precautions
・The spreadsheet itself cannot be used as a trigger.
・By connecting the spreadsheet to the Yoom database, this flow can be executed.
Actual spreadsheet connected to data: https://docs.google.com/spreadsheets/d/1PipZ5rZJPe9Yf0YZjJ5TPQit7oHLpqIgZsDAE92wbhw/edit#gid=818459679
■Creation Method (Database Data Connect)
① Create a new Yoom database and prepare one table with the following settings.
・Delete columns: Click each column name and delete all default columns.
・Data Connect: Click the Data Connect button at the top right and select the spreadsheet.
・Execute Action: Select "Retrieve Record List".
・Spreadsheet ID: Select the target spreadsheet from the candidates.
・Sheet Name: Select the target sheet name from the candidates.
・Range: Enter the range of the spreadsheet you want to retrieve from the position of the column name (header) and perform a connection test. (Example: A1:Q etc)
・Database Display Items: Select the items from the spreadsheet you want to display in the Yoom database.
・Unique Value Item: Select the unique column item on the spreadsheet.
・Sync Frequency Setting: Select any time manually or automatically.
・Database Trigger Activation Setting: Turn it ON and connect.
■Creation Method (Flow Bot)
① Select the target table connected with the data connect in the database trigger and save it with the following settings.
・Trigger Action: When a record matching the condition is updated ・Target column: Set as equal to the target.
※ The image is that it activates when the word "target" is updated in the billing target column.
② Press the + mark, select the spreadsheet from the operation to issue a document, and perform the following settings for testing and saving.
・Spreadsheet ID: Select the spreadsheet ID to be used as a template for the invoice from the candidates.
・Folder ID to store in Google Drive: Select the folder ID to store after issuing the document from the candidates.
・File Name: Set any file name.
・String to Replace: Embed the value obtained in ① for the corresponding string.
※ Here is how to set up the operation to issue a document. https://intercom.help/yoom/ja/articles/8237765
③ Select the operation to send an email, choose any email tool, and save it with the following settings.
・To: Embed if the address was obtained in ①.
・Subject, Body: Enter each. You can also embed the value obtained in ①.
・Attachment: Select "Use Output" and choose the issued document as the value.
④ Press the + mark, select the spreadsheet from "Operate Database", and perform the following settings.
・Action: Update the record.
・Spreadsheet ID: Select the spreadsheet ID of the spreadsheet you want to update the record from the candidates.
・Spreadsheet Tab Name: Select the target sheet from the candidates. (In this case, select Example 2)
・Table Range: Select the range including the column name (header). (Example: A1:Q etc)
・Condition for the record you want to update: Select the column corresponding to the unique value obtained in ①, embed the unique value obtained in ① (in this case, the billing ID) as output, and search with the condition of being equal.
・Value to Update: Enter a string such as "Sent" in the send flag section.
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