A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Launch this workflow to connect
Google Sheets &
Gmail
!
■Overview
When billing information is entered into the form, an invoice is generated using a Google Spreadsheet invoice template.
After that, it goes through manager approval and is sent via email.
■Recommended for
1. Those who create invoices using a Google Spreadsheet invoice template
2. Those who manually create and send invoices
3. Those who want to streamline the creation and sending of invoices and various documents
■Benefits of using this template
・You can automatically create and send invoices based on form responses, reducing manual work.
・You can include approval requests in the process, allowing for pre-checks of any input errors.
■Notes
・It is necessary to set up account information for integration in the operation of each app.
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About the Apps
Templates using
Google Sheets
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Templates using
Gmail
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About the apps you use
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
see detailsTemplates
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Add order information to WooCommerce when a row is added in Google Sheets.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Add a new tab to the Google Spreadsheet at the beginning of each month.
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Gmail
Yoom allows you to integrate with Gmail's API without code and automate email sending from Gmail. You can automatically create and send invoices and contracts via Gmail, or automatically reply to inquiries.
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Activate the flow bot at the end of each month to send an email in Gmail.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a row is added
When a row is updated
When an email matching specific keywords is received
When an email with a specific label is received
When an email with a specific label is received (Specify Label ID)
Flowbot operations
Set a value in a cell
Get values
Clear values
Create a new spreadsheet
Copy a sheet (tab)
Add a new sheet (tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get sheet names
Apply a formula to a range
Enter values in a range
Embed an image in a cell
Sort by specific column
Hide a sheet
Add a note to the specified cells
Flowbot triggers
When a row is addedWhen a row is updated
Flowbot operations
Set a value in a cellGet valuesClear valuesCreate a new spreadsheetCopy a sheet (tab)Add a new sheet (tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet sheet namesApply a formula to a rangeEnter values in a rangeEmbed an image in a cellSort by specific columnHide a sheetAdd a note to the specified cellsInsert columnsDelete columnsWrite values to multiple columns
Flowbot triggers
When an email matching specific keywords is receivedWhen an email with a specific label is receivedWhen an email with a specific label is received (Specify Label ID)
Flowbot operations
Search emailsMove Message to TrashAdd Label to Specific MessageRemove Label from Specific MessageRetrieve Specific MessageMore inspiration for you
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