When the status of kintone is updated, create a report in Excel.

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  3. When the status of kintone is updated, create a report in Excel.
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◼️Overview‍

When the status of a kintone record is updated, forms such as quotations and invoices are generated using the information from the subtable and an Excel template, and are automatically sent via Gmail.

Please prepare detail items such as "Item", "Quantity", and "Unit Price" in the subtable for use.

Create a template in any format using Excel Online for the form template.‍

‍

◼️Notes‍

・Account integration with kintone, Microsoft Excel, and Gmail is required for Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

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