■Overview
This is a flow where you launch Yoom's Flowbot from the HubSpot contact page to create an invoice based on a Microsoft Excel template and send an email to Outlook.
By launching the Flowbot from HubSpot and setting information such as billing items and amounts in the specified locations, invoices are automatically created.
You can use any format for the invoice template.
Additionally, it is possible to include a request for confirmation from the person in charge during the flow, allowing for a combination where the billing details are checked once.
■Notes
・Integration with HubSpot, Microsoft Excel, and Outlook 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.
・Please prepare an invoice template created with Microsoft Excel, like this.
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