Issue an invoice from the HubSpot contact page and notify Workplace

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  3. Issue an invoice from the HubSpot contact page and notify Workplace
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■Overview‍

This is a flow that launches Yoom's Flowbot from the HubSpot contact page to issue an invoice based on a Microsoft Excel template and notify Workplace.

By launching the Flowbot from HubSpot and setting information such as billing items and amounts in 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 by the person in charge during the flow, allowing for a combination where the billing details are checked once.

The content to be notified to Workplace can be freely customized.

‍

■Notes‍

・Integration with Yoom is required for HubSpot, Microsoft Excel, and Workplace.

・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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