Create an invoice from the HubSpot contact page using a Microsoft Excel template.
Create an invoice from the HubSpot contact page using a Microsoft Excel template.
Launch this workflow to connect
Microsoft Excel &
HubSpot
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■Overview
This is a flow for creating invoices based on a Microsoft Excel template from the HubSpot contact page.
By launching the flow bot 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 from the person in charge during the flow, allowing for a combination where the billing details can be checked once.
■Notes
・Integration with both HubSpot and Microsoft Excel with Yoom is required.
・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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About the Apps
Templates using
Microsoft Excel
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HubSpot
Templates using
HubSpot
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.
When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.
When a new video is released on YouTube, a flow is created to generate a ticket in HubSpot. This allows for real-time sharing of task progress and response status, reducing miscommunication and enabling smooth business operations.
About the apps you use
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
see detailsTemplates
A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.
Add records to Microsoft Excel based on Tally's responses.
The workflow automatically records Jotform responses in Excel and adds tasks to Outlook. It eliminates the need for manual data entry and task setting, enhancing the accuracy and efficiency of operations.
Add tasks to Microsoft Excel and Outlook based on Jotform responses.
This is a business workflow that automatically organizes Microsoft Teams posts into Excel and adds tasks to Outlook. It eliminates the need for manual input, streamlining information and task management.
Add tasks to Microsoft Excel and Outlook based on Microsoft Teams posts.
HubSpot
Yoom allows you to integrate with HubSpot's API without any code, enabling the automation of various tasks. You can automatically register contact and company information in HubSpot, and trigger the transfer of information to various SaaS platforms like kintone, spreadsheets, and CloudSign when information is registered or updated in HubSpot. Additionally, you can automatically sync HubSpot's contact and company information to Yoom's database for various uses.
see detailsTemplates
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
The workflow automatically adds contacts from form inputs to HubSpot and registers events in Google Calendar. This streamlines lead management and scheduling, saving work time.
Add a contact to HubSpot based on the form information and register an event in Google Calendar.
When a HubSpot form is submitted, a GitHub Issue is created. This flow allows you to create a GitHub Issue whenever a HubSpot form is submitted. It eliminates the need for manual input and significantly reduces working time.
Create a GitHub Issue when a HubSpot form is submitted.
When a new video is released on YouTube, a flow is created to generate a ticket in HubSpot. This allows for real-time sharing of task progress and response status, reducing miscommunication and enabling smooth business operations.
Create a HubSpot ticket when a video is published on YouTube.
No-Code API Actions
Executable API actions
Flowbot triggers
When a New Contact Is Created
When a New Company Is Created
When a New Deal Is Created
When a Contact Is Created or Updated
When a Company Is Created or Updated
When a Deal Is Created or Updated
When a Form Is Submitted
When a Product Is Created
When a Product Is Created or Updated
When a Deal Is Updated to the Specified Stage
When a Record Is Created in a Custom Object
When a Record in a Custom Object Is Created or Updated
When an Order Is Created or Updated
When an Order Is Created
When a Ticket Is Created
When a Ticket Is Created or Updated
When a Service Record Is Created
When a Service Record Is Created or Updated
Flowbot operations
Get Worksheet Information
Get a Specific Cell Value
Get Range by Column
Get Range by Row
Add Worksheet
Rename Sheet
Get Table List
Add Table
Enter Formula in Cell
Enter Value in Cell
Get Item ID
Delete Sheet
Sort a Specified Range in Ascending or Descending Order
Unprotect Worksheet
Get Drive Item ID from Sharing URL
Create Excel Session
List Sites
List Drives in Site
Flowbot triggers
There is no action.
Flowbot operations
Get Worksheet InformationGet a Specific Cell ValueGet Range by ColumnGet Range by RowAdd WorksheetRename SheetGet Table ListAdd TableEnter Formula in CellEnter Value in CellGet Item IDDelete SheetSort a Specified Range in Ascending or Descending OrderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList SitesList Drives in SiteGet Worksheet Information (SharePoint)Get the Value of a Specific Cell (SharePoint)Get Range by Column (SharePoint)Get Range by Row (SharePoint)Add Worksheet (SharePoint)Rename Worksheet (SharePoint)Get Table List (SharePoint)Add Table (SharePoint)Set Formula in Cell (SharePoint)Set Value in Cell (SharePoint)Delete Sheet (SharePoint)Sort a Specified Range in Ascending or Descending Order (SharePoint)Unprotect Worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)
Flowbot triggers
When a New Contact Is CreatedWhen a New Company Is CreatedWhen a New Deal Is CreatedWhen a Contact Is Created or UpdatedWhen a Company Is Created or UpdatedWhen a Deal Is Created or UpdatedWhen a Form Is SubmittedWhen a Product Is CreatedWhen a Product Is Created or UpdatedWhen a Deal Is Updated to the Specified StageWhen a Record Is Created in a Custom ObjectWhen a Record in a Custom Object Is Created or UpdatedWhen an Order Is Created or UpdatedWhen an Order Is CreatedWhen a Ticket Is CreatedWhen a Ticket Is Created or UpdatedWhen a Service Record Is CreatedWhen a Service Record Is Created or UpdatedWhen a Task Is CreatedWhen a Note Is Added to a DealWhen a Message in the Specified Thread Receives a Reply
Flowbot operations
[Deprecated] Create Contact[Deprecated] Retrieve ContactGet Latest Contact IDs[Deprecated] Update Contact[Deprecated] Search Contacts (Keyword Search)[Deprecated] Create Company[Deprecated] Retrieve Company InformationGet Latest Company IDs[Deprecated] Update Company[Deprecated] Search Companies (Keyword Search)[Deprecated] Create Deal[Deprecated] Retrieve Deal InformationGet Latest Deal IDs[Deprecated] Update Deal[Deprecated] Search Deals (Keyword Search)[Deprecated] Retrieve Contact Custom Properties[Deprecated] Get Company Custom Properties[Deprecated] Retrieve Deal Custom Properties[Deprecated] Get List of Contact IDs[Deprecated] Get List of Company IDs[Deprecated] Search Deals (Filtered Search)[Deprecated] Update Contact Custom Property[Deprecated] Update Company Custom Property【Deprecated】Update Deal Custom Property【Deprecated】Create TicketSubmit Data to Form【Deprecated】Update Ticket【Deprecated】Associate Records【Deprecated】Add Note to Contact[Deprecated] Get Public File URL[Deprecated] Retrieve a Custom Object Record[Deprecated] Create Custom Object Record[Deprecated] Update Custom Object Record[Deprecated] Search Custom Object Records (Keyword Search)[Deprecated] Retrieve a Product[Deprecated] Create Product[Deprecated] Update Product[Deprecated] Search Products (Keyword Search)[Deprecated] Update Ticket Custom Property[Deprecated] Add Note to Company[Deprecated] Add Note to Deal[Deprecated] Add Note to Ticket[Deprecated] Add Meeting to Company[Deprecated] Search Contacts (Filter Conditions)[Deprecated] Retrieve Ticket Details[Deprecated] Add Line Item to Deal[Deprecated] Search Products (Filter Search)[Deprecated] Get Owner (Assignee) Information[Deprecated] Get Owners (Assignees) List[Deprecated] Search Companies (Filter Conditions)[Deprecated] Add Note to Custom Object Record[Deprecated] Get Company IDs Associated with a Specific Contact[Deprecated] Get Custom Object Record IDs Associated with a Specific Deal[Deprecated] Create User[Deprecated] Retrieve Custom Properties for Services[Deprecated] Create Meeting Log[Deprecated] Retrieve Custom Properties for Tickets[Deprecated] Get Quote[Deprecated] Update Quote[Deprecated] Create Task[Deprecated] Delete Quote[Deprecated] Search QuotesCreate Form[Deprecated] Create Call LogGet Tax Rate List[Deprecated] Search Items (Filter Search)[Deprecated] Search Fees (Filter Search)[Deprecated] Search Discounts (Filter Search)[Deprecated] Search Quote Templates (Filter Search)[Deprecated] Add Signers to Quote[Deprecated] Create Quote[Deprecated] Get Deal Line Items[Deprecated] Get Line Item Details[Deprecated] Get Tasks List[Deprecated] Get TaskGet Object Associations[Deprecated] Get User Information[Deprecated] Search Users (Keyword Search)[Deprecated] Search Users (Filter Search)[Deprecated] Get Subscription Definitions List[Deprecated] Search Multiple Tickets (Filter Criteria)[Deprecated] Get Pipeline Stages List[Deprecated] Get Pipeline Stage[Deprecated] Get a List of Notes Associated with a Contact[Deprecated] Search Custom Object Records (Filtered Search)[Deprecated] Get Product Item Custom PropertiesCreate Association Between Custom ObjectsCreate Record Association Between Ticket and Custom ObjectGet List of Inbox Threads[Deprecated] Run CRM Data Export Task[Deprecated] Get Export Task Status and File URLDownload Export FileCreate Custom Object Record (Associate with Deal Record)Create ContactGet ContactUpdate ContactSearch Contacts (Keyword Search)Get Contact Custom PropertiesGet a List of Contact IDsUpdate a Contact Custom PropertyAdd a Note to a ContactSearch Multiple Contacts (Filter Criteria)Get Company IDs Associated with a Specific ContactRetrieve a List of Notes Associated with a ContactCreate TaskRetrieve a List of TasksRetrieve a TaskCreate CompanyGet Company InformationUpdate CompanySearch Companies (Keyword Search)Get Company Custom PropertiesGet a List of Company IDsUpdate Company Custom PropertyAdd Note to CompanyAdd Meeting to CompanySearch Multiple Companies (Filter Criteria)Create DealRetrieve Deal InformationUpdate DealSearch Deals (Keyword Search)Retrieve Deal Custom PropertiesSearch Deals (Filter Search)Update Deal Custom PropertyAdd Note to DealAdd Line Item to DealRetrieve Deal Line ItemsRetrieve Custom Object RecordCreate Custom Object RecordUpdate Custom Object RecordSearch Custom Object Records (Keyword Search)Add Note to Custom Object RecordRetrieve Custom Object Record IDs Associated with Specific DealSearch Custom Object Records (Filter Search)Create TicketUpdate TicketUpdate Ticket Custom PropertyAdd Note to TicketRetrieve Ticket DetailsRetrieve Ticket Custom PropertiesSearch Multiple Tickets (Filter Criteria)Retrieve ProductCreate ProductUpdate ProductSearch Products (Keyword Search)Search Products (Filter Search)Get QuoteUpdate QuoteDelete QuoteSearch QuotesSearch Quote Templates (Filter Search)Add Signer to QuoteCreate QuoteGet User InformationSearch Users (Keyword Search)Search Users (Filter Search)Create UserGet Pipeline StagesGet Pipeline StageGet List of OwnersGet Owner InformationGet Export Task Status and File URLRun CRM Data Export TaskGet Line Item DetailsGet Line Item Custom PropertiesAssociate RecordsGet Public URL for FileGet Subscription DefinitionsCreate Call LogSearch Line Items (Filter Search)Search Fees (Filter Search)Search Discounts (Filter Search)Create Meeting LogRetrieve Service Custom PropertiesAssociate a Custom Object Record with a ContactMore inspiration for you
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