When a new quote is created in Misoca, notify the Microsoft Teams channel.

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■Overview

This is a flow that notifies a Microsoft Teams channel when a new estimate is created in Misoca.

■Recommended for

1. Those responsible for form-related tasks using Misoca

・Administrative or clerical staff creating forms

・Accounting staff managing forms

・Management staff overseeing product management

2. Those using Microsoft Teams as a communication tool

・Members who use Microsoft Teams daily for team communication

・Those who want to quickly share information by posting messages in Microsoft Teams channels

3. Those looking to reduce manual input and automate processes

・Owners of small to medium-sized businesses aiming for business automation

・Clerical staff looking to improve data accuracy

■Benefits of using this template

・You can streamline operations by being notified in a Microsoft Teams channel when a new estimate is created in Misoca.

・Automating notifications via Microsoft Teams helps prevent human errors such as incorrect recipients or message content mistakes.

・Eliminates the need for manual notifications via Microsoft Teams, allowing you to focus on other important tasks.

・Notifications via Microsoft Teams can be flexibly adapted to your company's operations by setting channels and members as desired.

■Notes

・Please integrate Misoca and Microsoft Teams with Yoom.

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

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Misoca
Misoca
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Microsoft Teams
Microsoft Teams
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Misoca
Yoom allows you to integrate with Misoca's API without any code, enabling the automation of various tasks. You can automate invoice creation in Misoca or automatically register sales information in accounting software like freee when an invoice is created in Misoca. Additionally, it is possible to synchronize invoice and quotation information created in Misoca with Yoom's database for centralized management.
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Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
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