When quotation information is entered into the input form, issue a quotation with freee Invoices and notify Slack.

■Overview

This flow issues a quotation in freee Invoices and notifies Slack when quotation information is entered into the input form.

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■Recommended for

1. Those who use Yoom's input form to analyze and utilize response content

・Companies using Yoom's input form for business

・Companies collecting and utilizing response content from Yoom's input form

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2. Those who use freee Invoices for document management

・Administrative and sales staff responsible for creating documents

・Accounting staff managing documents

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3. Those who use Slack as a communication tool

・Members who use Slack daily for team communication

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

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■Benefits of using this template

While freee Invoices allows for easy creation of quotations, it requires accessing freee Invoices each time, which can be cumbersome.
Additionally, if there are many quotations issued, requests for approval to superiors may be overlooked, causing delays in issuing quotations.

By using this flow, you can issue a quotation without accessing freee Invoices by simply entering the specified quotation information into Yoom's input form, thus saving effort.
Furthermore, if you use Slack for internal notifications, you can notify specific members when a quotation is issued, allowing for quick approval requests and completion notifications.

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■Notes

・Please integrate Yoom with freee Invoices, freee Accounting, and Slack.