When a record is registered in kintone, create a quotation in Misoca.

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■Overview

This is a flow for creating a quotation in Misoca when a record is registered in kintone.

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■Recommended for‍

1. Those who use kintone for business

・Data managers who centrally manage customer information

・Sales representatives who manage quotation information in kintone

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2. Those who use Misoca for business processing

・Accounting staff responsible for form operations

・Those who want to streamline form creation

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■Benefits of using this template

Misoca can create forms such as quotations and delivery notes, which helps streamline form operations.
However, manual form creation not only decreases work efficiency but also increases the risk of errors.

This template is suitable for those who want to streamline quotation creation.
When a record is registered in kintone, a quotation is automatically created in Misoca, eliminating manual work and improving work efficiency.

By adding an "approval" operation after this flow, you can request confirmation of the created quotation from any member, allowing the work to proceed smoothly.

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■Notes

・Please integrate both kintone and Misoca with Yoom.

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About the Apps You Use

kintone

With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.

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kintone

Templates using

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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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