Update Next SFA whenever order information is updated in Google Sheets.

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■Overview

This is a flow that updates Next SFA when order information is updated in Google Sheets.

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■Recommended for

1. Those who update Google Sheets in their daily work

・Sales department personnel managing order information in Google Sheets

・Teams collaboratively updating order information

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2. Those who work with Next SFA

・Those who want to maintain consistency and integrity of information with Google Sheets

・Data analysts responsible for analyzing order data

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■Benefits of using this template

When managing order information in both Google Sheets and Next SFA, there may be issues with maintaining consistency and integrity.
Additionally, visually checking the consistency of order information is inefficient and time-consuming.

By using this template, whenever there is an update to the order information in Google Sheets, the order information in Next SFA is also updated, ensuring that consistency and integrity are always maintained.
This eliminates the need for visual consistency checks of order information, allowing you to allocate time to other important tasks.

By integrating with communication tools, update notifications can be sent, enabling speedy sharing with team members.

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■Notes

・Please integrate both Google Sheets and Next SFA with Yoom.

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About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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Next SFA

Yoom allows you to integrate with the Next SFA API without any code, automating the operation of Next SFA. For example, you can automate the creation of documents such as quotes and contracts using information from Next SFA, or seamlessly transfer information from Next SFA to other systems with just one click.

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