Create a quotation in Misoca from the Yoom database.

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■Overview‍

Automatically create estimates in Misoca from the Yoom database. Please create and use a database in Yoom to manage customer and estimate information.‍

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■Setup Instructions‍

1. Connect Misoca and Yoom. (My App Integration)

2. Set up any database or table with the trigger "Select the target record from the database."

3. In Misoca's "Create Client" operation, set up client information based on the information obtained from the Yoom database.

4. In Misoca's "Create Recipient" operation, set up recipient information based on the information obtained from the Yoom database.

5. In Misoca's "Create Estimate" operation, set up estimate information based on the information obtained from the Yoom database.

6. Specify any record using checkboxes, etc., from the relevant database and start the flow bot.

7. An estimate will be created in Misoca.‍

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■Notes‍

・Integration settings with the Misoca account are required.

・Please change the settings information to any value within Misoca's operations as needed.

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About the Apps You Use

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.

Related apps

freee Accounting

Misoca