Create an invoice from the contact page in HubSpot and send an email to Outlook.
Launch the Yoom Flowbot from the HubSpot contact page to create an invoice based on a Microsoft Excel template and send an email in Outlook. By launching the Flowbot from HubSpot and setting information such as billing items and amounts in specified locations, invoices are automatically generated. The invoice template can be used in any format. Additionally, it is possible to include a request for confirmation from the person in charge during the flow, allowing for combinations such as checking the billing details once.