We will present a Flowbot example that demonstrates how to generate and send quotations via Misoca using pre-selected records from Yoom DB.

✔️ YoomDB - Stores and manages quotation data

✔️ Database Trigger - Activates the Flowbot when a record is selected

✔️ Misoca App - Creates the client and generates the quotation

✔️ Data Operation & Conversion - Renames the quotation file

✔️ Email Sending Operation - Sends the finalized quotation via email

1️⃣ Trigger Activation

A database trigger in YoomDB starts the Flowbot when a record is selected.

2️⃣ Register Client in Misoca

The Flowbot creates a client profile in Misoca using the selected information.

3️⃣ Create a Recipient

A recipient ID is generated based on the registered client information.

4️⃣ Generate Quotation

A quotation is created using the recipient's details.

5️⃣ Download the Quotation

The quotation is saved as a PDF.

6️⃣ Rename the File

Since the downloaded file name is automatically named "Untitled," the system renames it based on user-defined settings.

7️⃣ Send the Quotation

The final PDF is attached to an email and sent to the client.