Automate your workflow with freee Accounting & Yoom
Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
freee Accounting
Flowbot Templates
Recommended
Collect invoices through the input form and register transactions in freee.
The invoice information uploaded to the input form will be automatically registered as an unpaid transaction in freee. It is also possible to store the invoice file in freee's file box and link it to the transaction. You can share the created input form with external parties (such as business partners) and have them upload invoices directly to the form.
When you receive an email with an attached invoice, use AI to read the invoice and register it in freee Accounting.
When receiving an email with an attached invoice, AI is utilized to automatically read the invoice content and register the billing information in freee Accounting. There is no need to open the email, download the file, or manually enter the information into freee. Additionally, by incorporating a review by the person in charge, more accurate invoice information integration is possible.
Store the invoice received by email in the freee accounting file box and notify via Slack.
This is a flow to store invoices received by email in the freee accounting file box and notify Slack. By automatically storing invoices received by email in freee accounting and notifying Slack, it reduces manual processing and improves business efficiency.
Read receipts received in Gmail using OCR and register them in the freee accounting file box.
This is a flow for reading receipts received in Gmail using OCR and registering them in the file box of freee accounting. By using this flow, files are automatically uploaded to cloud storage, leading to more efficient file management. It also helps prevent omissions in file additions.
Receive a receipt in Outlook, read it with OCR, and register it in the freee accounting file box.
This is a flow for reading receipts received in Outlook using OCR and registering them in the freee accounting file box. By using this flow, files are automatically uploaded to cloud storage, which contributes to more efficient file management. It also helps prevent omissions in file additions.
Receive a receipt via email, read it with OCR, and register it in the freee accounting file box.
The flow involves reading receipts received via email using OCR and registering them in the freee accounting file box. By using this flow, files are automatically uploaded to cloud storage, leading to more efficient file management. It also helps prevent omissions in file additions.
Notify Discord of transactions past their due date in freee Accounting at the beginning of each month.
This is a flow that notifies Discord of transactions with overdue payment deadlines in freee Accounting at the beginning of each month. By using this flow, you can regularly check for transactions that you have forgotten to pay and prompt necessary actions. Notifications are automatically sent to Discord, reducing the effort required for checking.
When a deal is created in HubSpot, also create a client in freee Accounting.
When a new deal is created in HubSpot, this flow also creates a client in freee Accounting. By integrating HubSpot with freee Accounting, the process of registering client information is automated, contributing to the efficiency of sales activities and accounting operations.
Update the client information in freee Accounting based on emails with specific subjects in Outlook.
This is a business workflow that automatically updates client information in freee Accounting when an email with a specific subject is received in Outlook. It eliminates the need for manual input and improves the timeliness and accuracy of the information.
When an expense claim is created in freee Accounting, send an email in Outlook.
When a new expense application is created in freee Accounting, this flow sends the application details via Outlook. By integrating freee Accounting with Outlook, you can avoid the need to manually send expense application details to Outlook, ensuring you stay updated with the latest information and preventing any omissions in sharing.
Notify Microsoft Teams when an expense claim in freee is approved.
This is a flow bot that retrieves information from an expense application in freee once it has been approved and sends a notification to a specific channel in Microsoft Teams. Feel free to modify the notification content and the target channel in Microsoft Teams as needed.
Notify Microsoft Teams of transactions in freee Accounting that have passed their payment due date at the beginning of each month.
This is a flow that notifies Microsoft Teams of transactions with overdue payment deadlines in freee Accounting at the beginning of each month. It eliminates the need for manual checks, reducing the burden on accounting personnel. It allows for quick information sharing with team members and prompts them to take action.
Notify overdue transactions in freee Accounting to Google Chat at the beginning of each month.
This is a flow that notifies Google Chat of transactions with overdue payment deadlines in freee Accounting at the beginning of each month. Since notifications are automatically sent at the beginning of each month, the risk of overlooking transactions with overdue payment deadlines is reduced.
Notify in Google Chat when an expense claim is approved in freee Accounting.
When an expense application is approved in freee Accounting, this flow retrieves the application details and sends a notification to Google Chat. By integrating freee Accounting with Google Chat, you can easily share application details with team members, preventing any oversights in sharing or management. Feel free to customize the notification content and the chat room for notifications in Google Chat.
No-Code API Actions
Automation operations
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Automation triggers
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Connect with More Apps!
Connect
freee Accounting
to your favorite apps with Yoom.
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LOGILESS
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Google Chat
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Google Sheets
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Microsoft Outlook
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Slack
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