Automate your daily work by linking with the freee Accounting API without code! | Yoom

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.

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freee Accounting

freee Accounting

Flowbot Templates

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Register a new client in freee from the input form

Register a new client in freee using the information from the input form. You can also register account information and contact person details.

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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.

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Create a quotation in freee from the Yoom database

You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍

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Create an invoice in freee from the Yoom database

You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.‍

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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.

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Update freee account information with the input form content.

The information entered in the input form automatically updates the specified partner's freee account information. It is also possible to share the created form with the partner and have them enter the information directly into the form.

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Register a client from the Yoom database to freee

Register a new client in freee from the Yoom database.‍

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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.

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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.

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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.

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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.

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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.

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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.

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Store the invoice received by email in the freee accounting file box.

This is a flow for storing invoices received via email in the freee accounting file box. It eliminates the need for manual invoice downloads and uploads to freee accounting, leading to significant time savings.

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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.

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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.‍

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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.

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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.

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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.

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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.‍

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No-Code API Actions

Automation operations

Get Business List

Create Unpaid Transaction

Create Settled Transaction

Get Account List

Get Unpaid Transaction ID List

Get list of IDs for unpaid deals past due date

Retrieve Deal

Create Deal Payment (Record Settlement)

Get invoice list

Get invoice details

Get estimate list

Get estimate details

Create Partner

Search Partners

Get Business Partner Details

Update Business Partner (Basic Info)

Update Business Partner (Bank Account Info)

Get Account Items List

Upload Evidence File to File Box

Retrieve transaction details list

Retrieve approval request list

Retrieve specific approval request details

Search approval requests

Create journal voucher

Create Custom Request

Get Department List

Create Unpaid Transaction (Multiple Line Items)

Create Settled Transaction (Multiple Line Items)

Create Payment Request

Get Payment Request List

Search Payment Requests

Get Payment Request Details

Update File Box Receipt File Information

Get Approval Route List

Get Request Form List for Various Applications

Get Request Form Details for Various Applications

Download Evidence File from File Box

Update Various Applications

Update deal

Create Expense Request

Get Expense Application List

Search Expense Application Information

Get Details of a Specific Expense Application

Delete Transaction

Get Income Statement

Get Balance Sheet

Get manufacturing cost report

Get manufacturing cost report (year-on-year comparison)

Get manufacturing cost report (department comparison)

Approve various applications

Search transactions

Get list of users belonging to a company

Create invoice

Get tax code list for company

Create deal line items

Get item list

Get memo tag list

Get segment tag list

Update transaction line items

List transactions

Update transaction payment line

Search Account Statements

Get Business Partner List

Automation triggers

When an expense application, various applications, or payment request is created or updated

When expense claims, various requests, and payment requests are approved

When an expense application is created or updated (webhook)

When various applications are created or updated (webhook)

When a payment request is created or updated (webhook)

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Explore Apps Pricing Blogs

Features

App Integration Forms AI-OCR Summarization Database Chrome Extension

Email Action Requests Data Management Data Transformation Browser Automation Documents

Templates

Flowbot Database

Terms of use Privacy Policy Security Policy

© Yoom Inc.