How to register sales transactions in freee Accounting when the status is updated in Airtable by integrating Airtable with freee HR Labor
How to Integrate Applications
・
2024/10/28
How to register sales transactions in freee Accounting when the status is updated in Airtable by integrating Airtable with freee HR Labor
t.aizawa
By integrating Airtable with freee Accounting, you can automatically register sales transactions in freee Accounting when the status is updated in Airtable. Airtable offers flexible data management, and freee Accounting is a cloud accounting software that supports smooth accounting processes. By linking these two, manual tasks are reduced, and centralized data management becomes possible. Additionally, benefits such as automatic registration of sales transactions and workflow optimization arise, leading to reduced workload and cost savings. This article introduces the specific benefits and integration methods of this linkage.
Benefits of Integrating Airtable with freee Accounting
Benefit 1: Centralized Data Management
When Airtable is integrated with freee Accounting, sales transactions are automatically registered in freee Accounting when the status is updated in Airtable. This allows for centralized management of information such as customer data and sales data. For example, even if different departments use different tools, they can access the same information, increasing business transparency. Furthermore, centralized information management prevents data update omissions and duplication, enabling decision-making based on accurate data. Such integrated management contributes to the optimization of the company's overall business processes and offers the benefit of reducing daily operational burdens.
Benefit 2: Cost Reduction through Workflow Automation
The integration of Airtable and freee Accounting enables the automation of manual business processes. For instance, the automatic registration of sales data reduces the need for manual data entry by employees, allowing human resources to be allocated to other tasks. This not only shortens working hours but also reduces labor costs and minimizes the occurrence of human errors, ultimately reducing correction costs due to mistakes. By automating workflows, a synergistic effect of increased efficiency and cost reduction can be expected.
[About Yoom]
How to Create an Integration Flow between Airtable and freee Accounting
Now, let's create a flow together using a template to "register sales transactions in freee Accounting when the status is updated in Airtable"!
You can copy the template we will use this time by clicking "Try it" on the banner below.
Before Getting Started
If you do not have a Yoom account, please create one from the "Yoom Account Creation Page" below. For basic operations of Yoom, please check "Getting Started with Yoom".
Step 1: Integrate Airtable and freee Accounting with My Apps
(1) After logging into Yoom, select "My Apps" from the left column and click "+ New Connection".
(2) From the list of new connections in My Apps, click on Airtable. (3) Log in with your account from the Airtable sign-in screen.
(4) Next, register freee Accounting with My Apps. Similarly, click on freee Accounting from the list of new connections in Yoom. (5) The start screen for app integration will appear, click "Allow" at the bottom.
Once the integration is complete, Airtable and freee Accounting will be registered in Yoom's My Apps.
This completes the My Apps registration. Next, let's set up triggers using templates!
Step 2: Setting Up When a Record is Updated in Airtable
(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.
Click on "When a record is updated" in the app trigger.
(2) From the "Select Integration Account and Action" screen in Airtable, check that there are no errors in the account information integrated with Airtable (OAuth), keep the trigger action as "When a record is updated," and click "Next."
(3) From the "App Trigger API Connection Settings" screen, select the trigger activation interval. Select the trigger activation interval from the dropdown: 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ※ Please note that the shortest activation interval varies depending on the plan.
Scroll down, check the red frame, and enter the Base ID, Table ID, and field name for Last Modified Time. For information on how to retrieve field information for records, please refer to the following site.
Once the input is complete, click "Test," and if no errors occur, click "Save" at the bottom.
Step 3: Set Branch Conditions
(1) Next, set the branch conditions. Click on "Command Operation."
(2) From the "Specify Branch Conditions" screen, enter the operation, output, and branch conditions. ・Operation: Select from the dropdown ・Output: Select from the dropdown ・Branch Condition: Enter directly or select from output You can add more branch conditions by clicking the red frame "＋Add Branch Condition." (Up to 5) ※ Branching is a feature available with the Mini Plan or higher (operation). Please note that if you are on the Free Plan, the operation set in the flowbot will result in an error. ※ Paid plans like the Mini Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).
Once the input is complete, click "Save" at the bottom.
Step 4: Register Transactions by Integrating with freee Accounting
(1) Next, register completed transactions by integrating with freee Accounting. Click on "Register Completed Transactions."
(2) From the "Select Integration Account and Action" screen in freee Accounting, check that there are no errors in the account information integrated with freee Accounting, keep the action as "Register Completed Transactions," and click "Next."
(3) From the "API Connection Settings" screen, enter the required fields. ・Business ID: Select from candidates ・Occurrence Date: Enter directly or select from output ・Client Type: Select from the dropdown ・Client ID: Select from candidates ・Tax Code: Select from candidates ・Account ID: Select from candidates ・Transaction Amount: Select from output ・Payment Amount: Select from output ・Account ID: Select from candidates ・Account Type: Select from the dropdown ・Payment Date: Enter directly or select from output
Other fields are not required. Please enter the necessary fields. Once the input is complete, click "Test," and if no errors occur, click "Save" at the bottom.
(4) Finally, click "Turn on Trigger."
This completes the flowbot "Register sales transactions in freee Accounting when the status is updated in Airtable."
Flowbot template used this time: Register sales transactions in freee Accounting when the status is updated in Airtable
Other Automation Examples Using Airtable and freee Accounting
At Yoom, we have many other examples of automation using Airtable and freee Accounting, so let us introduce a few.
1. Register a Client in freee Accounting When the Status is Updated in Airtable
When information is updated in Airtable, the client is automatically registered in freee Accounting. This eliminates the need for manual registration in freee Accounting and helps prevent human errors. Utilizing this flow can help maintain the accuracy of information.
2. Register events in Google Calendar using information registered in Airtable
Events are automatically created in Google Calendar based on information from Airtable. By automating this process, it is expected to prevent registration errors or omissions in Google Calendar, making it easier for the team to understand the schedule.
3. Create a record in Airtable when a row is added in Google Sheets
When you enter data into Google Sheets, the information is automatically reflected in Airtable. By utilizing this flow, you can expect to reduce the effort of manual data entry. It is recommended for those who want to avoid duplicate data entry and improve work efficiency.
Additionally, if you would like to check out templates using Airtable and freee accounting, please visit the following site.
The integration of Airtable and freee accounting seems to be an effective means to achieve automatic data updates, centralized management, and workflow efficiency, thereby improving the overall quality of operations. In particular, the automatic registration of sales transactions is expected to streamline accounting tasks and prevent human errors. Additionally, centralized data management will enhance transparency and enable reliable decision-making. By integrating Airtable and freee accounting, you can achieve optimized business processes and efficient management.
The person who wrote this article
t.aizawa
I hope everyone's everyday work will be much easier!
We will continue to send out information on improving work efficiency using Yoom!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
.avif)
.avif)
.avif)
