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Are you experiencing challenges with manual tasks and information sharing within your team in client management and accounting operations?
By integrating CollaboFlow with freee Accounting and implementing automation to register client information submitted in CollaboFlow into freee Accounting, you might be able to solve these issues.
This eliminates the need for manual data entry, preventing registration errors and omissions.
Additionally, since client information is registered in real-time, inter-departmental collaboration will become smoother.
Traditionally, manually entering client information approved in CollaboFlow into freee Accounting involves multiple steps and can be burdensome.
However, when a client is submitted in CollaboFlow, it is automatically registered in freee Accounting, reducing manual tasks.
This helps prevent human errors such as registration mistakes or omissions, ensuring accurate client information registration.
Moreover, the time spent on these tasks is reduced, allowing staff to focus on other responsibilities.
This is particularly useful during busy periods or when multiple client registrations are required.
By automatically reflecting clients submitted in CollaboFlow into freee Accounting, client information can be registered in real-time.
For example, when client information is automatically registered in freee Accounting, end-of-month closing checks are reduced, allowing for smoother operations.
This ensures that the latest client data is always maintained, making it easier to create invoices and quotations and communicate with clients.
In this way, smooth operations become possible, and the speed of accounting tasks is expected to improve.
When information sharing between departments is smooth, the overall team collaboration is expected to strengthen.
For example, by implementing automation to register client information submitted in CollaboFlow into freee Accounting, centralized management of client information becomes possible.
This makes it easier for the sales department to grasp transaction statuses, and the accounting department can quickly issue invoices.
Therefore, inter-departmental communication is minimized, reducing the need for frequent interactions.
We will introduce the automation method using Yoom by integrating CollaboFlow with freee Accounting.
[What is Yoom]
This time, we will introduce the setting method for the following template: "Registering clients submitted in CollaboFlow into freee Accounting."
By using this template, there is no need to set up automation from scratch, making it convenient.
Read the following screen display and click "OK".
The following screen will be displayed, so check the "Title" and "Description".
If you want to make changes, click the relevant part to modify it.
First, to set up the CollaboFlow, click "When a route Webhook is received (Webhook trigger)".
When the following screen is displayed, check the settings.
The following screen will be displayed, so click the red frame to copy the Webhook.
For instructions on how to set up the Webhook, please check here.
Click in the order of "App Settings" → "Route Settings" → "Select the relevant route" → "Webhook" → "New Registration".
When the following screen is displayed, please configure the settings.
Once the settings are complete, click "Save".
Send a Webhook event or execute the triggering event, then click "Test" → "Test Success" → "Save" on the Yoom screen.
Next, to set up the retrieval of CollaboFlow application details, click "Retrieve Application Details".
The following screen will be displayed, so check the settings.
When the following screen is displayed, set the "Instance Name" and "Application Code" as instructed.
Scroll down to set the "Document ID".
Since it will be set using the output from "When a route Webhook is received", click the arrow within the red frame.
Once the output is displayed, select the Document ID.
Once the settings are complete, click "Test" → "Test Success" → "Save".
Next, to set up freee accounting, click "Create Client".
The following screen will be displayed, so check the settings.
When the following screen is displayed, select the "Office ID" from the candidates.
Click inside the frame to display the candidates and select the relevant ID.
The following screen will be displayed, so set the "Client Name".
Select the client name from the output of "Retrieve Application Details".
If there are other necessary items, use the output to configure them.
Once the settings are complete, click "Test" → "Test Success" → "Save".
Finally, click "Turn on Trigger" to complete the automation settings.
Check if the flow bot starts correctly.
Here is the template used this time.
1. This is a flow where expenses applied in CollaboFlow are automatically registered as transactions in freee Accounting.
Since the expense information applied in CollaboFlow is registered in freee Accounting, there is no need for manual entry.
This reduces the risk of incorrect registration as manual input is not required.
2. This is a flow that automatically updates client information in freee Accounting when a row is updated in Google Sheets.
It is recommended for those who also register client information in Google Sheets.
When data in Google Sheets is updated, freee Accounting is automatically updated as well, allowing you to maintain the most up-to-date information.
3. This is a flow that automatically notifies Microsoft Teams when an expense claim is approved in freee Accounting.
Since notifications of expense claim approvals are automatically received, it will make the confirmation process easier.
It eliminates the need for manual notifications, thus reducing effort.
Automating the traditional manual process of client registration will bring significant benefits to the person in charge.
It prevents registration errors and omissions that are common with manual entry and allows for real-time data management.
Additionally, it enables accurate client registration, which is expected to improve the accuracy of operations.
Furthermore, since client data is centralized, collaboration between different departments will become smoother.
As introduced, automation using Yoom can be easily implemented and will contribute to reducing the burden on the person in charge.
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