Integrate Google Sheets with freee Invoices so that when data in Google Sheets is updated, invoices are automatically generated in freee Invoices.

How to Create a Workflow for Integrating Google Sheets and freee Invoices

From here, we will explain the steps for app integration. The general flow is as follows.

・Integrate Google Sheets and freee Invoices with My Apps
・Copy the template
・Set a trigger in Google Sheets and an action in freee Invoices
・Set the trigger to ON and complete the preparation for workflow operation
If you are already registered with Yoom, log in. If not, register for free and proceed with the setup.

Step 1: Integrate Google Sheets and freee Invoices with My Apps

First, integrate Google Sheets and freee Invoices with My Apps.
After logging in to Yoom, click "My Apps" on the left side of the screen and proceed with the setup from "+ New Connection".
Next, search for and click on Google Sheets.

Then click "Sign in with Google" and log in with the Google account you want to use. Grant access during authentication to complete the My Apps integration.
Next, search for and click on freee Invoices.

After logging in with your freee account, click "Allow" on the app integration start screen to complete the My Apps integration.

Next, let's copy the Flowbot template.
Log in to Yoom and click "Try it out" on the banner below.

When the message "Template has been copied!" appears, click "OK" to complete the copy.

Step 2: Set the Trigger

Next, set the action for Google Sheets.
Click "When a row is updated".

Next, edit the title as desired and check the account information.
Ensure the correct account is selected in "Account information linked with Google Sheets".
The "Title" can be edited as desired. However, do not change the "Trigger Action" and click "Next".

Next, set the trigger interval time and the details of the spreadsheet.
The "Trigger Interval Time" can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Please note that the shortest activation interval varies depending on the plan.
Select "Spreadsheet ID" and "Sheet ID" from the suggestions displayed when you click the field.

Enter "Table Range", "Unique Column", and "Column to Detect Updates" while checking the spreadsheet.
This time, we set it by comparing it with the spreadsheet in the image.
Once the settings are complete, click "Test".

After the test is complete, check if the information obtained from the spreadsheet is displayed in the output.
After confirmation, click "Save".

Step 3: Set Up Client Data Retrieval

Next, set up to retrieve client data from freee Invoices.
Click "Search Clients".

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As before, edit the title as desired and check the account. Proceed by clicking "Next" without changing the action.

Next, set up the connection for freee Invoices.
Select "Office ID" from the suggestions displayed when you click the field.
Add items that match part of the client's keyword in "Search Keyword". As before, suggestions will be displayed when you click the field. This time, we selected "Client".
Once the settings are complete, click "Test".

If the test is successful, the information obtained from freee Invoices will be displayed in the output.
After confirmation, click "Save".

Step 4: Set the Action

Next, set the action for freee Invoices.
Click "Create Invoice".

Again, edit the title as desired and check the account.
Proceed by clicking "Next" without changing the action.

Next, set the details of the invoice. Follow the annotations to set it up.
Select "Office ID", "Subject", and "Client ID" from the suggestions displayed when you click the field.
For "Form Template ID", suggestions will be displayed when you click the field, but if not selected, the office-specified template will be automatically selected.
Set "Branch Number" and "Payment Due Date" as desired.
Enter "Invoice Date" in the format "2021-08-01" as per the annotation.
If "Invoice ID" is set, it will take precedence over the client ID for information retrieval.
"Title" can be selected from "None", "Attn.", or "Mr./Ms.".

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Set "Remarks" and "Internal Memo" as desired.
Select "Tax Inclusion/Exclusion" as either excluding or including tax.
Select "Tax Fraction Calculation Method" as either rounding, truncating, or rounding up.
Select "Withholding Tax Calculation Method" as either excluding or including tax.

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Next, set the invoice line items.
Select "Line Item Type" as either item line or text line. If not entered, it will be an item line, and tax rate and quantity input will be required.
Select "Description (Item Name)" from the items displayed when you click the field. This time, we selected "Item Name" obtained from the spreadsheet.
Enter "Transaction Date" in the format "2021-08-01" as per the annotation.
Set "Unit" and "Unit Price" as desired.
Select "Reduced Tax Rate Target" and "Withholding Tax Target" as either "Not Applicable" or "Applicable".
Select "Account ID" from the suggestions displayed when you click the field.
Once the settings are complete, click "Test".

Check the information displayed in the output, and if there are no issues, click "Save".

Click "Turn on Trigger" to prepare for flow operation.

With this, an invoice will be automatically created in freee Invoices when a row is updated in Google Sheets.

Other Automation Examples Using Google Sheets

1. Register an Event in Google Calendar When It's Added to Google Sheets

This flow streamlines schedule management and enhances data transparency.
You can organize your schedule using only Google Sheets, allowing for quick information sharing.

2. Convert the CSV received by email into a spreadsheet and add it to another spreadsheet

This is a flow that can reduce manual conversion and data addition tasks.
It is expected to automate most of the clerical work, creating an environment where you can focus on other tasks.

3. Register employee information in HRMOS when added to Google Sheets

This is a flow that streamlines employee information management.
By synchronizing work in Google Sheets, the same information is added to HRMOS, which is expected to improve work efficiency and accuracy.

Summary

The integration of Google Sheets and freee Invoices contributes to the efficiency of billing operations.
This automation, which can be achieved without programming, is expected to improve work efficiency, especially in companies with many clients or in environments with a lot of remote work.
It allows for the reduction of manual tasks, speeds up processes, and enables work to be carried out regardless of location, freeing you from cumbersome tasks.

Take this opportunity to utilize Yoom's app integration and experience the automation of your operations.