Integrate JUST.DB with freee Invoices to automatically issue invoices in freee Invoices whenever a record is updated in JUST.DB.

Step 1: Register JUST.DB and freee Invoice as My Apps

Please register JUST.DB and freee Invoice as My Apps to connect them to Yoom.
By registering My Apps in advance, you can easily set up automation.

Let's register JUST.DB as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Use "Search by App Name" to find JUST.DB or look for it in the app list.

The following screen will be displayed, so please refer to the instructions and set the "Account Name" and "Access Token".

Next, please register freee Invoice as a My App.
Similarly, search for freee Invoice in the list or use the search bar.
When the "Start App Integration" screen appears, scroll down and click "Allow".

If JUST.DB and freee Invoice are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

To set up automation, please click "Try it" on the banner below.

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If changes are needed, please make them from the page below.
First, to perform the settings in JUST.DB, click "When a Webhook event is received".

Step 3: Setting the JUST.DB trigger that initiates the flow and the subsequent freee invoice operation settings

When the following screen is displayed, check the settings.

• "Title" → Set as desired
• "Account information linked with JUST.DB" → Confirm the account to be used
• "Trigger Action" → When a Webhook event is received
  

The following screen will be displayed, click inside the red frame and copy the Webhook URL.
Check the setup method from here.
Send a Webhook event or execute the trigger event, then click "Test" → "Test Successful" → "Save".

Next, to set up retrieving records, click "Retrieve Records".
When the following screen is displayed, check the settings.

• "Title" → Set as desired
• "Account information linked with JUST.DB" → Confirm the account to be used
• "Action" → Retrieve Records
  

The following screen will be displayed, set the "Domain" as desired.

Next, set the "Table Identifier".
Utilize the output from "When a Webhook event is received" and select the table identifier as follows.
Click the arrow inside the red frame to select the output.

Also set the "Record ID" using the output, in the same way as before.
Once set, click "Test" → "Test Successful" → "Save".

Next, to set up freee invoice, click "Create Invoice".
When the following screen is displayed, check the settings.

• "Title" → Set as desired
• "Account information linked with freee invoice" → Confirm the account to be used
• "Action" → Create Invoice
  

The following screen will be displayed, set the "Office ID".
Click inside the frame to display candidates and select the applicable Office ID.

Scroll down and set the "Invoice Date".
Click in the order of "Date" → "Today" → "%Y-%m-%d".

Set other items using the output from "Retrieve Records" and "Date".
Once set, click "Test" → "Test Successful" → "Save".

Step 4: Turn ON the trigger button and verify the integration operation between JUST.DB and freee invoice

Finally, click "Turn ON Trigger" to complete the automation setup.
Check if the flowbot starts correctly.

Here is the template used this time.

Other Automation Examples Using JUST.DB

1. This is a flow that automatically registers inquiries received in Outlook to JUST.DB.
When an inquiry is received in Outlook, the data is registered in JUST.DB, making it easier to manage inquiry data.
Manual transcription is no longer necessary, significantly reducing effort and time.

2. This is a flow where a record is automatically added to kintone when it is registered in JUST.DB.
It is recommended for those who want to automatically synchronize data between JUST.DB and kintone.
Centralizing data will facilitate smooth sharing within the team.

3. This is a flow that automatically creates a folder in Google Drive when a record is registered in JUST.DB.
Since the data from JUST.DB is stored in Google Drive, it becomes easier to share and manage the data.
If the data is separated by project or customer, it is convenient when checking the data.

Summary

Issuing invoices without relying on manual work can help improve the accuracy and speed of operations.
By using data updates in JUST.DB as a trigger to automatically issue invoices with freee Invoices, the workload on accounting staff can be reduced.
Additionally, collaboration between different departments will become smoother, facilitating better communication.
This may prevent input omissions and errors during invoice creation, leading to increased reliability from customers.

Automation using Yoom will be a great aid in improving business operations for companies.