How to automatically register a client in freee Accounting when information in kintone is updated by linking kintone with freee Accounting

When managing order information using kintone and freee accounting, do you ever feel that the data entry process is tedious?
This article introduces a method to automatically register clients in freee accounting whenever information in kintone is updated by integrating kintone with freee accounting.
By integrating, you can automate data entry tasks, which may lead to increased productivity.
Moreover, by utilizing Yoom, you can integrate apps without needing specialized knowledge such as programming.
We will explain in detail the specific integration methods and how to create flow bots that can be automated.

Please take a look.

Benefits of Integrating kintone and freee Accounting

Benefit 1: Automating Registration Tasks Saves Time and Avoids Errors

By integrating kintone and freee accounting, you can reduce the manual work of registering clients and prevent input errors or omissions.
Especially when there are many registrations, automating data entry can reduce the burden of administrative tasks.
For example, suppose a sales representative enters contract information into kintone, and the accounting department checks for updates each time and registers the information in freee accounting.
If you integrate kintone with freee accounting, you can eliminate the hassle of entering contract information and prevent human errors.
As a result, you can spend more time on important tasks such as issuing contracts, potentially improving work efficiency.

Benefit 2: Maintain Up-to-Date Customer Information

By integrating kintone and freee accounting, the latest information is automatically added to freee accounting, which can help maintain data consistency.
When information is added manually, there may be timing discrepancies or the possibility of duplicate information.
By automating information addition, you can maintain data consistency between kintone and freee accounting.
This can lead to smoother communication between different teams, such as sales and accounting, and potentially improve overall productivity.

We have discussed the benefits of integration, but some people may feel that the hurdles are high, such as "I don't know how to integrate, I lack knowledge, it seems difficult."
Why not try using Yoom, which allows you to easily create flow bots for app integration and automation without coding?

[What is Yoom]

How to Create an Integration Flow Between kintone and freee Accounting

Let's create a flow bot that "registers a client in freee accounting when the status is updated in kintone"!
We will introduce the steps to operate using Yoom through the actual settings screen.
Let's set it up together!

First, click the banner below to copy the template you will use!

Clicking on the banner will take you to the Yoom template site.
Please click "Try this template" displayed on the screen.

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When you click, a message will appear saying the copy is complete, so select "OK".

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The template has been successfully copied!
The copied template is saved in My Projects.

Step 1: Connect kintone and freee accounting to My Apps

Next, connect Yoom with the app.
This operation allows you to link apps and create a flow bot.

1. Connect kintone with Yoom

First, let's connect kintone.
After logging into Yoom's My Projects, click My Apps displayed at the top left and select New Connection.

Select kintone in the new connection of My Apps.

Enter the subdomain, client ID, and client secret.
For detailed instructions on registering My Apps in kintone, please check here.
If you encounter issues with registering My Apps in kintone, please check here.

The registration of My Apps in kintone is now complete!

2. Connect freee accounting with Yoom

Next, let's connect freee accounting.
Similarly, click My Apps → New Connection in Yoom's workspace.

Please select freee accounting in the new connection of My Apps.

After clicking, the login screen for freee accounting will appear, so enter your email address and password.

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Scroll through the screen to start app integration and click "Allow".

The registration of My Apps in freee accounting is now complete!

Step 2: Set the Trigger in kintone

Next, configure the flow bot.
Click "When updated to a specified status".

1. Select the Linked Account and Action

・The title can be freely changed.
・Check if the account information linked with kintone is the account you want to link, and click "Next".

2. Set the Webhook Event Reception for the App Trigger

・Copy the displayed webhook URL and set it in the kintone admin panel.
・Enter the desired status name in the status.
・Perform the webhook event (update to specified status) and click Test.

・If the test is successful and the kintone output is obtained, save it.

Step 3: Set the Action in kintone

Next, click "Retrieve Record" to proceed with the settings!

1. Database Integration

・The title can be changed.
・Check the kintone account information.

・Please enter the App ID.

2. Detailed Settings for Database Operations

・For the conditions of the record you want to retrieve, enter the record ID obtained from the trigger and test it.

・If the test is successful and the output is obtained, save it.
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Step 4: Set the Action in freee Accounting

This is the final item!
Click "Create Client" to complete the setup!

1. Select the Linked Account and Action

・The title can be freely changed.
・Check the account information linked with freee accounting and click "Next".

2. API Connection Settings

・Select the business ID from the options.
・For the client name, select from the kintone output and embed it as shown in the attached image.
・For other fields you want to input, also select from the kintone output.
・Once you have entered the information, test and save it.

Once saved, a message will appear saying the setup is complete! Click "Turn on Trigger".

The flow bot setup is now complete!

Examples of Other Automations Using kintone and freee Accounting

There are other templates available that allow for automation using kintone and freee Accounting!

1. This template automatically adds approved expense claims in freee Accounting to the kintone database.
By integrating, you can automatically add approved expense claim information to kintone without checking freee Accounting.
As a result, you can reduce the manual task of adding expense claim information, allowing you to spend more time on more important tasks such as issuing invoices.

This is a template that automatically registers a client in freee Accounting when a record is registered in kintone.
By automating the task of manually adding freee Accounting information to kintone, it seems possible to prevent input errors and reduce the workload.
Furthermore, it is expected to manage data in its most up-to-date state and maintain data consistency.
Reducing the burden of administrative tasks and preventing human errors may ultimately improve business productivity.

This is a template for storing approved expense claims in the kintone database and notifying Google Chat when they are approved in freee Accounting.
By receiving notifications in Google Chat, the risk of missing approved expense claim information can be reduced.
One of the attractions of Yoom is that you can easily create a template that can be automated just by registering it as My App!

Summary

By integrating kintone with freee Accounting, it seems possible to reduce the manual input work of registering clients.
Additionally, since information is automatically added, it becomes possible to keep data up-to-date.
As a result, the burden of tasks performed by people is reduced, which may improve work efficiency.‍
Furthermore, by utilizing Yoom, you can perform app integration without code and create flow bots that can be automated.
Since no difficult knowledge is required, I think it is a recommended tool for beginners.
Why not take this opportunity to integrate kintone with freee Accounting, automate registration tasks, and streamline data management?

You can issue a Yoom account from here.