How to integrate Notion with freee Accounting to register sales transactions in freee Accounting when the status is updated in Notion
How to Integrate Applications
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2024/10/28
How to integrate Notion with freee Accounting to register sales transactions in freee Accounting when the status is updated in Notion
t.aizawa
By integrating Notion with freee Accounting, you can streamline project management and accounting processes. Notion is an excellent tool for information sharing and task management, while freee Accounting specializes in automating accounting tasks. By combining these tools, you can expect improved efficiency in business processes and enhanced consistency and transparency of data. This article explains the specific benefits and integration methods of connecting Notion with freee Accounting, detailing how to achieve business efficiency.
Benefits of Integrating Notion with freee Accounting
Benefit 1: Improved Transparency and Accuracy Across Operations
With the integration of Notion and freee Accounting, when a project's status is updated, sales transactions are automatically registered in freee Accounting. This automation reduces duplicate entries and manual errors, ensuring data consistency. Especially, it allows for timely and accurate information sharing between project management and accounting processes, leading to improved operational efficiency. Additionally, it enhances the speed of sales confirmation and processing, facilitating smoother cash flow management.
Benefit 2: Centralized Data Management
The integration of Notion and freee Accounting allows for centralized management of business data. All information, such as project details, sales data, and task progress, is consolidated in Notion and automatically reflected in freee Accounting through the integration. This eliminates the hassle of switching between multiple systems, enabling the entire team to make decisions based on the latest data. Moreover, it promotes faster and more accurate operations, enhances data visualization through centralized information, and helps reduce the burden on managers.
[About Yoom]
How to Create an Integration Flow Between Notion and freee Accounting
Let's create a flow together using a template where "when a status is updated in Notion, a sales transaction is registered in freee Accounting"!
You can copy the template we will use by clicking "Try it out" 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 refer to "Getting Started with Yoom."
Step 1: Connect Notion and freee Accounting to 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 Notion.
(3) The following content will appear, click "Select Page."
(4) Check the pages you want to allow and click "Allow Access."
(5) Next, register freee Accounting to My Apps. Similarly, click on freee Accounting from the list of new connections in Yoom. (6) The start screen for app integration will appear, click "Allow" at the bottom.
Once the integration is complete, Notion 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 When a Page is Created or Updated in Notion
(1) We will use the template introduced earlier. Click "Try it" on the banner below to copy it.
Click on the app trigger "When a specific database page is created or updated".
(2) From the Notion "Select Integration Account and Action" screen, verify that there are no errors in the account information linked with Notion, keep the trigger action as "When a specific database page is created or updated", and click "Next".
(3) From the "App Trigger API Connection Settings" screen, enter the trigger interval and database ID. ・Trigger Interval: Select from the dropdown menu with intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Database ID: Enter directly ※ Please note that the shortest trigger interval varies depending on the plan.
Once the input is complete, click "Test", and if no errors occur, click "Save".
Step 3: Retrieve Records by Integrating with Notion
(1) Next, retrieve records by integrating with Notion. Click "Retrieve Records (ID Search)".
(2) From the "Database Integration" screen, verify that there are no errors in the account information linked with Notion, and keep the execution action as "Retrieve Records (ID Search)". Select the database ID from the options.
Once the input is complete, click "Test" at the bottom. (3) From the "Database Operation Detailed Settings" screen, select the conditions for the records you want to retrieve from the output. Once the selection is complete, click "Test", and if no errors occur, click "Save".
(4) Next, set the branching conditions. Click "Command Operation".
(5) From the "Specify Branching Conditions" screen, enter the operation, output, and branching conditions. ・Operation: Select from the dropdown ・Output: Select from the dropdown ・Branching Conditions: Enter directly or select from the output Branching conditions can be increased by clicking the red "＋ Add Branching Condition" (up to 5). ※ Branching is a feature available in plans above the Mini Plan (Operation). Please note that operations set in the flow bot will result in an error if you are on the Free Plan. ※ 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 "Register Completed Transactions".
(2) From the freee Accounting "Select Integration Account and Action" screen, verify that there are no errors in the account information linked 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 the options ・Occurrence Date: Enter directly or select from the output ・Client Type: Select from the dropdown ・Client ID: Select from the options ・Tax Code: Select from the options ・Account ID: Select from the options ・Transaction Amount: Select from the output ・Payment Amount: Select from the output ・Account ID: Select from the options ・Account Type: Select from the dropdown ・Payment Date: Enter directly or select from the 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 flow bot "Register sales transactions in freee Accounting when the status is updated in Notion".
Flow Bot Template Used This Time Register sales transactions in freee Accounting when the status is updated in Notion
Other Automation Examples Using Notion and freee Accounting
At Yoom, we have many other examples of automation using Notion and freee Accounting, so let me introduce a few.
1. Register a Client in freee Accounting When the Status is Updated in Notion
By utilizing this flow, it becomes possible to centrally manage customer information in freee Accounting. Since Notion's information is automatically reflected, it reduces manual input and helps avoid human errors. This flow is especially recommended for sales and accounting personnel.
2. Create a Notion page when various applications are created in freee Accounting
Centralizing application content in Notion is expected to facilitate smooth information sharing. By creating a Notion page template, you can freely customize it according to the application content. This is recommended for those who want to reduce the work of transcribing into Notion.
3. Extract tasks due today from the Notion database and send a batch notification to Microsoft Teams
Tasks due today are extracted from the Notion database and automatically notified to Microsoft Teams. You can freely customize the recipient and notification content, which is expected to prevent task omissions.
Additionally, if you want to check templates using Notion and freee accounting, please visit the following site.
The integration of Notion and freee accounting seems to enable business efficiency and centralized data management. In addition to automating sales registration according to project progress, real-time data sharing will reduce manual errors and duplicate entries, strengthening team collaboration. The integration of Notion and freee accounting will simplify accounting processes and project management, contributing to improved transparency and accuracy in company-wide operations.
The person who wrote this article
t.aizawa
I hope everyone's everyday work will be much easier!
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