Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Accounting & Finance
freee Accounting
When you receive an email with an attached invoice, use AI to read the invoice and register it in freee Accounting.
When receiving an email with an attached invoice, AI is utilized to automatically read the invoice content and register the billing information in freee Accounting. There is no need to open the email, download the file, or manually enter the information into freee. Additionally, by incorporating a review by the person in charge, more accurate invoice information integration is possible.
Stripe
Gmail
When the subscription details are changed in Stripe, notify via Gmail.
When a subscription is changed in Stripe, Yoom's business workflow automatically notifies Gmail. This eliminates the need for manual notification tasks and ensures that you have important information.
Stripe
When the subscription details are changed in Stripe, notify Google Chat.
This is a business workflow that automatically notifies Google Chat when the subscription details are changed in Stripe. This eliminates the need for manual checks and allows for quick information sharing among team members.
Stripe
Notion
When the subscription details are changed in Stripe, add them to Notion.
Automatically add subscription changes in Stripe to Notion using Yoom's workflow. Eliminate manual effort and improve operational efficiency and data accuracy.
Stripe
Backlog
When the subscription details are changed in Stripe, add a task to Backlog.
This is a business workflow that automatically adds tasks to Backlog when a subscription is changed in Stripe. It reduces manual input and enables quick and accurate responses.
Money Forward Cloud Invoice
Notion
When the status is updated in Notion, create an invoice in Money Forward Cloud Invoicing.
When the status is updated in Notion, this flow creates an invoice in Money Forward Cloud Invoicing. This eliminates the need to manually operate Money Forward Cloud Invoicing when creating invoices, allowing for increased efficiency.
Google Drive
Google Forms
When the Google Form is submitted, generate an invoice with the content and save it to Google Drive.
When a Google Form is submitted, this flow generates an invoice based on the submitted content and saves it to Google Drive. By using this flow, routine invoice issuance tasks are automated, leading to improved operational efficiency. Since tasks that were previously done manually are automated, it helps prevent human errors.
freee Accounting
Microsoft Outlook
When an expense claim is created in freee Accounting, send an email in Outlook.
When a new expense application is created in freee Accounting, this flow sends the application details via Outlook. By integrating freee Accounting with Outlook, you can avoid the need to manually send expense application details to Outlook, ensuring you stay updated with the latest information and preventing any omissions in sharing.‍
Stripe
Google Sheets
When a subscription is signed up on Stripe, store the information in a Google Spreadsheet.
This is a flow bot that automatically stores subscription information in a spreadsheet when a new subscription is made on Stripe. It retrieves detailed information such as the customer's name who subscribed and the subscription period, and automatically stores the information in a specified spreadsheet. You can freely change the target spreadsheet and the information to be stored for your use. By using this flow bot in conjunction, you can synchronize Stripe subscription information with a spreadsheet.‍
Xero
Google Sheets
When a row is updated in Google Sheets, send an invoice from Xero via email.
When a row is updated in Google Sheets, this flow sends an invoice from Xero via email. By using this flow, you can complete the task of sending emails solely through operations on Google Sheets. It is recommended for those who want to streamline routine tasks.
Google Sheets
MakeLeaps
When a row is updated in Google Sheets, send a document from MakeLeaps.
When a row is updated in Google Sheets, this flow sends a document from MakeLeaps. By using this flow, you can automate the information update process, thereby improving work efficiency. The person in charge can allocate the saved time to other tasks, contributing to increased productivity.
Google Sheets
Board
When a row is added to Google Sheets, register the customer on the board.
When a row is added to a Google Spreadsheet, this flow registers the customer on the board. This allows for speedy management of customer information on the board, improving work speed and efficiency.
Google Sheets
Money Forward Pay for Business
When a row is added to Google Sheets, register the customer in Money Forward Kakebarai.
When a row is added to the Google Spreadsheet, this flow registers the customer in Money Forward Kakebarai. This eliminates the need to add customer information to both the Google Spreadsheet and Money Forward Kakebarai, ensuring data consistency.
Google Sheets
freee Accounting
When a row is added to Google Sheets, register the client in freee Accounting.
This is a flow for registering a client in freee Accounting when a row is added to a Google Spreadsheet. When a client is added in Google Spreadsheet, it is automatically registered in freee Accounting, allowing for more efficient manual work.
Google Sheets
Money Forward Cloud Invoice
When a row is added to Google Sheets, register the client in Money Forward Cloud Invoicing.
When a row is added to a Google Spreadsheet, this flow registers a client in Money Forward Cloud Invoice. It helps prevent errors that occur with manual work and maintains data consistency between tools, thereby streamlining back-office operations.
Google Sheets
Misoca
When a row is added to Google Sheets, register the client in Misoca.
When a row is added to a Google Spreadsheet, this flow registers a client in Misoca.
Google Sheets
Billing Management Robo
When a row is added to Google Sheets, register the billing address with the billing management robot.
When a row is added to Google Sheets, this flow registers the billing information with the billing management robot. By automating the registration with the billing management robot, the risk of input errors is reduced, and it is possible to shorten the working time.
Google Sheets
Xero
When a row is added in Google Sheets, create a purchase order in Xero.
This is a flow for creating a purchase order in Xero when a row is added in Google Sheets. By using this flow, the creation of quotes is automated, improving operational efficiency. It is recommended for those who want to reduce administrative tasks and enhance productivity.
Google Sheets
MakeLeaps
When a row is added in Google Sheets, create a contact in MakeLeaps.
This is a flow that creates a contact in MakeLeaps when a row is added in Google Sheets. By using this flow, you can automate the task of transferring information, thereby improving work efficiency. The person in charge can allocate the saved time to other tasks, contributing to increased productivity.
Google Drive
Google Sheets
When a row in Google Sheets is updated, generate an invoice and save it to Google Drive.
When a row in a Google Spreadsheet is updated, this flow generates an invoice and saves it to Google Drive. By using this flow, routine invoice issuance tasks are automated, leading to improved operational efficiency. Since tasks that were previously done manually are automated, it helps prevent human errors.
Stripe
freee Accounting
When a payment is created in Stripe, register a sales transaction in freee.
When a payment is created in Stripe, a sales transaction is automatically registered in freee. The transaction in freee is recorded as an unsettled transaction.
freee Accounting
HubSpot
When a deal is created in HubSpot, also create a client in freee Accounting.
When a new deal is created in HubSpot, this flow also creates a client in freee Accounting. By integrating HubSpot with freee Accounting, the process of registering client information is automated, contributing to the efficiency of sales activities and accounting operations.
freee Accounting
Update the client information in freee Accounting based on emails with specific subjects in Outlook.
This is a business workflow that automatically updates client information in freee Accounting when an email with a specific subject is received in Outlook. It eliminates the need for manual input and improves the timeliness and accuracy of the information.
freee Accounting
Update freee account information with the input form content.
The information entered in the input form automatically updates the specified partner's freee account information. It is also possible to share the created form with the partner and have them enter the information directly into the form.