Flow bot Templates
Discover ready-to-use automation templates for seamless workflow integration.
Category
Accounting & Finance
freee Accounting
Discord
Notify Discord of transactions past their due date in freee Accounting at the beginning of each month.
This is a flow that notifies Discord of transactions with overdue payment deadlines in freee Accounting at the beginning of each month. By using this flow, you can regularly check for transactions that you have forgotten to pay and prompt necessary actions. Notifications are automatically sent to Discord, reducing the effort required for checking.
Stripe
Discord
Notify Discord if a payment fails on Stripe
This is a business workflow that automatically notifies Discord when a payment fails on Stripe. It shares issues in real-time, promoting quick responses and team collaboration.
freee Accounting
Create an invoice in freee from the Yoom database
You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.‍
freee Invoice
Create an invoice in freee Invoices from the information received in Google Forms and send it via Gmail.
This is a business workflow that automatically creates invoices in freee from Google Form information and sends them via Gmail. By automatically reflecting the information from Google Forms in freee invoices and sending them through Gmail, it reduces manual processing time.
freee Accounting
Create a quotation in freee from the Yoom database
You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍
Stripe
Salesforce
Create a payment link from Salesforce for Stripe and send it via email.
This is a flow for creating a payment link for Stripe from Salesforce and sending it via email. By using this flow, you can automate the process from generating the link to sending it. This helps improve operational efficiency by eliminating routine tasks.
Stripe
Notion
Gmail
Create a payment link from Notion using Stripe and send it via Gmail.
This is a flow for creating a payment link from Notion for Stripe and sending it via Gmail. Since the Stripe payment link can be created automatically, billing operations can be carried out quickly.
Stripe
Notion
Create a payment link from Notion for Stripe and send it via email.
This is a flow for creating a Stripe payment link from Notion and sending it via email. By using this flow, you can automate the process from generating the link to sending it. This helps improve work efficiency by eliminating routine tasks.
Stripe
HubSpot
Gmail
Create a payment link from HubSpot using Stripe and send it via Gmail.
This is a flow for creating a payment link in Stripe from HubSpot and sending it via Gmail. By automatically creating a payment link in Stripe based on the values obtained from HubSpot, manual tasks can be streamlined and transaction operations can be made more efficient.
Stripe
Airtable
Gmail
Create a payment link from Airtable for Stripe and send it via Gmail
This is a flow for creating payment links from Airtable for Stripe and sending them via Gmail. It eliminates the need for manual work in Stripe, allowing for a reduction in working hours. Additionally, it enables quick verification of payment links.
ChatGPT
Create a draft invoice using ChatGPT based on the information from the Google Form and send a notification.
This is a business workflow that utilizes Google Forms data to automatically draft invoices with ChatGPT and notify relevant parties. It reduces manual work and ensures a quick and accurate billing process.
ChatGPT
Create a draft invoice using ChatGPT based on the contents of Outlook and send a notification.
This is a business workflow that automatically generates invoices from Outlook emails, drafts them with ChatGPT, and then notifies the relevant parties. It supports the streamlining of billing operations and the reduction of errors.
ChatGPT
Create a draft invoice using ChatGPT based on the contents of Gmail and send a notification.
The workflow automatically analyzes billing-related emails in Gmail and drafts and notifies invoices using ChatGPT. This reduces workload and improves operational efficiency.
ChatGPT
Create a draft invoice using ChatGPT based on the content posted in Microsoft Teams and send a notification.
This is a business workflow where ChatGPT automatically drafts invoices based on Microsoft Teams posts and notifies the relevant parties. This eliminates the manual effort of creating invoices, improving efficiency and preventing errors.
ChatGPT
Create a draft invoice using ChatGPT based on the content of Slack posts and send a notification.
A business workflow that automatically creates and notifies invoice drafts using Yoom and ChatGPT based on Slack posts. It reduces manual tasks and supports improved operational efficiency.
freee Accounting
Collect invoices through the input form and register transactions in freee.
The invoice information uploaded to the input form will be automatically registered as an unpaid transaction in freee. It is also possible to store the invoice file in freee's file box and link it to the transaction. You can share the created input form with external parties (such as business partners) and have them upload invoices directly to the form.
Qualified Invoice Issuer Public Registry
Microsoft Outlook
Slack
Check the registration status of the qualified invoice issuer for invoices received in Outlook using the Qualified Invoice Issuer Publication System and notify via Slack.
This is a flow that checks the registration status of qualified invoice issuing businesses for invoices received in Outlook using the Qualified Invoice Issuer Publication System and notifies Slack. By streamlining the verification process, billing operations become smoother, and the workload on the person in charge can be reduced.
ChatGPT
Based on the information from Jotform, draft an invoice with ChatGPT and notify.
The workflow automatically creates and sends invoices using ChatGPT based on customer data collected through Jotform. This reduces the hassle of invoicing tasks and enables prompt notifications.
Square
freee Accounting
After creating payment information with Square, create a client in freee Accounting
When a new payment is created in Square, this flow creates a client in freee Accounting. By integrating Square with freee Accounting, you can automatically create clients, eliminating any gaps or omissions in information management. Additionally, you can also register Square's payment information individually in freee Accounting.‍
Stripe
Microsoft Excel
Add to Microsoft Excel when payment is made with Stripe
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate smooth information sharing and subsequent processing, as well as prevent transcription errors in amounts and customer information.
Stripe
Google Sheets
Add to Google Spreadsheet when payment is made through Stripe
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate information sharing and subsequent processing, as well as prevent transcription errors of amounts and customer information.