When the status is updated in Airtable, create an invoice in freee Invoices.

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■Overview

This is a flow to create an invoice in freee Invoices when the status is updated in Airtable.

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■Recommended for

1. Those who utilize Airtable's database functionality in their business

・Those who manage customer and client information in Airtable

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2. Those in charge of billing operations

・Accounting department personnel who use freee Invoices to carry out their work

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■Benefits of using this template

freee Invoices is a tool that can streamline billing operations.
However, if you manage customer and client information in Airtable and carry out invoice issuance operations in freee Invoices, you may find manual work necessary and cumbersome.

This template allows you to automatically create invoices in freee Invoices when a record's status in Airtable is updated.
This eliminates the need to manually input Airtable information into freee Invoices, increasing the speed of billing operations and improving efficiency.

Additionally, reducing manual work can prevent human errors such as incorrect entries or omissions.

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■Notes

・Please integrate both Airtable and freee Invoices with Yoom.

・Branching is a feature available with the Mini Plan or higher (operations). If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be careful.

・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).

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.

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About the Apps You Use

freee Invoice

Yoom allows you to integrate with the freee Invoice API without any code, enabling the automation of various tasks. For example, you can connect freee Invoice with other tools like Salesforce and kintone to automatically generate documents such as invoices and quotations.

Related apps

freee Accounting

Misoca

Board

Billing Management Robo

PCA Cloud Accounting

Qualified Invoice Issuer Public Registry

freee Invoice

Templates using

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Airtable

Yoom allows you to integrate with Airtable's API without code, enabling the automation of various tasks. For example, you can automatically add data to Airtable or retrieve information from Airtable to integrate with various SaaS platforms.

Related apps

Airtable