■Overview
This is a flow to register sales transactions in freee Accounting when the status is updated in Airtable.
■Recommended for
1. Those who use Airtable for business operations
・Those who manage sales transaction data in Airtable
2. Those who use freee Accounting for business operations
・Those in the accounting department responsible for accounting tasks
■Benefits of using this template
freee Accounting is a cloud-based accounting software that allows centralized management of data related to accounting tasks.
However, if you are registering sales transaction data in freee Accounting based on the status in Airtable, you may find it cumbersome to check the status in Airtable each time.
This template allows you to automatically register sales transactions in freee Accounting when the status of a sales transaction record in Airtable is updated, thereby streamlining your operations.
Since there is no need to check the status updates in Airtable, you can seamlessly register sales transactions in freee Accounting.
Additionally, by integrating with chat tools, you can share the registration of sales transactions in freee Accounting among team members.
■Notes
・Please integrate both Airtable and freee Accounting with Yoom.
・Branching is a feature available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the flowbot will result in an error, so please be careful.
・Paid plans such as 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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