■Overview
This is a flow to register sales transactions in freee Accounting when the status is updated in Notion.
■Recommended for
1. People who use Notion for business operations
・Those who manage sales transactions using Notion's database
2. People who utilize freee Accounting in their business
・Accounting personnel managing transaction information with freee Accounting
■Benefits of using this template
By using freee Accounting, you can centrally manage accounting data, facilitating smooth business operations.
However, if you are manually linking sales transaction data managed in Notion to freee Accounting, you may find it time-consuming and cumbersome.
This template allows you to automatically register sales transactions in freee Accounting when the status of a sales transaction record is updated in Notion.
By automating operations in freee Accounting according to the status, you can prevent input errors and omissions, ensuring accurate data linkage between tools.
By integrating with a chat tool after this flow, you can notify the registration of sales transactions in freee Accounting, facilitating smooth information sharing.
■Notes
・Please integrate both Notion 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 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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