■Overview
This is a flow that registers sales transactions in freee Accounting when the status is updated in @pocket.
■Recommended for
1. Those who use @pocket for business operations
・Those who utilize @pocket for managing sales transactions
2. Those in charge of accounting tasks
・Members of the accounting department using freee Accounting
・Those who want to streamline the registration process in freee Accounting
■Benefits of using this template
freee Accounting is a tool that contributes to the efficiency of accounting tasks and facilitates smooth business operations.
However, if you are registering sales transactions based on information from other departments, you may find the input process time-consuming and inefficient.
This template allows you to automatically register sales transactions in freee Accounting when the status is updated in @pocket, thereby improving operational efficiency.
Even if the data source is another department, registration in freee Accounting can be done seamlessly, reducing the workload.
Additionally, it prevents distractions from other tasks and avoids input errors or omissions.
■Notes
・Please integrate both @pocket and freee Accounting with Yoom.
・Branching is a feature available with the Mini Plan or higher (Operation). If you are on the Free Plan, the operation of the flow bot you set 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.
.avif)
.avif)
.avif)
