When the status is updated in SPIRAL, register a sales transaction in freee Accounting.

■Overview

This is a flow to register sales transactions in freee Accounting when the status is updated in SPIRAL.

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■Recommended for‍

1. Those who use SPIRAL in their work

・Those who centrally manage customer and transaction information in SPIRAL

・Those who proceed with subsequent tasks according to the status in SPIRAL

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2. Those who use freee Accounting in their work

・Those who reflect data linked from SPIRAL in freee Accounting

・Those who aim to streamline accounting operations using freee Accounting

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■Benefits of using this template

freee Accounting is a useful tool for streamlining accounting operations and centralizing data management.
However, if sales transaction registration is based on data from other departments, each data linkage can be burdensome.

This template allows for the automation of data registration in freee Accounting when the status related to sales transactions is updated in SPIRAL.
This reduces the effort of status updates and information linkage in SPIRAL within other departments, enabling operational efficiency.

Additionally, by automating data linkage to freee Accounting, the transition of subsequent tasks becomes smoother, allowing for seamless accounting operations.

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■Notes‍

・Please link both SPIRAL and freee Accounting with Yoom.

・Branching is a feature available in plans of Mini Plan or higher (Operation). In the case of the Free Plan, the operation of the set flow bot 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.