■Overview
This is a flow to register a client in freee Accounting when the status is updated in Notion.
■Recommended for
1. Those who use Notion for business
・Those who manage information of client companies centrally
・Those who manage data related to projects
2. Those who utilize freee Accounting
・Those who manage sales related to transactions
・Those who register and manage clients individually
■Benefits of using this template
freee Accounting is a tool that can be used to reduce the time spent on accounting-related tasks.
By managing related information in Notion, you can streamline information sharing across the team.
However, having to check the status in Notion every time to register a client in freee Accounting is time-consuming and cumbersome.
With this flow, when a record is updated to a specified status in Notion, the client can be automatically registered in freee Accounting, eliminating the need for manual checks.
Additionally, since the registration is based on referenced information, human errors can be avoided, ensuring accurate registration of client information in freee Accounting.
■Notes
・Please connect both Notion and freee Accounting with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・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 aware.
・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).
.avif)
