■Overview
This is a flow to register a client in freee Accounting when the status is updated in JUST.DB.
■Recommended for
1. Those who use JUST.DB for business
・Those who centrally manage information of client companies
・Those who accumulate data related to business operations
2. Those who utilize freee Accounting
・Those who manage sales related to transactions
・Those who register and manage information for each client
■Benefits of using this template
freee Accounting is an effective tool for streamlining accounting tasks.
By simultaneously managing related information in JUST.DB, you can enhance information accessibility and facilitate smooth business operations.
However, checking the status updates in JUST.DB every time to register a client in freee Accounting might lead to decreased motivation across the team.
By utilizing this flow, when a record in JUST.DB is updated to a specified status, the client registration in freee Accounting is automatically completed.
Since the registration is done automatically, it reduces the effort and time required for input, eliminates human errors, and facilitates smooth business operations.
Additionally, you can integrate a chat tool following this flow, allowing for automated notifications within the team.
■Notes
・Please integrate both JUST.DB and freee Accounting with Yoom.
・Branching is a feature available in the Mini Plan or higher (Operation). If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be cautious.
・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).
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