■Overview
This is a flow to register a client in freee Accounting when the status is updated in @pocket.
■Recommended for
1. Those who use @pocket for business
・Those who centrally manage information of business partners
・Those who accumulate data related to business
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 through automation.
By simultaneously managing related information in @pocket, transaction-related tasks can be carried out smoothly.
However, manually checking the status updates in @pocket and registering clients in freee Accounting each time may reduce information transparency.
By utilizing this flow, when a record is updated to a specified status in @pocket, the client registration in freee Accounting is automatically completed, reducing the effort of information registration.
Automating the registration tasks allows the entire team to allocate time to other tasks, facilitating smooth business operations.
It also helps maintain the accuracy of registered information.
■Notes
・Please integrate both @pocket and freee Accounting with Yoom.
・Branching requires a feature (operation) available in the Mini Plan or higher. 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).
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