When a row is updated in Google Sheets, update the client information in freee Accounting as well.

Try this Template

No items found.

■Overview

This is a flow to update client information in freee Accounting when a row is updated in Google Sheets.

‍

■Recommended for

1. Companies that manage information using Google Sheets

・Those who manage client information with Google Sheets

・Administrators in accounting departments using both Google Sheets and freee Accounting

‍

2. Accountants using freee Accounting for accounting tasks

・Those who want to reduce manual data entry errors and omissions

・Those who want to efficiently update client information

‍

■Benefits of using this template

By implementing the flow "Update client information in freee Accounting when a row is updated in Google Sheets," you can enjoy several benefits.
The advantage of this flow is that it reduces manual data entry and update tasks, thereby improving work efficiency.
For those who have been manually transferring information from Google Sheets to freee Accounting for updates, this task will no longer be necessary, thus reducing work time.

Additionally, the integration of Google Sheets and freee Accounting maintains data consistency and accuracy, reducing human errors.
It can also prevent situations where the information in Google Sheets is up-to-date, but the information in freee Accounting remains outdated.

‍

■Notes

・Please integrate both Google Sheets and freee Accounting with Yoom.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Record the contents of the inquiry form in a Google Spreadsheet.

The content submitted through the inquiry form will be recorded in a spreadsheet, and a reply email will be sent automatically. The spreadsheet can include not only the inquiry details but also the reception date and time, as well as the sender's information.‍

See details

Read business card data using AI-OCR and store it in Google Sheets.

When you upload business card data to the form, the AI operation automatically extracts the necessary information from the business card, stores it in a Google Spreadsheet, and sets up a workflow to automatically send an email to the specified recipients.‍

See details

When a schedule is added to Google Sheets, register it in Google Calendar as well.

When an event is added to Google Sheets, this flow retrieves that information and registers the event in Google Calendar as well. By adding information to Google Calendar along with the registration in Google Sheets, it reduces manual operations and prevents missing information additions.

See details

When employee information is added to Google Sheets, register it in HRMOS.

This is a flow for registering employee information in HRMOS when it is added to Google Sheets. By using the registered employee information to register in HRMOS, it reduces manual time. Additionally, using the quoted content prevents human error.‍

See details

When there is a response to the form, add the information to a Google Spreadsheet and send a notification on LINE.

When there is a response to the inquiry form, the information will be added to a Google Spreadsheet and a notification will be sent to the LINE chat room.‍

See details

Add a record to kintone when a row is added in Google Sheets.

This is a flow where a record is added to kintone when a row is added in Google Sheets. Once information is added, the registration to kintone can also be automatically completed based on the added content, eliminating the need for manual input and ensuring the accuracy of the content.‍

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

About the Apps You Use

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

Related apps

Templates using

View all related templates

freee Accounting

Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.

Related apps

freee Accounting