■Overview
This is a flow to create an invoice in freee Invoice when the status is updated in @pocket.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use @pocket for information management
・Those responsible for data entry into @pocket
2. Those who want to automate invoice creation
・Those who manually create invoices in freee Invoice
■Benefits of using this template
If you create invoices based on the status in a database tool, checking each time can be a hassle.
Moreover, if there are many cases to handle, the workload increases, potentially leading to delays and input errors.
By using this flow, you can automatically create invoices from freee Invoice when the status in @pocket is updated, reducing the burden of checking tasks.
In terms of invoice creation, you can eliminate manual input, thereby improving the accuracy of data entry.
Additionally, by integrating with chat tools, you can efficiently proceed with notification requests for invoice verification and the post-creation sending flow.
■Notes
・Please integrate Yoom with both @pocket and freee Invoice.
・Branching is a feature available with the Mini Plan or higher (Operation). If you are on the Free Plan, the operations of the flow bot you set will result in an error, so please be careful.
・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).
・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.
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