■Overview
This is a flow to add orders from B-Cart to freee Invoices.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Companies using B-Cart for web order processing
・Those who want to utilize B-Cart order information in other apps
2. Companies managing invoices with freee Invoices
・Those who want to automate invoice issuance using order data from other apps
・Those who want to consolidate billing and payment information in freee Invoices
■Benefits of using this template
B-Cart is a convenient system for managing B2B web transactions, but manually transferring data to freee Invoices and creating invoices each time a new order comes in is inefficient.
By implementing this flow, when a new order occurs in B-Cart, data is synchronized with freee Invoices, and invoices are automatically issued. This allows for timely invoice creation, facilitating smooth delivery to customers. Additionally, eliminating manual data entry reduces work time and prevents human errors such as input mistakes and omissions.
■Notes
・Please integrate B-Cart, freee Invoices, and freee Accounting with Yoom.
・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the flow bot will result in an error, so please be aware.
・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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