Register the client requested in CollaboFlow to freee Accounting

■Overview

This is a flow to register clients applied through CollaboFlow into freee Accounting.

By using Yoom, you can easily connect applications without the need for programming.

‍

■Recommended for

1. Those who manage clients using CollaboFlow

・Those who apply for clients using CollaboFlow but find manual data registration into freee Accounting cumbersome

・Those who want to reflect client data in free accounting software quickly and without errors

‍

2. Companies using freee Accounting

・Those who manage client data using freee Accounting but want to streamline integration with other tools

・Those who want to automate client information updates and minimize manual errors

‍

■Benefits of using this template

By registering clients applied through CollaboFlow into freee Accounting, efficient corporate information management is achieved.
Using this flow eliminates the need for manual data transfer, speeding up operations.

Additionally, it prevents errors from manual input, improving accuracy.
This reduces unnecessary effort and allows resources to be focused on other important tasks. Furthermore, since data is automatically reflected in freee Accounting, information sharing between departments becomes smoother, enhancing organizational collaboration.

‍

■Notes

・Please connect Yoom with both CollaboFlow and freee Accounting.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.