■Overview
This is a flow to add clients from Sansan to freee Accounting.
By using Yoom, you can easily connect apps without programming.
By using a trigger with a Chrome extension, you can directly activate the trigger from Sansan.
■Recommended for
1. Those who manage client information using Sansan
・Those who want to efficiently reflect client information in freee Accounting
2. Those who use freee Accounting as accounting software
・Those who want to automate tasks by integrating with other tools to reduce daily work time
■Benefits of using this template
By adding clients from Sansan to freee Accounting, you can reduce duplicate data entry tasks.
This significantly shortens the time spent on data entry, allowing you to focus on other important tasks.
Additionally, manual input errors are reduced, enabling accurate data management.
Furthermore, by automatically adding clients to freee Accounting, you can perform accounting processes based on the latest information.
■Notes
・Please integrate both Sansan and freee Accounting with Yoom.
・For instructions on setting up triggers using the Chrome extension, please refer to here.
・Sansan is an app available only with the Team Plan and Success Plan. Please note that operations and data connections of flowbots set up with the Free Plan and Mini Plan will result in errors.
・Paid plans such as Team Plan and Success Plan offer a two-week free trial. During the free trial, you can use apps that are normally restricted.
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