■Overview
This is a flow to register customer information in freee Accounting when a payment is made via Stripe.
With Yoom, you can easily achieve this flow without any programming, as it allows for app integration.
■Recommended for
1. Those using Stripe
・Companies that have implemented Stripe to streamline online payments
2. Those using freee Accounting
・Those who want to streamline the registration of customer information in freee Accounting
■Benefits of using this template
When registering customer information in freee Accounting based on Stripe payment information, manual additional work can be cumbersome.
Additionally, you need to check Stripe payments each time, and as the number of transactions increases, the workload for additional tasks also grows, potentially affecting other operations.
With this flow, customer information can be automatically registered in freee Accounting when a payment is made via Stripe, eliminating the need for additional work in freee Accounting.
There's no need to log in and check Stripe payments each time, and data can be seamlessly added to freee Accounting, allowing for improved operational efficiency.
It also eliminates the need to check or correct the data registered in freee Accounting, reducing the burden on the person in charge and enhancing productivity.
■Notes
・Please integrate Yoom with both Stripe and freee Accounting.
・Stripe is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
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