■Overview
This is a flow to register sales transactions in freee Accounting when the status is updated in RakuRaku Sales.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who register sales transactions in freee Accounting
・Those responsible for registering in freee Accounting according to the status of RakuRaku Sales
■Benefits of using this template
If you are progressing your work according to the status of RakuRaku Sales, checking the status each time is a hassle.
Since you need to log in to RakuRaku Sales to check the status, delays or omissions in checking may occur, potentially hindering business operations.
With this flow, when the status is updated in RakuRaku Sales, sales transactions can be automatically registered in freee Accounting, eliminating the need for manual checks in RakuRaku Sales.
This removes the hassle of checking the status in RakuRaku Sales, and registration work in freee Accounting is carried out seamlessly, improving operational efficiency.
■Notes
・Please integrate both RakuRaku Sales and freee Accounting with Yoom.
・RakuRaku Sales 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 Flowbot will result in errors, so please be careful.
・Branching is a feature (operation) available with the Mini Plan or higher. If you are on the Free Plan, the operations set in the Flowbot will result in errors, so please be careful.
・Paid plans such as the Mini Plan, Team Plan, and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
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