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freee Commerce Google Sheets Slack
Create a deal in freee Sales when a Google Sheets status is updated
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freee Commerce Google Sheets Slack

Create a deal in freee Sales when a Google Sheets status is updated

Launch this workflow to connect freee Commerce & Google Sheets & Slack !
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■Overview
Do you manually enter project information managed in Google Sheets into freee Sales each time? This manual work is not only time-consuming but can also lead to data entry errors and missed follow-ups. With this workflow, you can automate project registration in freee Sales simply by updating the status in Google Sheets, similar to integrating with freee Sales via its API, helping you resolve these challenges smoothly.

■Recommended for
  • Those who use Google Sheets and freee Sales together and manually register projects
  • Those considering an API integration with freee Sales but looking to automate their processes without development
  • Teams looking to streamline project registration and prevent data entry errors and missed follow-ups

■Benefits of using this template
  • Projects are automatically registered in freee Sales when Google Sheets is updated, reducing the time previously spent on manual work.
  • By eliminating the need to transfer data manually, you can reduce the risk of human errors such as incorrect or incomplete entries when registering projects in freee Sales.

■Flow bot steps
  1. First, connect Google Sheets, freee Sales, and Slack to Yoom.
  2. Next, select Google Sheets as the trigger and set the action to “When a row is updated.”
  3. Then, set the freee Sales “Register a project” action as an operation and map the information from the spreadsheet.
  4. Finally, set the Slack “Send a message to a channel” action as an operation to notify relevant members that project registration is complete.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customizable points
  • For the operation that registers a project in freee Sales, you can freely configure the information to be registered. For example, you can embed values retrieved from Google Sheets or add fixed text.
  • For the operation that sends a notification to Slack, set the destination channel as needed. You can also freely compose the message using details such as the information registered in freee Sales.

■Notes
  • Connect Google Sheets, freee Sales, and Slack to Yoom.
  • You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
  • Note that the shortest available trigger interval varies by plan.
  • freee Sales is available on the Mini plan and above. On the Free and Personal plans, operations and Data Connect features configured in the flow bot will result in errors, so please take note.
  • Paid plans such as the Personal, Mini, Team, and Success plans offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions. For details, see the pricing plans page.
  • For important notes on using Google Sheets as an app trigger, see “[App Trigger] Important notes on Google Sheets triggers.”
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freee Commerce
Yoom connects with freee Sales, allowing you to automate deal registration and data retrieval. For example, you can automatically create deals in freee Sales from Google Form submissions, or retrieve deal, product, and employee information to share in Google Sheets or Slack.
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About the apps you use
freee Commerce
Yoom connects with freee Sales, allowing you to automate deal registration and data retrieval. For example, you can automatically create deals in freee Sales from Google Form submissions, or retrieve deal, product, and employee information to share in Google Sheets or Slack.
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No-Code API Actions
Executable API actions
All
freee Commerce
Google Sheets
Slack
Flowbot triggers
    When a Row Is Added
    When a Row Is Updated
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Search Deal Information
    Get Deal Information
    Register Deal
    Get Deal Phase List
    Get Order Probability List
    Get Product List
    Get Line Item Transaction Type List
    Get Employee List
    Retrieve Deal Custom Field Definitions
    Set a Value in a Cell
    Get Values
    Clear Values
    Create a New Spreadsheet
    Copy a Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Info
    Get Sheet Names
    Apply a Formula to a Range
    Enter Values in a Range
    Embed an Image in a Cell
    Sort by Specific Column
    Hide a Sheet
    Add a Note to the Specified Cells
    Insert Columns
    Delete Columns
    Write Values to Multiple Columns
    Add Rows
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
Flowbot triggers
    There is no action.
Flowbot operations
    Search Deal Information
    Get Deal Information
    Register Deal
    Get Deal Phase List
    Get Order Probability List
    Get Product List
    Get Line Item Transaction Type List
    Get Employee List
    Retrieve Deal Custom Field Definitions
Flowbot triggers
    When a Row Is Added
    When a Row Is Updated
Flowbot operations
    Set a Value in a Cell
    Get Values
    Clear Values
    Create a New Spreadsheet
    Copy a Sheet (Tab)
    Add a New Sheet (Tab)
    Delete Sheet (Tab)
    Replace Values
    Update Sheet Name
    Delete Rows
    Get Spreadsheet Info
    Get Sheet Names
    Apply a Formula to a Range
    Enter Values in a Range
    Embed an Image in a Cell
    Sort by Specific Column
    Hide a Sheet
    Add a Note to the Specified Cells
    Insert Columns
    Delete Columns
    Write Values to Multiple Columns
    Add Rows
Flowbot triggers
    When a Message Is Posted to a Channel
    When a File Is Posted to a Channel
    When a Message Is Posted to a Channel (Webhook)
    When a Reaction Is Added to a Message (Webhook)
    When a User Is Mentioned in a Channel
    When a Message Containing Specified Text Is Posted to a Channel
    When the Slack App Is Mentioned (Webhook)
    When Mentioned in a Channel (Multiple Users)
    When a Message Containing Specified Text Is Posted to a Channel (Regular Expression)
    When a New Channel Is Created (Webhook)
    When a Message Is Posted in a Thread (Webhook)
    When Mentioned in a Channel (Multiple Users & User Groups)
    When a Message Reaction Is Removed (Webhook)
    When a Posted Message Is Updated (Webhook)
Flowbot operations
    Send Message to Channel
    Send Direct Message
    Get Member IDs in a Channel
    Create Channel
    Invite Members to Channel
    Get User Group List
    Post Message to Thread
    Archive Channel
    Get Messages in a Thread
    List Public Channels
    Remove a Member from a Private Channel
    Find User by Email Address
    Get User Info
    Get a Specific Message
    Get Message Link
    Delete Message
    Get Users in a User Group
    Get Reactions for a Message
    Create a User Group
    List Channel Messages
    Send a Message to a Channel with Attachments
    List Rows in a List
    Create List
    Update List
    Get a Specific List Row
    Remove List Access
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