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freee Commerce Slack
Search freee Sales for the deal ID posted to Slack and reply with the details
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freee Commerce Slack

Search freee Sales for the deal ID posted to Slack and reply with the details

Launch this workflow to connect freee Commerce & Slack !
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■Overview
When discussing deals in Slack, opening and searching freee Sales each time you need more details can be time-consuming. With this workflow, simply post a deal ID in a specific Slack channel, and it will automatically retrieve the deal information via the freee Sales API and reply in the original thread. This eliminates the need for manual checks and helps keep communication running smoothly.

■Who this template is for
  • Teams that use Slack and freee Sales and want to streamline deal verification
  • People interested in automating information retrieval with the freee Sales API but without development experience
  • Teams that want to streamline internal information verification and reduce communication overhead

■Benefits of using this template
  • Because freee Sales information is automatically posted in response when you share a deal ID in Slack, you can eliminate app switching and reduce the time required for verification.
  • Prevent human errors such as search mistakes and missed checks, allowing anyone to retrieve deal information quickly and accurately.

■Flow bot workflow
  1. First, connect Slack and freee Sales to Yoom.
  2. Next, select Slack as the trigger and set the action to “When a message is posted in a channel (Webhook).”
  3. Then, use an AI feature in an operation to extract the required text, such as the deal ID, from the posted message.
  4. Next, select freee Sales in an operation and set the action to “Retrieve a deal” based on the extracted deal ID.
  5. Finally, set the Slack “Send a message to a thread” action in an operation to reply to the original thread with the retrieved deal details.
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.

■Customizing this workflow
  • You can freely customize the message sent as a reply in the Slack thread. For example, combine fixed text such as “Deal information retrieved” with dynamic information, such as the deal name and amount retrieved from freee Sales in the previous operation, to flexibly configure the notification content.

■Notes
  • Connect both Slack and freee Sales to Yoom.
  • freee Sales is available on the Mini plan and above. Please note that operations and Data Connect features in configured flow bots will result in errors on the Free and Personal plans.
  • Paid plans, including 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 restricted. For details, see the pricing plans page.
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About the Apps
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.
see details
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No-Code API Actions
Executable API actions
All
freee Commerce
Slack
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
    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
    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 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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