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After creating payment information with Square, create a client in freee Accounting
freee Accounting Square

After creating payment information with Square, create a client in freee Accounting

Launch this workflow to connect freee Accounting & Square !

■Overview

This is a flow to create a client in freee Accounting when a new payment information is created in Square.

By linking Square and freee Accounting, you can automatically create clients, eliminating any gaps or omissions in information management.

Additionally, you can also register Square's payment information individually in freee Accounting.

Notes

・Please link both Square and freee Accounting with Yoom.

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About the Apps
freee Accounting
freee Accounting
Templates using

The invoice information uploaded to the input form will be automatically registered as an unpaid transaction in freee. It is also possible to store the invoice file in freee's file box and link it to the transaction. You can share the created input form with external parties (such as business partners) and have them upload invoices directly to the form.

You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍

You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.‍
Square
Square
Templates using

This is a flow that sends a notification to Microsoft Teams when a payment is made via Square. By replying to the message notified in Microsoft Teams with confirmation or status updates, it becomes easy to track the person responsible for handling it.

This is a flow that sends a notification to Slack when a payment is made via Square. Team members no longer need to log in to Square individually to check, allowing them to confirm Square payments in a timely manner. Additionally, it eliminates the time lag in information verification.

Square and LINE are integrated to automatically send LINE notifications upon payment completion in this business workflow. This allows for immediate sharing of sales information, enhancing the efficiency of store operations and customer service. It reduces the need for manual verification tasks and streamlines the workflow.
About the apps you use
freee Accounting
Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
see details
Templates

The invoice information uploaded to the input form will be automatically registered as an unpaid transaction in freee. It is also possible to store the invoice file in freee's file box and link it to the transaction. You can share the created input form with external parties (such as business partners) and have them upload invoices directly to the form.

You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍

You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.‍
Square
Yoom allows you to integrate with Square's API without any coding, enabling the automation of various tasks. For example, you can store transaction information from Square into Google Sheets or automatically register customer information in Square. Additionally, you can automatically sync transaction and billing information from Square to Yoom's database with just a click.
see details
Templates

This is a flow that sends a notification to Microsoft Teams when a payment is made via Square. By replying to the message notified in Microsoft Teams with confirmation or status updates, it becomes easy to track the person responsible for handling it.

This is a flow that sends a notification to Slack when a payment is made via Square. Team members no longer need to log in to Square individually to check, allowing them to confirm Square payments in a timely manner. Additionally, it eliminates the time lag in information verification.

Square and LINE are integrated to automatically send LINE notifications upon payment completion in this business workflow. This allows for immediate sharing of sales information, enhancing the efficiency of store operations and customer service. It reduces the need for manual verification tasks and streamlines the workflow.
Templates
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Executable API actions
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    When an expense application is created or updated (webhook)
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    Create Unpaid Transaction (Multiple Line Items)
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    Create Payment Request
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    Update File Box Receipt File Information
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    Download Evidence File from File Box
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    Create deal line items
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    Get memo tag list
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    Update transaction line items
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    Search Account Statements
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Flowbot triggers
    When an expense application, various applications, or payment request is created or updated
    When expense claims, various requests, and payment requests are approved
    When an expense application is created or updated (webhook)
    When various applications are created or updated (webhook)
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Flowbot operations
    Get Business List
    Create Unpaid Transaction
    Create Settled Transaction
    Get Account List
    Get Unpaid Transaction ID List
    Get list of IDs for unpaid deals past due date
    Retrieve Deal
    Create Deal Payment (Record Settlement)
    Get invoice list
    Get invoice details
    Get estimate list
    Get estimate details
    Create Partner
    Search Partners
    Get Business Partner Details
    Update Business Partner (Basic Info)
    Update Business Partner (Bank Account Info)
    Get Account Items List
    Upload Evidence File to File Box
    Retrieve transaction details list
    Retrieve approval request list
    Retrieve specific approval request details
    Search approval requests
    Create journal voucher
    Create Custom Request
    Get Department List
    Create Unpaid Transaction (Multiple Line Items)
    Create Settled Transaction (Multiple Line Items)
    Create Payment Request
    Get Payment Request List
    Search Payment Requests
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    Get Approval Route List
    Get Request Form List for Various Applications
    Get Request Form Details for Various Applications
    Download Evidence File from File Box
    Update Various Applications
    Update deal
    Create Expense Request
    Get Expense Application List
    Search Expense Application Information
    Get Details of a Specific Expense Application
    Delete Transaction
    Get Income Statement
    Get Balance Sheet
    Get manufacturing cost report
    Get manufacturing cost report (year-on-year comparison)
    Get manufacturing cost report (department comparison)
    Approve various applications
    Search transactions
    Get list of users belonging to a company
    Create invoice
    Get tax code list for company
    Create deal line items
    Get item list
    Get memo tag list
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