When a payment is created in Stripe, register a sales transaction in freee.
When a payment is created in Stripe, register a sales transaction in freee.
Launch this workflow to connect
Stripe &
freee Accounting
!
■Overview
When a payment is created in Stripe, a sales transaction is automatically registered in freee Accounting.
The transaction in freee Accounting is registered as an unsettled transaction.
If the Stripe customer is not registered in freee Accounting, they will be newly registered as a client in freee Accounting.
■Notes
・Please integrate both Stripe and freee Accounting with Yoom.
・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 Flowbot 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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About the Apps
Templates using
Stripe
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate information sharing and subsequent processing, as well as prevent transcription errors of amounts and customer information.
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate smooth information sharing and subsequent processing, as well as prevent transcription errors in amounts and customer information.
This is a flow for creating payment links from Airtable for Stripe and sending them via Gmail. It eliminates the need for manual work in Stripe, allowing for a reduction in working hours. Additionally, it enables quick verification of payment links.
freee Accounting
Templates using
freee Accounting
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.
About the apps you use
Stripe
At Yoom, you can utilize Stripe's API without any coding. You can notify Slack when a new payment is registered or canceled in Stripe, and integrate Stripe information with other SaaS. Additionally, you can automatically aggregate and sync Stripe information into Yoom's database for various uses.
see detailsTemplates
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate information sharing and subsequent processing, as well as prevent transcription errors of amounts and customer information.
Add to Google Spreadsheet when payment is made through Stripe
This is a flow to add a payment to Google Sheets when a payment is made via Stripe. By implementing this flow, you can facilitate smooth information sharing and subsequent processing, as well as prevent transcription errors in amounts and customer information.
Add to Microsoft Excel when payment is made with Stripe
This is a flow for creating payment links from Airtable for Stripe and sending them via Gmail. It eliminates the need for manual work in Stripe, allowing for a reduction in working hours. Additionally, it enables quick verification of payment links.
Create a payment link from Airtable for Stripe and send it via Gmail
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 detailsTemplates
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.
Collect invoices through the input form and register transactions in freee.
You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.
Create a quotation in freee from the Yoom database
You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.
Create an invoice in freee from the Yoom database
No-Code API Actions
Executable API actions
Flowbot triggers
When a new customer is created
When a customer subscribes to a new subscription plan
When subscription details are updated
When a subscription ends
When the new subscription period starts
When a deposit is made
When a new payment is created
When a new payment method is associated with a customer
When a payment method is detached from a customer
When a customer's payment method is updated
When an invoice is created
When a payment fails
When a payment is successfully completed
When a refund process is started
When the checkout session is successfully completed
When a product is created
When a product is updated
When a dispute is created
Flowbot operations
List customers
Retrieve customer details
Retrieve invoice
Create Customer
Create subscription
Cancel subscription
Create Product
Add a Price to a Product
Create Payment Link
Retrieve subscription details
Retrieve payment details
Retrieve balance transaction details
List payouts
List balance transactions for a payout
Retrieve a charge
Update Customer
Retrieve Product
Retrieve Price
Flowbot triggers
When a new customer is createdWhen a customer subscribes to a new subscription planWhen subscription details are updatedWhen a subscription endsWhen the new subscription period startsWhen a deposit is madeWhen a new payment is createdWhen a new payment method is associated with a customerWhen a payment method is detached from a customerWhen a customer's payment method is updatedWhen an invoice is createdWhen a payment failsWhen a payment is successfully completedWhen a refund process is startedWhen the checkout session is successfully completedWhen a product is createdWhen a product is updatedWhen a dispute is created
Flowbot operations
List customersRetrieve customer detailsRetrieve invoiceCreate CustomerCreate subscriptionCancel subscriptionCreate ProductAdd a Price to a ProductCreate Payment LinkRetrieve subscription detailsRetrieve payment detailsRetrieve balance transaction detailsList payoutsList balance transactions for a payoutRetrieve a chargeUpdate CustomerRetrieve ProductRetrieve PriceList productsSearch products (by name)Search prices (exact match by product ID)Search customersCreate invoiceCreate priceList billing meter event summariesUpdate productUpdate priceCreate Invoice ItemCreate Checkout Session (One-time Payment)Search invoicesRetrieve balance
Flowbot triggers
When an expense application, various applications, or payment request is created or updatedWhen expense claims, various requests, and payment requests are approvedWhen an expense application is created or updated (webhook)When various applications are created or updated (webhook)When a payment request is created or updated (webhook)
Flowbot operations
Get Business ListCreate Unpaid TransactionCreate Settled TransactionGet Account ListGet a list of unpaid transaction IDsGet a list of unpaid transaction IDs past due dateRetrieve DealCreate Deal Payment (Record Settlement)Get a list of invoicesGet invoice detailsGet a list of estimatesGet estimate detailsCreate PartnerSearch business partnersGet Business Partner DetailsUpdate Business Partner (Basic Info)Update Business Partner (Bank Account Info)Get Account Items ListUpload Evidence File to File BoxRetrieve statement listRetrieve request listRetrieve specific approval request detailsSearch requestsCreate journal voucherCreate Custom RequestGet Department ListCreate Unpaid Transaction (Multiple Line Items)Create Settled Transaction (Multiple Line Items)Create Payment RequestRetrieve payment request listSearch payment requestsGet Payment Request DetailsUpdate File Box Receipt File InformationGet Approval Route ListGet Request Form List for Various ApplicationsGet Request Form Details for Various ApplicationsDownload Evidence File from File BoxUpdate Various ApplicationsUpdate dealCreate Expense RequestGet expense applications listSearch expense application informationGet Details of a Specific Expense ApplicationDelete TransactionGet Income StatementGet Balance SheetGet manufacturing cost reportGet manufacturing cost report (year-on-year comparison)Get manufacturing cost report (department comparison)Approve various applicationsSearch transactionsGet users belonging to an officeCreate invoiceGet tax code list for companyCreate deal line itemsGet item listGet Memo Tags ListGet Segment Tags ListUpdate transaction line itemsGet Transactions ListUpdate transaction payment lineSearch Bank Account StatementsGet Business Partner ListMore inspiration for you
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