Register a new client in freee from the input form

  1. Apps
  2. freee Accounting
  3. Register a new client in freee from the input form
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■Overview

‍Register a new client in freee using the information from the input form.

It is also possible to register account information and contact person information.

‍

■Setup Instructions

・Link freee with Yoom. (My App Integration)

・Change the fields of the input form to any desired fields. For example, you can set fields such as client name, address, phone number, and email address.

・Set any approver in the approval operation.

・In the "Create Client" operation in freee, set the client details based on the linked account information and the information obtained from the input form.

※ For example, you can set fields such as client name, address, phone number, and email address based on the data obtained from the form.

・Submit information to the input form and activate the flow bot. This will register a new client in freee based on the content entered in the form.

‍

■Notes‍
・It is necessary to set the account information to be linked in the operations of each app.

・Please change and use the business office ID of the freee account.

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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.
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