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Store the invoice received by email in the freee accounting file box and notify via Slack.
freee Accounting Slack

Store the invoice received by email in the freee accounting file box and notify via Slack.

Launch this workflow to connect freee Accounting & Slack !

■Overview

This is a flow that stores invoices received via email in the freee accounting file box and notifies Slack.

■Recommended for

1. Accounting personnel using freee accounting

・Those who want to streamline invoice management and processing

・Those who want to automatically import invoices into freee accounting

・Those who want to notify the arrival of invoices via Slack and share with the team

2. Business owners/managers using freee accounting

・Those who want to understand the processing status of invoices and improve operational efficiency

・Those who want to prevent payment delays due to unprocessed invoices

■Benefits of using this template

・By automatically storing invoices received via email in freee accounting and notifying Slack, it reduces manual processing and improves operational efficiency.

・Sharing invoice information on Slack facilitates smooth information sharing within the team, enabling prompt responses.

■Notes

・Please integrate Yoom with both freee accounting and Slack.

・AI operations are available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the flow bot operations set will result in an error, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations).

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About the Apps
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.‍
Slack
Templates using
Slack

This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.

This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.

When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.‍
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.‍
Slack
Yoom allows you to utilize Slack's API without any coding. By integrating Yoom with Slack, you can freely connect various SaaS with Slack and receive all kinds of notifications on Slack. Additionally, it is possible to trigger a bot when a message is sent to Slack.
see details
Templates

This is a flow bot that automatically activates at the end of each month and sends notifications via Slack. This flow bot can perform various automated processes through the flows added after the branch on the right side. For example, you can use it for various purposes such as monthly invoice issuance, aggregation processing to spreadsheets, or regular data backup processing.

This is a business workflow that automatically adds content posted in a Slack channel as comments to tasks in Wrike. This reduces manual task updates and improves project management efficiency.

When an inquiry comes to Slack, it is registered in Google Sheets. By integrating Slack and Google Sheets, you can eliminate the hassle of operating individual apps and repeatedly entering data, allowing for smoother business operations. Records can be easily added to Google Sheets automatically, preventing any omissions or leaks in information management.‍
Templates
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Related apps
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No-Code API Actions
Executable API actions
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)
    When a payment request is created or updated (webhook)
    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 your 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 reaction is removed from a message (Webhook)
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
    Get Payment Request Details
    Update File Box Receipt File Information
    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
    Get segment tag list
    Update transaction line items
    List transactions
    Update transaction payment line
    Search Account Statements
    Get Business Partner List
    Send message to channel
    Send direct message
    Get member IDs in channel
    Create channel
    Invite members to channel
    Get user group list
    Post message to thread
    Archive channel
    Get thread messages
    Get public channel list
    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
    Get channel messages
    Send a message to a channel with attachments
    Get list rows
    Create list
    Update list
    Get a specific list row
    Remove list access
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)
    When a payment request is created or updated (webhook)
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
    Get Payment Request Details
    Update File Box Receipt File Information
    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
    Get segment tag list
    Update transaction line items
    List transactions
    Update transaction payment line
    Search Account Statements
    Get Business Partner List
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 your 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 reaction is removed from a message (Webhook)
Flowbot operations
    Send message to channel
    Send direct message
    Get member IDs in channel
    Create channel
    Invite members to channel
    Get user group list
    Post message to thread
    Archive channel
    Get thread messages
    Get public channel list
    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
    Get channel messages
    Send a message to a channel with attachments
    Get list rows
    Create list
    Update list
    Get a specific list row
    Remove list access
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