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.

Yoom's freee Accounting &  Slack  are ready to use! Automate tasks instantly—just copy the template!

■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 You Use
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.‍
Slack
Slack
Templates using

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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API Actions That can be No-Code
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)
Flowbot operations
    Get Company List
    Create Unsettled Deal
    Create Settled Deal
    Retrieve Wallet Accounts
    Get Unsettled Deal IDs
    Get Overdue Unsettled Deal IDs
    Retrieve Deal
    Create Deal Payment (Record Settlement)
    List Invoices
    Get Invoice Details
    List Estimates
    Get Estimate Details
    Create Partner
    Search Partners
    Get Partner Details
    Update Partner (Basic Info)
    Update Partner (Bank Account Information)
    Retrieve Account Items
    Upload Supporting Documents to File Box
    Retrieve Statement Lines
    List Approval Requests
    Retrieve Specific Request Information
    Search Requests
    Create Manual Journal
    Create Request
    Get Department List
    Register Unsettled Transaction (multiple line items)
    Register a settled transaction (multiple line items)
    Create a payment request
    Get payment request list
    Search payment requests
    Get a specific payment request
    Update File Box receipt file information
    Get list of approval routes
    Get list of General Request forms
    Get General Request form details
    Download receipt file from File Box
    Update a General Request
    Update deal
    Create expense application
    List expense applications
    Search expense applications
    Get details of a specific expense application
    Delete Transaction
    Retrieve Profit and Loss Statement
    Retrieve Balance Sheet
    Retrieve Manufacturing Cost Report
    Retrieve Manufacturing Cost Report (Year-over-Year Comparison)
    Get Manufacturing Cost Report (Department Comparison)
    Approval actions for requests
    Search transactions
    Get users in company
    Create invoice
    Get company tax codes
    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
    Send a message to a channel
    Send a direct message
    Send a file (Support ends on 11/12)
    Get user IDs in a channel
    Create a channel
    Invite members to a channel
    List user groups
    Send a message to a thread
    Archive a channel
    Get messages in a thread
    Get a List of Public Channels
    Remove a Member from a Private Channel
    Search User by Email
    Retrieve user information
    Get a Specific Message
    Get Message Permalink
    Delete Message
    List users in a user group
    Get reactions for a specific message
    Create User Group
    Send a file to a thread (support ended on 11/12)
    Get channel message history
    Send a message to a channel with attachments
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 Company List
    Create Unsettled Deal
    Create Settled Deal
    Retrieve Wallet Accounts
    Get Unsettled Deal IDs
    Get Overdue Unsettled Deal IDs
    Retrieve Deal
    Create Deal Payment (Record Settlement)
    List Invoices
    Get Invoice Details
    List Estimates
    Get Estimate Details
    Create Partner
    Search Partners
    Get Partner Details
    Update Partner (Basic Info)
    Update Partner (Bank Account Information)
    Retrieve Account Items
    Upload Supporting Documents to File Box
    Retrieve Statement Lines
    List Approval Requests
    Retrieve Specific Request Information
    Search Requests
    Create Manual Journal
    Create Request
    Get Department List
    Register Unsettled Transaction (multiple line items)
    Register a settled transaction (multiple line items)
    Create a payment request
    Get payment request list
    Search payment requests
    Get a specific payment request
    Update File Box receipt file information
    Get list of approval routes
    Get list of General Request forms
    Get General Request form details
    Download receipt file from File Box
    Update a General Request
    Update deal
    Create expense application
    List expense applications
    Search expense applications
    Get details of a specific expense application
    Delete Transaction
    Retrieve Profit and Loss Statement
    Retrieve Balance Sheet
    Retrieve Manufacturing Cost Report
    Retrieve Manufacturing Cost Report (Year-over-Year Comparison)
    Get Manufacturing Cost Report (Department Comparison)
    Approval actions for requests
    Search transactions
    Get users in company
    Create invoice
    Get company tax codes
    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
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)
Flowbot operations
    Send a message to a channel
    Send a direct message
    Send a file (Support ends on 11/12)
    Get user IDs in a channel
    Create a channel
    Invite members to a channel
    List user groups
    Send a message to a thread
    Archive a channel
    Get messages in a thread
    Get a List of Public Channels
    Remove a Member from a Private Channel
    Search User by Email
    Retrieve user information
    Get a Specific Message
    Get Message Permalink
    Delete Message
    List users in a user group
    Get reactions for a specific message
    Create User Group
    Send a file to a thread (support ended on 11/12)
    Get channel message history
    Send a message to a channel with attachments
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