Register a client from the Yoom database to freee

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■Overview

‍Register a new client in freee from the Yoom database.

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‍■Setup Instructions

・Connect freee and Yoom. (My App Integration)

・Set up any database or table with the trigger "Select the target record from the database" from the Yoom database.

・In freee's "Create Client" operation, set information such as client name, email address, phone number, and address based on the information obtained from the Yoom database.

・Specify any record using a checkbox or similar from the relevant database and activate the flow bot.

・The client will be registered in freee.

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‍■Notes

‍・Integration settings with the freee accounting account are required.

・Please change the operation settings in freee to any desired values for use.

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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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