Register unpaid transactions from the Yoom database to freee.

Try this Template

No items found.

◼️Overview‍

The relevant business partner must be registered in advance on freee.‍

‍

◼️Setup Method‍

1. Connect freee and Yoom. (My App Integration)

2. Set any database or table with the trigger "Select the target record from the database".

3. In the freee operation "Register unpaid transactions", set transaction information such as transaction date, business partner, amount, description, and account title based on the information obtained from the Yoom database.

4. Specify any record with a checkbox or similar from the relevant database, and when you activate the flow bot, the unpaid transaction will be registered in freee.‍

‍

◼️Notes‍

・Connection settings with the freee accounting account are required.

・Please change the setting information such as "Business Office ID" and "Account Title ID" to any value within the freee operation.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Register a new client in freee using the information from the input form. You can also register account information and contact person details.

See details

Collect invoices through the input form and register transactions in freee.

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.

See details

Create a quotation in freee from the Yoom database

You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍

See details

Create an invoice 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.‍

See details

When you receive an email with an attached invoice, use AI to read the invoice and register it in freee Accounting.

When receiving an email with an attached invoice, AI is utilized to automatically read the invoice content and register the billing information in freee Accounting. There is no need to open the email, download the file, or manually enter the information into freee. Additionally, by incorporating a review by the person in charge, more accurate invoice information integration is possible.

See details

Register unpaid transactions from the Yoom database to freee. The relevant business partner must be registered in advance on freee.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

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.

Related apps

freee Accounting