Create a quotation in freee from the Yoom database

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  2. freee Accounting
  3. Create a quotation in freee from the Yoom database
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◼️Overview‍

You can create quotes in freee using the quote information registered in the Yoom database.

The created quotes can be viewed within freee.‍

‍

◼️Setup Method‍

1. Please link freee and Yoom (My App Integration).

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

3. In the freee operation "Search for Business Partner", configure based on the information obtained from the Yoom database.

4. In the freee operation "Create Quote", set the quote information (items, quantity, unit price, etc.) based on the information obtained from the Yoom database.

5. Specify any record with a checkbox, etc., from the relevant database and start the flow bot. A quote will be created in freee.‍

‍

◼️Notes‍

・Linking with a freee accounting account is required.

・In freee operations, please change the setting information such as "Account ID" and "Office ID" to any value you prefer.

・Please create a database to manage quote information in Yoom for use.

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