freee Accounting
Create a quotation in freee from the Yoom database
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freee Accounting

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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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
Templates using
Collect invoices through the input form and register transactions in freee.
Try it
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.
View details Try it
Create an invoice in freee from the Yoom database
Try it
You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.‍
View details Try it
Notify Microsoft Teams of transactions in freee Accounting that have passed their payment due date at the beginning of each month.
Try it
This is a flow that notifies Microsoft Teams of transactions with overdue payment deadlines in freee Accounting at the beginning of each month. It eliminates the need for manual checks, reducing the burden on accounting personnel. It allows for quick information sharing with team members and prompts them to take action.
View details Try it
View all related templates
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.
see details
Templates
Collect invoices through the input form and register transactions in freee.
Try it
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.
View details Try it
Collect invoices through the input form and register transactions in freee.
Create an invoice in freee from the Yoom database
Try it
You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.‍
View details Try it
Create an invoice in freee from the Yoom database
Notify Microsoft Teams of transactions in freee Accounting that have passed their payment due date at the beginning of each month.
Try it
This is a flow that notifies Microsoft Teams of transactions with overdue payment deadlines in freee Accounting at the beginning of each month. It eliminates the need for manual checks, reducing the burden on accounting personnel. It allows for quick information sharing with team members and prompts them to take action.
View details Try it
Notify Microsoft Teams of transactions in freee Accounting that have passed their payment due date at the beginning of each month.
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API Actions That can be No-Code
Executable API actions
everything
freee Accounting
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 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
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Let's Make the Most of the freee Accounting API! A Collection of Automation Case Studies Using the freee Accounting API
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