■Overview
Register a new client in freee using the information from the input form.
It is also possible to register account information and contact person information.
■Setup Instructions
・Link freee with Yoom. (My App Integration)
・Change the fields of the input form to any desired fields. For example, you can set fields such as client name, address, phone number, and email address.
・Set any approver in the approval operation.
・In the "Create Client" operation in freee, set the client details based on the linked account information and the information obtained from the input form.
※ For example, you can set fields such as client name, address, phone number, and email address based on the data obtained from the form.
・Submit information to the input form and activate the flow bot. This will register a new client in freee based on the content entered in the form.
■Notes
・It is necessary to set the account information to be linked in the operations of each app.
・Please change and use the business office ID of the freee account.
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)
Get Business List
Create Unpaid Transaction
Create Settled Transaction
Get Account List
Get Unpaid Transaction ID List
Get list of IDs for unpaid deals past due date
Retrieve Deal
Create Deal Payment (Record Settlement)
Get invoice list
Get invoice details
Get estimate list
Get estimate details
Create Partner
Search Partners
Get Business Partner Details
Update Business Partner (Basic Info)
Update Business Partner (Bank Account Info)
Get Account Items List
When an expense application, various applications, or payment request is created or updatedWhen expense claims, various requests, and payment requests are approvedWhen 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)
Get Business ListCreate Unpaid TransactionCreate Settled TransactionGet Account ListGet Unpaid Transaction ID ListGet list of IDs for unpaid deals past due dateRetrieve DealCreate Deal Payment (Record Settlement)Get invoice listGet invoice detailsGet estimate listGet estimate detailsCreate PartnerSearch PartnersGet Business Partner DetailsUpdate Business Partner (Basic Info)Update Business Partner (Bank Account Info)Get Account Items ListUpload Evidence File to File BoxRetrieve transaction details listRetrieve approval request listRetrieve specific approval request detailsSearch approval requestsCreate journal voucherCreate Custom RequestGet Department ListCreate Unpaid Transaction (Multiple Line Items)Create Settled Transaction (Multiple Line Items)Create Payment RequestGet Payment Request ListSearch Payment RequestsGet Payment Request DetailsUpdate File Box Receipt File InformationGet Approval Route ListGet Request Form List for Various ApplicationsGet Request Form Details for Various ApplicationsDownload Evidence File from File BoxUpdate Various ApplicationsUpdate dealCreate Expense RequestGet Expense Application ListSearch Expense Application InformationGet Details of a Specific Expense ApplicationDelete TransactionGet Income StatementGet Balance SheetGet manufacturing cost reportGet manufacturing cost report (year-on-year comparison)Get manufacturing cost report (department comparison)Approve various applicationsSearch transactionsGet list of users belonging to a companyCreate invoiceGet tax code list for companyCreate deal line itemsGet item listGet memo tag listGet segment tag listUpdate transaction line itemsList transactionsUpdate transaction payment lineSearch Account StatementsGet Business Partner List
