Register a new client in freee from the input form
Register a new client in freee from the input form
Launch this workflow to connect
freee Accounting
!
■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.
Check Out Similar Templates!
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.
Notify Microsoft Teams of transactions in freee Accounting that have passed their payment due date at the beginning of each month.
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.
Notify Discord of transactions past their due date in freee Accounting at the beginning of each month.
This is a flow that notifies Discord of transactions with overdue payment deadlines in freee Accounting at the beginning of each month. By using this flow, you can regularly check for transactions that you have forgotten to pay and prompt necessary actions. Notifications are automatically sent to Discord, reducing the effort required for checking.
Notify Microsoft Teams when an expense claim in freee is approved.
This is a flow bot that retrieves information from an expense application in freee once it has been approved and sends a notification to a specific channel in Microsoft Teams. Feel free to modify the notification content and the target channel in Microsoft Teams as needed.
See more
About the Apps
freee Accounting
Templates using
freee Accounting
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.
You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.
You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.
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 detailsTemplates
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.
Collect invoices through the input form and register transactions in freee.
You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.
Create a quotation 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.
Create an invoice in freee from the Yoom database
No-Code API Actions
Executable API actions
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 Business List
Create Unpaid Transaction
Create Settled Transaction
Get Account List
Get a list of unpaid transaction IDs
Get a list of unpaid transaction IDs past due date
Retrieve Deal
Create Deal Payment (Record Settlement)
Get a list of invoices
Get invoice details
Get a list of estimates
Get estimate details
Create Partner
Search business partners
Get Business Partner Details
Update Business Partner (Basic Info)
Update Business Partner (Bank Account Info)
Get Account Items List
Flowbot triggers
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)
Flowbot operations
Get Business ListCreate Unpaid TransactionCreate Settled TransactionGet Account ListGet a list of unpaid transaction IDsGet a list of unpaid transaction IDs past due dateRetrieve DealCreate Deal Payment (Record Settlement)Get a list of invoicesGet invoice detailsGet a list of estimatesGet estimate detailsCreate PartnerSearch business partnersGet Business Partner DetailsUpdate Business Partner (Basic Info)Update Business Partner (Bank Account Info)Get Account Items ListUpload Evidence File to File BoxRetrieve statement listRetrieve request listRetrieve specific approval request detailsSearch requestsCreate journal voucherCreate Custom RequestGet Department ListCreate Unpaid Transaction (Multiple Line Items)Create Settled Transaction (Multiple Line Items)Create Payment RequestRetrieve 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 applications 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 users belonging to an officeCreate invoiceGet tax code list for companyCreate deal line itemsGet item listGet Memo Tags ListGet Segment Tags ListUpdate transaction line itemsGet Transactions ListUpdate transaction payment lineSearch Bank Account StatementsGet Business Partner ListMore inspiration for you
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