■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 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
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 Company ListCreate Unsettled DealCreate Settled DealRetrieve Wallet AccountsGet Unsettled Deal IDsGet Overdue Unsettled Deal IDsRetrieve DealCreate Deal Payment (Record Settlement)List InvoicesGet Invoice DetailsList EstimatesGet Estimate DetailsCreate PartnerSearch PartnersGet Partner DetailsUpdate Partner (Basic Info)Update Partner (Bank Account Information)Retrieve Account ItemsUpload Supporting Documents to File BoxRetrieve Statement LinesList Approval RequestsRetrieve Specific Request InformationSearch RequestsCreate Journal EntryCreate RequestGet Department ListRegister Unsettled Transaction (multiple line items)Register a settled transaction (multiple line items)Create a payment requestGet payment request listSearch payment requestsGet a specific payment requestUpdate File Box receipt file informationGet list of approval routesGet list of General Request formsGet General Request form detailsDownload receipt file from File BoxUpdate a General RequestUpdate dealCreate expense applicationList expense applicationsSearch expense applicationsGet details of a specific expense applicationDelete TransactionRetrieve Profit and Loss StatementRetrieve Balance SheetRetrieve Manufacturing Cost ReportRetrieve Manufacturing Cost Report (Year-over-Year Comparison)Get Manufacturing Cost Report (Department Comparison)Approval actions for requestsSearch transactionsGet users in companyCreate invoiceGet company tax codesCreate deal line itemsGet item listGet memo tag listGet segment tag listUpdate transaction line itemsList transactionsUpdate transaction payment lineSearch account statements
