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freee Accounting
Create an invoice in freee from the Yoom database
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freee Accounting

Create an invoice in freee from the Yoom database

Launch this workflow to connect freee Accounting !
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◼️Overview‍

You can create invoices in freee using the billing information registered in the Yoom database.

The created invoices can be viewed within freee.

‍

◼️Setup Instructions‍

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

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

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

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

5. When you specify the desired record with a checkbox or similar from the relevant database and activate the flow bot, an estimate will be created in freee.‍

‍

◼️Notes‍

・Integration settings with the freee accounting account are required.

・In freee's operations, please change the setting information such as "Account ID" or "Office ID" to any desired value.

・Please create and use a database in Yoom to manage billing information.

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About the Apps
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 template Try it
Create a quotation in freee from the Yoom database
Try it
You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍
View template 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.
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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 a quotation in freee from the Yoom database
Try it
You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍
View details Try it
Create a quotation 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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No-Code API Actions
Executable API actions
All
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 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
    Upload Evidence File to File Box
    Retrieve transaction details list
    Retrieve approval request list
    Retrieve specific approval request details
    Search approval requests
    Create journal voucher
    Create Custom Request
    Get Department List
    Create Unpaid Transaction (Multiple Line Items)
    Create Settled Transaction (Multiple Line Items)
    Create Payment Request
    Get Payment Request List
    Search Payment Requests
    Get Payment Request Details
    Update File Box Receipt File Information
    Get Approval Route List
    Get Request Form List for Various Applications
    Get Request Form Details for Various Applications
    Download Evidence File from File Box
    Update Various Applications
    Update deal
    Create Expense Request
    Get Expense Application List
    Search Expense Application Information
    Get Details of a Specific Expense Application
    Delete Transaction
    Get Income Statement
    Get Balance Sheet
    Get manufacturing cost report
    Get manufacturing cost report (year-on-year comparison)
    Get manufacturing cost report (department comparison)
    Approve various applications
    Search transactions
    Get list of users belonging to a company
    Create invoice
    Get tax code list for company
    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
    Get Business Partner List
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 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
    Upload Evidence File to File Box
    Retrieve transaction details list
    Retrieve approval request list
    Retrieve specific approval request details
    Search approval requests
    Create journal voucher
    Create Custom Request
    Get Department List
    Create Unpaid Transaction (Multiple Line Items)
    Create Settled Transaction (Multiple Line Items)
    Create Payment Request
    Get Payment Request List
    Search Payment Requests
    Get Payment Request Details
    Update File Box Receipt File Information
    Get Approval Route List
    Get Request Form List for Various Applications
    Get Request Form Details for Various Applications
    Download Evidence File from File Box
    Update Various Applications
    Update deal
    Create Expense Request
    Get Expense Application List
    Search Expense Application Information
    Get Details of a Specific Expense Application
    Delete Transaction
    Get Income Statement
    Get Balance Sheet
    Get manufacturing cost report
    Get manufacturing cost report (year-on-year comparison)
    Get manufacturing cost report (department comparison)
    Approve various applications
    Search transactions
    Get list of users belonging to a company
    Create invoice
    Get tax code list for company
    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
    Get Business Partner List
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freee会計のAPIの連携イメージ
2025/07/17
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© Yoom Inc.