This Flowbot example demonstrates registering new business partners in freee Accounting and updating existing business partner information - all in an automated workflow.

✔️ Yoom Database - Stores business partner data.

✔️ Form Trigger - Starts the Flowbot when a form is submitted.

✔️ Branch Command - Determines whether to register or update a business partner.

✔️ freee Accounting App - Used to create or update business partners' information.

1️⃣ Pre-Link Existing Business Partners

YoomDB is pre-linked with existing business partners in freee Accounting using Data Connect.

2️⃣ Triggering the Flowbot

When a form is submitted, the form trigger activates the Flowbot.

3️⃣ Branching Logic

The Flowbot checks the form response to determine:

→ If a new business partner should be registered

→ If an existing business partner should be updated

4️⃣ Registering a New Business Partner

If it is the new registration, the Flowbot creates a business partner in the freee Accounting App.

5️⃣ Updating an Existing Business Partner

If updating an existing business partner:

The Flowbot searches for the business partner in the freee Accounting.

It retrieves the business partner ID.

It updates the specified fields using the Update Partner Information action.