📝 Overview
This Flowbot example demonstrates how to automate the registration of unpaid transactions in freee Accounting using invoice details submitted by business partners via a Yoom Form.
Use Case
Business partners enter the billing information into Yoom form.
The system automatically processes the details and registers them as unpaid transactions in freee Accounting.
This ensures efficient processing and reduces manual data entry.
🛠️ Features and Tools Used
✔️ YoomDB - Stores billing information
✔️ Form trigger - Activates the Flowbot when a form response is submitted
✔️ Approval Request Operation - Review invoice details
✔️ Database Operation - Retrieve company records and match the freee client ID
✔️ GoogleDrive App - Save the attached invoice file separately
✔️ freee Accounting App -Register the unpaid transaction
🔍 How It Works
1️⃣ Trigger Activation
A client or business partner submits a Yoom form, starting the Flowbot.
2️⃣ Review Invoice Details
The system initiates an approval request, allowing to check the invoice before processing.
3️⃣ Retrieve freee Client ID
Using the database operations, the system compares the company name from the form response with records in YoomDB to obtain the freee client ID.
4️⃣ Store Invoice File
The attached invoice is saved in a designated Google Drive folder.
5️⃣ Upload Invoice to freee
The stored invoice file is uploaded to freee Accounting.
6️⃣ Register Unpaid Transaction
Using the uploaded invoice file and form response details, the system creates an unpaid transaction in freee.
🚀 Try It Yourself!
Use the pre-built Flowbot template introduced here - Click Here to Try It