Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Shopify
Trigger: Watch events
FreeFinance
Action: Select an action
1. Select a trigger
  • Triggers when a new event occurs in Shopify.

  • Triggers when a new event occurs in Shopify. Allows you to map any event and doesn't require any scopes in advance.

  • Triggers when an order is created or updated.

  • Triggers when a product is created or updated.

2. Select an action
  • Configure static mappings, such as mapping from Magento 2 Tax-Rate-Percentage to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.

  • Configure your static Magento 2 mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Magento 2 or elsewhere (invoice number and date has to be present in Magento 2) and will be created as "external invoices" in FreeFinance.

  • Configure Amazon Mappings for Outgoing Invoices

  • Craete a Finalized Invoice in FreeFinance for Etsy

  • Configure your static Etsy mappings for outgoing invoices

  • Configure static mappings, such as mapping from Shopify taxRate and taxTitle to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.

  • Configure your static Shopify mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in Shopify or elsewhere (invoice number and date has to be present in Shopify) and will be created as "external invoices" in FreeFinance.

  • Configure Stripe Mappings for Finalized Invoices

  • Configure your static Stripe Mappings for Outgoing Invoices

  • Configure your static Wix mappings for finalized Invoices in Free Finance

  • Configure the static mappings from Wix for the creation of invoices in Free Finance

  • Configure static mappings, such as mapping from WooCommerce taxRateIds to FreeFinance's Account and TaxClassEntry, or paymentMethod to paymentTerm.

  • Configure your static WooCommerce mappings for outgoing invoices in FreeFinance accounting (Ausgangsrechnung in der Buchhaltung): the legal invoice document has already been created in WooCommerce or elsewhere (invoice number and date has to be present in WooCommerce) and will be created as "external invoices" in FreeFinance.

  • Creates a finalized credit memo in FreeFinance.

  • Creates a finalized Invoice in FreeFinance.

  • Create a Payment for an existing finalized Invoice.

  • Creates a new outgoing Invoice (Ausgangsrechnung) in FreeFinance with the values from the Webshop.

  • Mapping of Metadata for posting a document

  • Creates or replaces a customer with the customer-number from the Webshop.

  • Create or Replace a Supplier

  • Creates a line in a bank statement for each transaction related to a certain Bank-, Paypal- or Stripeaccount.

  • Performs an arbitrary authorized API call.

  • Post document to Staging

Select a trigger and an action

Create workflow (opens in a new tab)