How to Notify Microsoft Teams When a Request is Approved in Jobcan Expense Management and Workflow

The integration flow is broadly created through the following processes.

・Register Jobcan Expense Management & Workflow and Microsoft Teams as My Apps
・Set up a trigger that activates when an application is approved in Jobcan Expense Management & Workflow
・Configure sending messages to a channel in Microsoft Teams
・Test and verify

Step 1: Integrating Jobcan Expense Management & Workflow with Microsoft Teams as My Apps

First, log in to your Yoom account.
If you do not have an account, please create one on the Yoom account issuance page.

1. Click on My Apps and then click on New Connection.

2. You can search by app name from the input field.
Search for and register both Jobcan Expense Management & Workflow and Microsoft Teams.

Registering Jobcan Expense Management & Workflow as My App

Let's start by registering from Jobcan Expense Management & Workflow. Enter Jobcan Expense Management & Workflow in the input field, and when the icon appears, click on it.

1. The following screen will appear.
Enter the account name and access token you want to add, then click "Add".
This completes the registration of Jobcan Expense Management & Workflow as My App.
For detailed instructions on registering Jobcan Expense Management & Workflow as My App, please refer to here.

Registering Microsoft Teams as My App

Microsoft365 (formerly Office365) has plans for home users and general business users (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.

Similarly, search for Microsoft Teams and click on the icon.

1. If you log in to Microsoft 365 in advance, My App registration will be completed instantly without input.
If you are not logged in, the following screen will appear.
Select the account to integrate.

2. Enter your password.
Once you have finished entering, click Sign In.

This concludes the registration of Jobcan Expense Management & Workflow and Microsoft Teams as My Apps.

When My App registration is successful, the following screen will be displayed.
Check if the icons for Jobcan Expense Management & Workflow and Microsoft Teams are displayed on the My Apps screen.

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For more detailed information about Yoom, please check the Yoom Help Center.

Selecting a Template and Preparing the Storage Location

Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting up the trigger that activates when an application is approved in Jobcan Expense Management & Workflow

1. First, click on "When the application is approved" at the top.

2. You can set the title freely.
Enter the account information that integrates with Jobcan Expense Management & Workflow.
Select "When the application is approved" as the trigger.
After entering, click "Next".

3. Set the trigger activation interval.
You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.
After setting, click "Test" and if there are no issues, click "Save".

Step 3: Setting up to send a message to a channel in Microsoft Teams

1. Return to the flow.
Click the icon for "Send a message to a channel".

2. Enter the account information that integrates with Microsoft Teams.
Select "Send a message to a channel" as the trigger.
After entering, click "Next".

3. Set each item.
When you click on the input field, the output or candidates obtained earlier will be displayed.
Please select the Team ID and Channel ID from the candidates.
Also, when you click on the message edit field, the output will be displayed. Please use it as needed.
After setting, click "Test" and if there are no issues, click "Save".

4. This completes the flow of [Sending Microsoft Teams when a contract is completed in Jobcan Expense Management & Workflow].

Step 4: Test and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

Even without programming experience, you can easily set it up with Yoom.
Try this convenient flow from the link below.

Other Automation Examples Using Jobcan Expense Management and Workflow

There are many other examples of automation using Jobcan Expense Management and Workflow on Yoom, so here are a few introductions.

1. A flow that adds to Microsoft Excel when an application is approved in Jobcan Expense Management and Workflow.‍

By utilizing this template, you can consolidate approved data into Microsoft Excel for centralized data management.
This eliminates the need for manual entry, contributing to more efficient administrative work.

2. This is a flow to add accounts registered in Salesforce to Jobcan Expense Management and Workflow.
‍ By utilizing this template, you can automatically add information to Jobcan Expense Management and Workflow when registering an account in Salesforce.
This is expected to lead to reduced working hours and more efficient business operations.

3. This is a flow where a task is added to Trello when an application is made in Jobcan Expense Management & Workflow.

By utilizing this flow, task management may become more efficient. Since tasks are automatically added to Trello, it reduces manual effort and helps prevent tasks from being overlooked.

Summary

By integrating Jobcan Expense Management & Workflow with Microsoft Teams, notifications can now be automatically sent to Microsoft Teams when an application is approved.
This eliminates the need to access Jobcan Expense Management & Workflow to check the application status, allowing you to focus more on important tasks.
Since Yoom can be used without coding, even beginners can easily start automation.
By utilizing the template function, you can build automation that suits your business without complex settings.
Why not aim for a more efficient work environment by leveraging Yoom?