How to integrate Money Forward Cloud Expenses with Google Chat to automatically notify in Google Chat after approval in Money Forward Cloud Expenses

Money Forward Cloud Expense is a tool that helps reduce the burden of accounting tasks. It allows for easy automation of journal entries and accurate aggregation of expenses.
However, there may be instances where manual handling is required for information sharing after approval, which can sometimes become a burden.
This article provides a detailed introduction to the benefits of integrating Money Forward Cloud Expense with Google Chat and how to proceed with the initial setup.

This article is recommended for

The content introduced this time is recommended for the following people!

・Those who are utilizing both Money Forward Cloud Expense and Google Chat
・Accounting personnel or approvers seeking to streamline the expense application approval process and respond quickly
・Those who want to prevent oversights and human errors in expense applications and approvals

Benefits and Examples of Integrating Money Forward Cloud Expense with Google Chat

Benefit 1: Streamlining the Approval Process

By integrating Money Forward Cloud Expense with Google Chat, the approval process can potentially become smoother.
Especially in projects involving many members, efficient information sharing regarding approvals can help synchronize the timing for moving on to the next tasks.
For example, when expense approval notifications for large projects are appropriately shared, necessary payment processing and adjustment tasks can be carried out promptly.
In situations where delays in approval have significant impacts, an environment that enables quick responses can lead to improved team productivity.
As a result, post-approval responses become smoother, and overall operational efficiency is expected to improve.

Benefit 2: Strengthening Interdepartmental Collaboration

Integrating Money Forward Cloud Expense with Google Chat can potentially enhance communication between departments and strengthen overall operational collaboration.
For example, the purchasing department may find it easier to proceed with ordering materials, or project managers may find it easier to adjust work plans based on necessary expenses.
Furthermore, if questions or confirmations are needed during the approval process, utilizing Google Chat allows for quick message transmission and easier coordination among responsible parties.
Even if there are delays in approval, it becomes possible to check progress with the responsible parties or quickly communicate correction requests if there are deficiencies in the application content.
With automated notifications improving information sharing efficiency, an environment where departments can easily collaborate with each other will be established.

Benefit 3: Easier Progress Tracking

By utilizing automated notifications, the approval status of expense applications is shared as needed, making it easier to track the progress of the entire project.
Additionally, notifications are sent when applications are approved, allowing project managers to make decisions on proceeding with the next tasks based on that information.
Especially when multiple applications are progressing in parallel, it becomes possible to track the progress of each.
For example, if a hardware purchase application necessary for an IT department project is approved by the accounting department, receiving a notification via Google Chat allows for timely arrangement tasks. With clear approvals and progress status, the entire team can operate based on unified information, leading to efficient task execution.

In this article, we will proceed with integration using Yoom.
If you haven't used it yet, please take a look at Getting Started with Yoom.

[What is Yoom]

How to Create an Integration Flow between Money Forward Cloud Expense and Google Chat

This time, we will create a flow of [Notify Google Chat when an expense application is approved in Money Forward Cloud Expense].

The integration flow is broadly created through the following processes.

・Register Money Forward Cloud Expenses and Google Chat as My Apps
・Set up a trigger that activates when an expense application is approved in Money Forward Cloud Expenses
・Configure notifications to Google Chat
・Test and verify

Step 1: Integrate Money Forward Cloud Expenses and Google Chat as My Apps

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

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

2. You can search by app name in the input field.
This time, search for and register Money Forward Cloud Expenses and Google Chat respectively.

Register Money Forward Cloud Expenses as My App

Let's start by registering Money Forward Cloud Expenses. Enter "Money Forward Cloud Expenses" in the input field, and the icon for Money Forward Cloud Expenses will appear. Click on the icon.

The following screen will appear.
Please enter the Application ID and Secret.
For detailed instructions on how to register Money Forward Cloud Expenses as My App, please refer to the following link.
How to register Money Forward Cloud Expenses as My App
Click "Add" to complete the registration of Money Forward Cloud Expenses as My App.

Register Google Chat as My App

Integration with Google Chat is only possible with Google Workspace.
For details, please refer to here.
Search for Google Chat in the same way and click on the icon.

1. The following screen will appear.
Click "Sign in with Google".

2. Enter the Client ID and Client Secret.
For detailed instructions on how to register Google Chat as My App, please refer to here.
Once you have finished entering, click "Register".

This concludes the registration of Money Forward Cloud Expenses and Google Chat as My Apps.

If the registration of My Apps is successful, the following screen will be displayed.
Please check if the icons for Money Forward Cloud Expenses and Google Chat are displayed on the My Apps screen.

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

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

Step 2: Setting the Trigger to Activate When an Expense Application is Approved in Money Forward Cloud Expenses

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

2. You can set the title freely.
Enter the account information to link with Money Forward Cloud Expenses.
Select "When an expense application is approved" as the trigger.
Once you have finished entering, click "Next".

3. Set the Trigger Activation Interval and Business ID.
The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.
When you click the input field for the Business ID, candidates will be displayed, so select from them.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting Notifications in Google Chat

1. Finally, click the icon for "Notify in Google Chat".

2. Enter the account information to link with Google Chat.
Select "Send a message" as the action.
Once you have finished entering, click "Next".

3. Set the Space Resource Name and Message Content.
When you click the input field, the output or candidates obtained earlier will be displayed.
Select the Space Resource Name from the candidates.
When you click the message editing field, the output will be displayed, so use it as needed.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

5. This completes the flow of [Notify in Google Chat when an expense application is approved in Money Forward Cloud Expenses].

Step 4: Testing and Confirmation

Once the setup is complete, a screen like the one below will be displayed.
Click the "Turn ON Trigger" button to activate the flow bot.

With Yoom, you can easily complete the setup without any programming knowledge.
Try this convenient flow from the link below.

Other Automation Examples Using Money Forward Cloud Expenses

There are many other examples of automation using Money Forward Cloud Expenses on Yoom, so here are a few introductions.

1. This is a flow where information is linked to Google Sheets when an expense application is approved in Money Forward Cloud Expenses.
‍ By utilizing this template, you can automatically add application information to a specified sheet in Google Sheets when an expense application is approved in Money Forward Cloud Expenses.
This flow is convenient when you want to manage reimbursed expenses in Google Sheets.

2. This is a flow to link expenses applied in Money Forward Cloud Expense to Google Sheets.
‍ By utilizing this template, you can automatically add the application details to a specified sheet in Google Sheets when expenses are applied in Money Forward Cloud Expense.
Additionally, since the data is automatically updated, issues caused by manual input errors are less likely to occur.

3. This is a flow that notifies Microsoft Teams when an expense application is approved in Money Forward Cloud Expense.
‍In the flow introduced this time, notifications are sent to Google Chat, but by using this template, notifications will be automatically sent to Microsoft Teams.
By utilizing this template, you can streamline post-approval communication and facilitate smooth information sharing on Microsoft Teams.

Summary

By integrating Money Forward Cloud Expenses with Google Chat, you can receive automatic notifications in Google Chat when an expense application is approved in Money Forward Cloud Expenses.
This not only reduces the effort of individually notifying approvals but also enables faster information sharing.
For those who "want to incorporate automation without programming knowledge," Yoom is recommended.
By simply selecting and setting up a template that suits your business, anyone can easily create an automation system.
Daily routine tasks and repetitive tasks can also be easily automated by just selecting a template.
Incorporate Yoom and aim to improve your business efficiency!