How to link Money Forward Cloud Expenses with Discord to receive notifications on Discord when an expense claim is approved in Money Forward Cloud Expenses

I believe some of you are considering measures to prevent oversight in expense application verification. When multiple applications are submitted, there might be instances where information is overlooked. Why not try integrating Money Forward Cloud Expenses with Discord to "automatically notify the status of expense applications"? In this article, we will introduce how to "automatically notify Discord when an expense application is approved in Money Forward Cloud Expenses." Furthermore, we will use Yoom, which allows for app integration and flow bot creation without the need for programming. We will also explain the steps in detail. Please take a look. Recommended for: Why not consider integrating Money Forward Cloud Expenses with Discord if you are: - Looking to reduce manual work in the accounting department and improve operational efficiency - Wanting to enhance the transparency of the expense approval flow - Aiming to streamline expense applications in a remote work environment - Handling a large number of expense applications and aiming to automate and streamline the approval process - Using both Money Forward Cloud Expenses and Discord and wanting to integrate them to streamline application-related tasks Benefits and Examples of Integrating Money Forward Cloud Expenses with Discord Benefit 1: Automate Notifications By utilizing this integration, you can reduce the manual work of notifying Discord about application information from Money Forward Cloud Expenses. For example, suppose the accounting staff manually notifies Discord about information from Money Forward Cloud Expenses. Manually notifying application statuses takes time and effort. By integrating Money Forward Cloud Expenses with Discord, the time spent on notifications can be used for important tasks such as handling expense applications. This is expected to reduce the administrative work of accounting staff and improve operational efficiency. Benefit 2: Prevent Oversight By automatically notifying the information from Money Forward Cloud Expenses to the chat tool you always use, you can prevent oversight of information from Money Forward Cloud Expenses. For instance, in an environment where many applications are received, manually checking Money Forward Cloud Expenses might lead to missed responses. Integrating Money Forward Cloud Expenses with Discord is expected to reduce such human errors. This allows for smooth confirmation of application information, potentially leading to improved productivity. Benefit 3: Visualize Application Status You can check the status of expense applications on Discord, making it possible to visualize the approval flow. For example, suppose a sales representative submits an application. Since the information is immediately shared on Discord, you can quickly check details such as the "applicant" and "application content" at a glance. This allows the team to understand the content, improving the transparency of expense applications and enabling quick responses if there are any deficiencies in the application content. These are the benefits of integrating Money Forward Cloud Expenses with Discord. Next, we will explain about Yoom. [About Yoom] How to Create an Integration Flow between Money Forward Cloud Expenses and Discord Let's quickly explain the steps to "notify Discord when an expense application is approved in Money Forward Cloud Expenses" using Yoom. We will proceed with the following process: - Register your app - Copy the template - Set triggers and actions - Turn on the trigger and verify the operation We will explain with actual setting screens, so let's create it together! You can issue a Yoom account from here.

Step 1: Register My Apps

Before setting up Flowbot, let's connect Yoom with your apps.

1. Register My Apps for Money Forward Cloud Expenses

First, let's connect Money Forward Cloud Expenses with Yoom.
Select My Apps on the left side of the Yoom workspace → New Connection, then click on Money Forward Cloud Expenses.

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Enter the Application ID and Secret.
For detailed instructions on how to connect Money Forward Cloud Expenses, please check here.

This completes the registration of My Apps for Money Forward Cloud Expenses.

2. Register My Apps for Discord

Next, let's connect Discord with Yoom.
Follow the same steps as before, select My Apps → New Connection, then click on Discord.

Set any name for the account name.
Enter the Bot Token obtained from here as the Access Token.
For detailed instructions on setting up Discord, please check this article.

This completes the registration of My Apps for Discord.

Step 2: Copy the Template

Next, let's copy the template to be used this time.
First, click on the banner below.

Click to move to Yoom's template site.
On that screen, click "Try this template".

Switch to the Yoom workspace screen, and when it shows that the template has been copied, click "OK".

The template has been successfully copied.

Step 3: Set the Trigger for Money Forward Cloud Expenses

Next, proceed to the Flowbot settings.
Click on the copied template's "When expense application is approved".

1. Select Linked Account and Action

・You can change the title as needed.
・Ensure the linked account information is correct.
・Select "When expense application is approved" as the trigger action.
・After entering, click "Next".

2. API Connection Settings for App Trigger

・Set the trigger activation interval.
・You can choose intervals of 5, 10, 15, 30, or 60 minutes.
・The shortest activation interval varies depending on the plan.
・Set the business ID and click test.

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If the test is successful and the output from Money Forward Cloud Expenses is obtained, save it.

Step 4: Set the Action for Discord

This is the final item!
Click "Notify on Discord" to complete the setup.

1. Select Linked Account and Action

・You can change the title as needed.
・Verify the linked account information.
・Select "Send Message" as the action.
・After entering, click "Next".

2. API Connection Settings

・Set the channel ID.
・Create the message while selecting the Discord output.
・After entering, run the test, and if the message is notified on Discord, save it.

Click save, and when it shows that the template has been copied, select "Turn on Trigger".

The Flowbot setup is now complete!

Examples of Automation Using Money Forward Cloud Expenses

Yoom offers a variety of templates, and we are continuously adding more. By utilizing these templates, you can easily create setups by following the guidelines. This time, we will introduce three examples of automation using Money Forward Cloud Expenses.

1. This template automatically adds approved expense claims from Money Forward Cloud Expenses to Google Sheets.

Manually transferring the status of expense claims to Google Sheets is time-consuming and inefficient. By linking Money Forward Cloud Expenses with Google Sheets, you can automatically add approved claims to Google Sheets.

2. This is a template for automatically notifying Google Chat when an expense claim is approved in Money Forward Cloud Expense.

By sending notifications to chat tools like Google Chat that you regularly use, it seems possible to prevent missing important information.
Additionally, since you can check the latest status on Google Chat, it should save you the trouble of opening different tools.

3. This is a template for automatically notifying LINE WORKS when an expense claim is approved in Money Forward Cloud Expenses.

Manual notifications can lead to human errors such as input mistakes or omissions.
By integrating Money Forward Cloud Expenses with LINE WORKS, you can automate the notification process, which helps prevent human errors.

Summary

By integrating Money Forward Cloud Expenses with Discord, you can automate notifications, which is expected to reduce effort and human errors.
Additionally, since the application content can be visualized by the team, it will be possible to respond quickly if there are any issues with the content.
Furthermore, by utilizing Yoom, you can connect apps and create flow bots without the need for programming.
The ability to customize freely is one of the advantages of using Yoom.

Why not take this opportunity to integrate Money Forward Cloud Expenses with Discord and automate application status notifications?