When an application is submitted in Jobcan Expense Settlement/Workflow, add a task to Jooto.

■Overview

This is a flow that adds a task to Jooto when an application is made in Jobcan Expense Management & Workflow.

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■Recommended for‍

1. Accounting personnel using Jobcan Expense Management & Workflow

・Those who want to manage expense application tasks in Jooto

・Those who want to reduce the hassle of manually syncing application details between Jobcan Expense Management & Workflow and Jooto

・Those who want to always check the latest application status in Jooto

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2. Accounting teams using Jooto

・Those who want to visually manage expense applications in Jooto's Kanban format

・Those who want to manage submitted expense applications as tasks in Jooto and share them with the team

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■Benefits of using this template

Jobcan Expense Management & Workflow is an excellent tool for streamlining expense management tasks.
However, manually registering application details as tasks in Jooto can be redundant and carries the risk of input errors and information leaks.

By implementing this flow, a task is automatically created in Jooto when an application is made in Jobcan Expense Management & Workflow.
This allows for centralized management of expense application details in Jooto, making it easier to assign tasks to personnel, manage progress, and check response status smoothly.

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■Notes‍

・Please integrate both Jobcan Expense Management & Workflow and Jooto with Yoom.

・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.