When an expense claim is approved in Money Forward Cloud Expense, notify Microsoft Teams.

■Overview

This is a flow that notifies Microsoft Teams when an expense application is approved in Money Forward Cloud Expense.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

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‍■Recommended for

1. Companies using Money Forward Cloud Expense for expense applications

・Those who frequently need to submit expense reimbursement applications

・Team managers who find it cumbersome to communicate after application approval

・Accounting personnel who want to understand details immediately after approval

2. Those using Microsoft Teams for business

・Those using Microsoft Teams as a team communication tool

・Those who want to receive notifications about applications on Microsoft Teams

■Benefits of using this template

Money Forward Cloud Expense is a useful tool as an expense application workflow system, but manually sharing information after approval can be time-consuming and labor-intensive.

By utilizing this template, you can smoothly share information on Microsoft Teams immediately after approval without the burden of communication tasks. Additionally, since application information is automatically synchronized, the risk of communication errors due to transcription mistakes is reduced.

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■Notes

・Please integrate Yoom with both Money Forward Cloud Expense and Microsoft Teams.

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

・Triggers 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.