When an application is submitted in Jobcan Expense Management and Workflow, add a task to Todoist.

■Overview

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

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

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■Recommended for‍

1. Accounting personnel using Jobcan Expense Management & Workflow

・Those who want to manage expense application tasks in Todoist

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

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

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2. Accounting teams using Todoist

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

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■Benefits of using this template

Jobcan Expense Management & Workflow is a tool that streamlines expense management tasks, but manually registering application details as tasks in Todoist can be redundant and carries the risk of input errors and information leaks.

By implementing this flow, a task is automatically created in Todoist when an application is submitted in Jobcan Expense Management & Workflow.
This allows for centralized management of expense application details in Todoist, facilitating smooth task assignment, progress management, and status checks, thereby improving work efficiency.

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■Notes‍

・Please integrate both Jobcan Expense Management & Workflow and Todoist 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.