freee会計で特定条件に合う経費申請が承認されたら、LINE WORKSに通知する

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■概要

「freee会計で特定条件に合う経費申請が承認されたら、LINE WORKSに通知する」ワークフローは、経費申請の承認情報を自動でLINE WORKSに通知します。
関係者への連絡がスムーズになり、対応のタイミングを逃しにくくなります。

■このテンプレートをおすすめする方

  • freee会計を活用して経費申請や承認ワークフローを管理している方
  • 特定の条件を満たした経費申請の承認状況をすばやく把握したい方
  • 経費の承認があった際、関連するメンバーや担当者に効率的に情報を共有したい方
  • 社内コミュニケーションツールとしてLINE WORKSを導入している組織
  • LINE WORKSを通じて経費申請のステータスや承認情報を適切に周知したい方

■このテンプレートを使うメリット

freee会計で経費申請が承認された際、LINE WORKSへスピーディに通知が送られるため、状況の把握が容易になります。
これにより、申請内容の見逃しや対応の遅れを防ぐことができます。
また、LINE WORKS上で通知を受け取ることで、メンバー同士の連携や社内コミュニケーションの活性化が期待できます。
通知をきっかけに、次の対応や確認事項についてその場でディスカッションができるため、業務の流れがスムーズになるでしょう。

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Register a new client in freee from the input form
Register a new client in freee using the information from the input form. You can also register account information and contact person details.
Collect invoices through the input form and register transactions in freee.
The invoice information uploaded to the input form will be automatically registered as an unpaid transaction in freee. It is also possible to store the invoice file in freee's file box and link it to the transaction. You can share the created input form with external parties (such as business partners) and have them upload invoices directly to the form.
Create a quotation in freee from the Yoom database
You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍
Create an invoice in freee from the Yoom database
You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.‍
When you receive an email with an attached invoice, use AI to read the invoice and register it in freee Accounting.
When receiving an email with an attached invoice, AI is utilized to automatically read the invoice content and register the billing information in freee Accounting. There is no need to open the email, download the file, or manually enter the information into freee. Additionally, by incorporating a review by the person in charge, more accurate invoice information integration is possible.
Register unpaid transactions from the Yoom database to freee.
Register unpaid transactions from the Yoom database to freee. The relevant business partner must be registered in advance on freee.
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freee Accounting
freee Accounting
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LINE WORKS
LINE WORKS
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About the apps you use
freee Accounting
Yoom allows you to integrate with the freee accounting API without any code, enabling the automation of various tasks. For example, you can register transactions and clients in freee accounting, and automatically generate documents such as invoices and quotes in freee accounting. Additionally, you can synchronize transaction and client information from freee accounting with Yoom's database for various uses.
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LINE WORKS
Yoom allows you to integrate with LINE WORKS API without any code, enabling the automation of various tasks. You can automatically send messages and files to LINE WORKS or register events in the LINE WORKS calendar. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign with LINE WORKS.
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