Notify Microsoft Teams when an expense claim in freee is approved.
freee Accounting Microsoft Teams

Notify Microsoft Teams when an expense claim in freee is approved.

Yoom's freee Accounting &  Microsoft Teams  are ready to use! Automate tasks instantly—just copy the template!

■Overview

This is a flow bot that retrieves information from an approved expense application in freee and notifies a specific channel in Microsoft Teams.

Feel free to change the notification content and the target channel in Microsoft Teams as needed.

■Notes

・Please integrate Yoom with both freee accounting and Microsoft Teams.

・If you are using this for various applications or payment requests, you will need to change the settings.

・Please note that the trigger will not fire in the case of proxy approval.

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

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About the Apps You Use
freee Accounting
freee Accounting
Templates using

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.

You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍

You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.‍
Microsoft Teams
Microsoft Teams
Templates using

A flow bot that automatically starts at the end of each month and sends notifications via Teams. This flow bot can perform various automated processes through the flows added after the branch on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.

You can add content posted in a specific room on Microsoft Teams to a Google Spreadsheet. By automating the transcription process, you can prevent human errors and improve work efficiency.

This is a business workflow that automatically adds members from Microsoft Teams posts to Google Workspace groups. It saves effort and streamlines group management.
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.
see details
Templates

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.

You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍

You can create invoices in freee using the billing information registered in the Yoom database. The created invoices can be viewed within freee.‍
Microsoft Teams
Yoom allows you to utilize Microsoft Teams API without any coding. By integrating Teams with Yoom, you can automate notifications to Teams and automatically register events in the Teams calendar.
see details
Templates

A flow bot that automatically starts at the end of each month and sends notifications via Teams. This flow bot can perform various automated processes through the flows added after the branch on the right side. *For example, it can be used for various purposes such as monthly invoice issuance processing, aggregation processing to spreadsheets, or regular data backup processing.

You can add content posted in a specific room on Microsoft Teams to a Google Spreadsheet. By automating the transcription process, you can prevent human errors and improve work efficiency.

This is a business workflow that automatically adds members from Microsoft Teams posts to Google Workspace groups. It saves effort and streamlines group management.
Templates
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API Actions That can be No-Code
Executable API actions
Flowbot triggers
    When an expense application, various applications, or payment request is created or updated
    When expense claims, various requests, and payment requests are approved
    When an expense application is created or updated (webhook)
    When various applications are created or updated (webhook)
    When a payment request is created or updated (webhook)
    When a message is sent to a channel
    When a message is sent to a chat
    When an event is registered in the calendar
    When a message with a file is sent to the channel
    When a reply is posted in a specific message thread
Flowbot operations
    Get Company List
    Create Unsettled Deal
    Create Settled Deal
    Retrieve Wallet Accounts
    Get Unsettled Deal IDs
    Get Overdue Unsettled Deal IDs
    Retrieve Deal
    Create Deal Payment (Record Settlement)
    List Invoices
    Get Invoice Details
    List Estimates
    Get Estimate Details
    Create Partner
    Search Partners
    Get Partner Details
    Update Partner (Basic Info)
    Update Partner (Bank Account Information)
    Retrieve Account Items
    Upload Supporting Documents to File Box
    Retrieve Statement Lines
    List Approval Requests
    Retrieve Specific Request Information
    Search Requests
    Create Manual Journal
    Create Request
    Get Department List
    Register Unsettled Transaction (multiple line items)
    Register a settled transaction (multiple line items)
    Create a payment request
    Get payment request list
    Search payment requests
    Get a specific payment request
    Update File Box receipt file information
    Get list of approval routes
    Get list of General Request forms
    Get General Request form details
    Download receipt file from File Box
    Update a General Request
    Update deal
    Create expense application
    List expense applications
    Search expense applications
    Get details of a specific expense application
    Delete Transaction
    Retrieve Profit and Loss Statement
    Retrieve Balance Sheet
    Retrieve Manufacturing Cost Report
    Retrieve Manufacturing Cost Report (Year-over-Year Comparison)
    Get Manufacturing Cost Report (Department Comparison)
    Approval actions for requests
    Search transactions
    Get users in company
    Create invoice
    Get company tax codes
    Create deal line items
    Get item list
    Get memo tag list
    Get segment tag list
    Update transaction line items
    List transactions
    Update transaction payment line
    Search account statements
    Get List of Teams
    Retrieve Team Members List
    Get List of Channels
    Send Message to Channel
    Send Message to Chat
    List chats
    Create Channel
    Add Members to Private Channel
    Send Message to Channel (Mention in Channel)
    Create Event in Calendar (Deprecated)
    Get User Presence
    Reply to Channel Message
    Create Calendar Event
    Retrieve Folder Information
    Download File
    Add Member to Team
    Retrieve List of Replies to a Specific Message
    Retrieve List of Messages in a Specific Channel
    Retrieve user information
Flowbot triggers
    When an expense application, various applications, or payment request is created or updated
    When expense claims, various requests, and payment requests are approved
    When an expense application is created or updated (webhook)
    When various applications are created or updated (webhook)
    When a payment request is created or updated (webhook)
Flowbot operations
    Get Company List
    Create Unsettled Deal
    Create Settled Deal
    Retrieve Wallet Accounts
    Get Unsettled Deal IDs
    Get Overdue Unsettled Deal IDs
    Retrieve Deal
    Create Deal Payment (Record Settlement)
    List Invoices
    Get Invoice Details
    List Estimates
    Get Estimate Details
    Create Partner
    Search Partners
    Get Partner Details
    Update Partner (Basic Info)
    Update Partner (Bank Account Information)
    Retrieve Account Items
    Upload Supporting Documents to File Box
    Retrieve Statement Lines
    List Approval Requests
    Retrieve Specific Request Information
    Search Requests
    Create Manual Journal
    Create Request
    Get Department List
    Register Unsettled Transaction (multiple line items)
    Register a settled transaction (multiple line items)
    Create a payment request
    Get payment request list
    Search payment requests
    Get a specific payment request
    Update File Box receipt file information
    Get list of approval routes
    Get list of General Request forms
    Get General Request form details
    Download receipt file from File Box
    Update a General Request
    Update deal
    Create expense application
    List expense applications
    Search expense applications
    Get details of a specific expense application
    Delete Transaction
    Retrieve Profit and Loss Statement
    Retrieve Balance Sheet
    Retrieve Manufacturing Cost Report
    Retrieve Manufacturing Cost Report (Year-over-Year Comparison)
    Get Manufacturing Cost Report (Department Comparison)
    Approval actions for requests
    Search transactions
    Get users in company
    Create invoice
    Get company tax codes
    Create deal line items
    Get item list
    Get memo tag list
    Get segment tag list
    Update transaction line items
    List transactions
    Update transaction payment line
    Search account statements
Flowbot triggers
    When a message is sent to a channel
    When a message is sent to a chat
    When an event is registered in the calendar
    When a message with a file is sent to the channel
    When a reply is posted in a specific message thread
Flowbot operations
    Get List of Teams
    Retrieve Team Members List
    Get List of Channels
    Send Message to Channel
    Send Message to Chat
    List chats
    Create Channel
    Add Members to Private Channel
    Send Message to Channel (Mention in Channel)
    Create Event in Calendar (Deprecated)
    Get User Presence
    Reply to Channel Message
    Create Calendar Event
    Retrieve Folder Information
    Download File
    Add Member to Team
    Retrieve List of Replies to a Specific Message
    Retrieve List of Messages in a Specific Channel
    Retrieve user information
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