When an expense claim is created in freee Accounting, send an email in Outlook.
When an expense claim is created in freee Accounting, send an email in Outlook.
Launch this workflow to connect
freee Accounting &
Microsoft Outlook
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■Overview
This is a flow that sends the application details via Outlook when a new expense application is created in freee Accounting.
By integrating freee Accounting with Outlook, you can avoid the need to manually send expense application details to Outlook, ensuring you stay updated and prevent any oversights in sharing information.
■Notes
・Please integrate both freee Accounting and Outlook with Yoom.
・Microsoft365 (formerly Office365) offers 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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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.
Notify Microsoft Teams of transactions in freee Accounting that have passed their payment due date at the beginning of each month.
This is a flow that notifies Microsoft Teams of transactions with overdue payment deadlines in freee Accounting at the beginning of each month. It eliminates the need for manual checks, reducing the burden on accounting personnel. It allows for quick information sharing with team members and prompts them to take action.
Notify Discord of transactions past their due date in freee Accounting at the beginning of each month.
This is a flow that notifies Discord of transactions with overdue payment deadlines in freee Accounting at the beginning of each month. By using this flow, you can regularly check for transactions that you have forgotten to pay and prompt necessary actions. Notifications are automatically sent to Discord, reducing the effort required for checking.
Notify Microsoft Teams when an expense claim in freee is approved.
This is a flow bot that retrieves information from an expense application in freee once it has been approved and sends a notification to a specific channel in Microsoft Teams. Feel free to modify the notification content and the target channel in Microsoft Teams as needed.
See more
About the Apps
freee Accounting
Templates using
freee Accounting
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.
Templates using
Microsoft Outlook
This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
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 detailsTemplates
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.
Collect invoices through the input form and register transactions in freee.
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 a quotation 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.
Create an invoice in freee from the Yoom database
Microsoft Outlook
Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.
see detailsTemplates
This is a flow that is triggered at the end of each month to send an email in Outlook. It can be used for various purposes such as aggregation processing in Microsoft Excel or monthly invoice issuance.
Activate the flow bot at the end of each month to send an email in Outlook.
This is a business workflow that automatically adds Outlook email content as notes to HubSpot. By utilizing Yoom's API integration and AI, it reduces manual tasks and streamlines information management.
Add a note to HubSpot based on the content of an Outlook email
This is a business workflow that automatically creates a Salesforce case from support request emails received in Outlook. By automatically converting support emails received in Outlook into Salesforce cases, you can eliminate the need for manual input and allocate valuable time to other important tasks.
Automatically create a case in Salesforce from support request emails received in Outlook.
No-Code API Actions
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 specific subject email is received
When an email is received
When an event is registered in the calendar
When a calendar event is added or updated
When a Task is Created
When an email is received
Flowbot operations
Get Business List
Create Unpaid Transaction
Create Settled Transaction
Get Account List
Get a list of unpaid transaction IDs
Get a list of unpaid transaction IDs past due date
Retrieve Deal
Create Deal Payment (Record Settlement)
Get a list of invoices
Get invoice details
Get a list of estimates
Get estimate details
Create Partner
Search business partners
Get Business Partner Details
Update Business Partner (Basic Info)
Update Business Partner (Bank Account Info)
Get Account Items List
Flowbot triggers
When an expense application, various applications, or payment request is created or updatedWhen expense claims, various requests, and payment requests are approvedWhen 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 Business ListCreate Unpaid TransactionCreate Settled TransactionGet Account ListGet a list of unpaid transaction IDsGet a list of unpaid transaction IDs past due dateRetrieve DealCreate Deal Payment (Record Settlement)Get a list of invoicesGet invoice detailsGet a list of estimatesGet estimate detailsCreate PartnerSearch business partnersGet Business Partner DetailsUpdate Business Partner (Basic Info)Update Business Partner (Bank Account Info)Get Account Items ListUpload Evidence File to File BoxRetrieve statement listRetrieve request listRetrieve specific approval request detailsSearch requestsCreate journal voucherCreate Custom RequestGet Department ListCreate Unpaid Transaction (Multiple Line Items)Create Settled Transaction (Multiple Line Items)Create Payment RequestRetrieve payment request listSearch payment requestsGet Payment Request DetailsUpdate File Box Receipt File InformationGet Approval Route ListGet Request Form List for Various ApplicationsGet Request Form Details for Various ApplicationsDownload Evidence File from File BoxUpdate Various ApplicationsUpdate dealCreate Expense RequestGet expense applications listSearch expense application informationGet Details of a Specific Expense ApplicationDelete TransactionGet Income StatementGet Balance SheetGet manufacturing cost reportGet manufacturing cost report (year-on-year comparison)Get manufacturing cost report (department comparison)Approve various applicationsSearch transactionsGet users belonging to an officeCreate invoiceGet tax code list for companyCreate deal line itemsGet item listGet Memo Tags ListGet Segment Tags ListUpdate transaction line itemsGet Transactions ListUpdate transaction payment lineSearch Bank Account StatementsGet Business Partner List
Flowbot triggers
When a specific subject email is receivedWhen an email is receivedWhen an event is registered in the calendarWhen a calendar event is added or updatedWhen a Task is CreatedWhen an email is received
Flowbot operations
Register Event in Own CalendarCreate CalendarRegister Event in Specified User's CalendarGet email attachment informationDownload email attachmentsDelete an event from a specified user's calendarUpdate an event in a specified user's calendarDelete an event from your calendarUpdate an event in your calendarタスクを作成する（リマインド設定対応）タスクを作成する（リマインド設定非対応）Search events in my calendarSearch events in a specified user’s calendarFind meeting timesGet calendar viewGet email messagesMove messageGet a specific messageMore inspiration for you
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