When an expense claim is approved in freee Accounting, store it in Microsoft Excel and send it via Outlook.

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■Overview

This is a flow where, once an expense application is approved in freee Accounting, the application details are stored in a Microsoft Excel database and sent to Outlook.

By integrating freee Accounting with Microsoft Excel and Outlook, you can save the effort of operating each app individually and repeatedly entering data, allowing for smoother business operations.

Additionally, since records are automatically added to Microsoft Excel and sent to Outlook, you can prevent any omissions or leaks in information management.

Feel free to change the notification content and the chat room for notifications in Outlook as needed.

■Notes

Please integrate freee Accounting, Microsoft Excel, and Outlook with Yoom.

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

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About the Apps You Use
freee Accounting
freee Accounting
 Templates using
Microsoft Excel
Microsoft Excel
Templates using
Microsoft Outlook
Microsoft Outlook
Templates using
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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templates
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
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templates
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.
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templates
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