Notify Microsoft Teams of transactions in freee Accounting that have passed their payment due date at the beginning of each month.
Notify Microsoft Teams of transactions in freee Accounting that have passed their payment due date at the beginning of each month.
Launch this workflow to connect
freee Accounting &
Microsoft Teams
!
■Overview
This is a flow that notifies Microsoft Teams of transactions with overdue payment deadlines in freee Accounting at the beginning of each month.
■Recommended for
1. Accounting personnel using freee Accounting
・Those who do not want to miss transactions with overdue payment deadlines
・Those who want to check transactions with overdue payment deadlines collectively at the beginning of each month
・Those who want to notify team members via Microsoft Teams to prompt quick action
2. Business owners/managers using freee Accounting
・Those who want to understand transactions with overdue payment deadlines to help improve cash flow
・Those who want to send reminders to accounting personnel to improve work efficiency
■Benefits of using this template
・Eliminates the need for manual checking, reducing the burden on accounting personnel.
・By notifying via Microsoft Teams, you can quickly share information with team members and prompt action.
■Notes
・Please link both freee Accounting and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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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 Teams
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 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 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 detailsTemplates
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.
Activate the Flow Bot at the end of each month to notify Microsoft Teams.
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.
Add content posted in a specific room on Microsoft Teams to a Google Spreadsheet.
This is a business workflow that automatically adds members from Microsoft Teams posts to Google Workspace groups. It saves effort and streamlines group management.
Add members to a group in Google Workspace from content posted on Microsoft Teams.
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 message is sent to a channel
When a message is sent to a chat
When an event is added to 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 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 message is sent to a channelWhen a message is sent to a chatWhen an event is added to the calendarWhen a message with a file is sent to the channelWhen a reply is posted in a specific message thread
Flowbot operations
Get teamsGet team membersGet channel listPost a message to a channelSend message to chatGet chatsCreate channelPost a message to a channel (mention a channel)Create a calendar event (deprecated)Get user presenceReply to a message posted to a channelCreate a calendar eventGet folder informationDownload fileAdd member to teamGet replies to a specific messageGet messages in a specific channelGet user informationUpdate calendar eventGet events[For next page link] Get eventsCreate a teamDownload meeting recording dataGet meeting informationGet meeting recording listRequest approvalGet approval listCancel approvalMore inspiration for you
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