Notify overdue transactions in freee Accounting to Google Chat at the beginning of each month.

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  2. freee Accounting
  3. Notify overdue transactions in freee Accounting to Google Chat at the beginning of each month.
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■Overview

This is a flow that notifies Google Chat 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 Google Chat to prompt quick responses

‍

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

・It eliminates the need for manual checking, reducing the burden on accounting personnel.

・Automatic notifications at the beginning of each month reduce the risk of missing transactions with overdue payment deadlines.

‍

■Notes

・Please integrate both freee Accounting and Google Chat with Yoom.

・Integration with Google Chat is only possible with Google Workspace. For details, please refer to this link. https://intercom.help/yoom/ja/articles/6647336

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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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Yoom allows you to utilize the Google Chat API without any coding. You can send notifications to Google Chat triggered by information from input forms or various events in other SaaS platforms.
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Google Chat
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freee Accounting
– See what else you can do.
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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freee Accounting
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