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

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

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

■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

Here are some Similar Templates!
freee Accounting
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.
freee Accounting
Create a quotation in freee from the Yoom database
You can create a quote in freee using the quote information registered in the Yoom database. The created quote can be viewed within freee.‍
freee Accounting
Create an invoice 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.‍
freee Accounting
Microsoft Teams
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.
freee Accounting
Discord
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.
freee Accounting
Microsoft Teams
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 all templates
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
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.‍
Google Chat
Google Chat
Templates using

This is a flow that is triggered at the end of each month to send notifications to Google Chat. 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 Google Sheets, or regular data backup processing.

You can add content posted in a specific room on Google Chat to a Google Spreadsheet. Since the content posted on Google Chat can be automatically added to a Google Spreadsheet, you can improve work efficiency.

Create a system that adds the inquiry details entered in the form to a Google Spreadsheet and simultaneously notifies Google Chat. You can automate information management by adding the form contents to a designated Google Spreadsheet that you regularly use. Additionally, by notifying Google Chat of the responses to the form and the addition to the Google Spreadsheet, it is possible to consistently accumulate and share information.
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.‍
Google Chat
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.
see details
Templates

This is a flow that is triggered at the end of each month to send notifications to Google Chat. 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 Google Sheets, or regular data backup processing.

You can add content posted in a specific room on Google Chat to a Google Spreadsheet. Since the content posted on Google Chat can be automatically added to a Google Spreadsheet, you can improve work efficiency.

Create a system that adds the inquiry details entered in the form to a Google Spreadsheet and simultaneously notifies Google Chat. You can automate information management by adding the form contents to a designated Google Spreadsheet that you regularly use. Additionally, by notifying Google Chat of the responses to the form and the addition to the Google Spreadsheet, it is possible to consistently accumulate and share information.
Templates
No items found.
Related apps
No items found.
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 space
    When a message with a mention to the bot is sent
    When a file is posted to a space
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
    Send a message
    Delete a space
    Create a space
    Invite a member to a space
    Remove member from space
    Invite a group to a space
    Change a member's role in a space
    Send a message to a thread
    Reply quoting a message
    Update space
    Create a direct message space
    Send a message with an attachment
    Upload an attachment
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 space
    When a message with a mention to the bot is sent
    When a file is posted to a space
Flowbot operations
    Send a message
    Delete a space
    Create a space
    Invite a member to a space
    Remove member from space
    Invite a group to a space
    Change a member's role in a space
    Send a message to a thread
    Reply quoting a message
    Update space
    Create a direct message space
    Send a message with an attachment
    Upload an attachment
Work Smarter 
with Yoom
Get started in
30 sec!
Try for free now!