■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


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
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
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)
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
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
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