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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.

Launch this workflow to connect freee Accounting & Google Chat !

■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
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.‍
Google Chat
Templates using
Google Chat

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
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Related apps
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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 space
    When a message with a mention to the bot is sent
    When a file is posted to a space
Flowbot operations
    Get Business List
    Create Unpaid Transaction
    Create Settled Transaction
    Get Account List
    Get Unpaid Transaction ID List
    Get list of IDs for unpaid deals past due date
    Retrieve Deal
    Create Deal Payment (Record Settlement)
    Get invoice list
    Get invoice details
    Get estimate list
    Get estimate details
    Create Partner
    Search Partners
    Get Business Partner Details
    Update Business Partner (Basic Info)
    Update Business Partner (Bank Account Info)
    Get Account Items List
    Upload Evidence File to File Box
    Retrieve transaction details list
    Retrieve approval request list
    Retrieve specific approval request details
    Search approval requests
    Create journal voucher
    Create Custom Request
    Get Department List
    Create Unpaid Transaction (Multiple Line Items)
    Create Settled Transaction (Multiple Line Items)
    Create Payment Request
    Get Payment Request List
    Search Payment Requests
    Get Payment Request Details
    Update File Box Receipt File Information
    Get Approval Route List
    Get Request Form List for Various Applications
    Get Request Form Details for Various Applications
    Download Evidence File from File Box
    Update Various Applications
    Update deal
    Create Expense Request
    Get Expense Application List
    Search Expense Application Information
    Get Details of a Specific Expense Application
    Delete Transaction
    Get Income Statement
    Get Balance Sheet
    Get manufacturing cost report
    Get manufacturing cost report (year-on-year comparison)
    Get manufacturing cost report (department comparison)
    Approve various applications
    Search transactions
    Get list of users belonging to a company
    Create invoice
    Get tax code list for company
    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
    Get Business Partner List
    Send message
    Delete space
    Create space
    Invite members to space
    Remove member from space
    Invite group to space
    Change member role in space
    Send message to thread
    Reply with quoted message
    Update space
    Create a direct message space
    Send a message with attachments
    Upload attachment
    Download file
    Get messages
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 Business List
    Create Unpaid Transaction
    Create Settled Transaction
    Get Account List
    Get Unpaid Transaction ID List
    Get list of IDs for unpaid deals past due date
    Retrieve Deal
    Create Deal Payment (Record Settlement)
    Get invoice list
    Get invoice details
    Get estimate list
    Get estimate details
    Create Partner
    Search Partners
    Get Business Partner Details
    Update Business Partner (Basic Info)
    Update Business Partner (Bank Account Info)
    Get Account Items List
    Upload Evidence File to File Box
    Retrieve transaction details list
    Retrieve approval request list
    Retrieve specific approval request details
    Search approval requests
    Create journal voucher
    Create Custom Request
    Get Department List
    Create Unpaid Transaction (Multiple Line Items)
    Create Settled Transaction (Multiple Line Items)
    Create Payment Request
    Get Payment Request List
    Search Payment Requests
    Get Payment Request Details
    Update File Box Receipt File Information
    Get Approval Route List
    Get Request Form List for Various Applications
    Get Request Form Details for Various Applications
    Download Evidence File from File Box
    Update Various Applications
    Update deal
    Create Expense Request
    Get Expense Application List
    Search Expense Application Information
    Get Details of a Specific Expense Application
    Delete Transaction
    Get Income Statement
    Get Balance Sheet
    Get manufacturing cost report
    Get manufacturing cost report (year-on-year comparison)
    Get manufacturing cost report (department comparison)
    Approve various applications
    Search transactions
    Get list of users belonging to a company
    Create invoice
    Get tax code list for company
    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
    Get Business Partner List
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 message
    Delete space
    Create space
    Invite members to space
    Remove member from space
    Invite group to space
    Change member role in space
    Send message to thread
    Reply with quoted message
    Update space
    Create a direct message space
    Send a message with attachments
    Upload attachment
    Download file
    Get messages
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