When an application is approved in Jobcan Expense Management and Workflow, upload the files attached to the application to Google Drive.

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Overview

This flow uploads files attached to applications to Google Drive once they are approved in Jobcan Expense Management and Workflow.


■Recommended for

1. Personnel responsible for expense management in companies using Jobcan Expense Management and Workflow

・Company accounting personnel

・Sales or sales assistants who submit expense applications

2. Those who store files in Google Drive

・Administrative personnel responsible for storing company data and files

・Accounting personnel who store attached files in folders


■Benefits of using this template

Using Jobcan Expense Management and Workflow for expense application tasks allows for consistent management from application to approval, visualizing the workflow and improving efficiency.
However, storing receipt files from expense management is a significant burden during the expense management process.

This flow is suitable for those who want to streamline the process of storing file data.
By automatically storing receipt data attached to expense applications in Google Drive, you can prevent forgetting to save receipt files.
Additionally, you can use the same name for the saved file as the application form, allowing you to easily identify which application the saved file belongs to at a glance.

■Notes

・Please integrate both Jobcan Expense Management and Workflow, and Google Drive with Yoom.

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About the Apps You Use
Jobcan Expense Management & Workflow
Jobcan Expense Management & Workflow
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Jobcan Expense Management & Workflow
At Yoom, you can utilize the Jobcan Expense Reimbursement and Workflow API without any coding. It's possible to send notifications to Slack or Chatwork triggered by approvals in Jobcan, or to integrate application details with other SaaS platforms. Additionally, you can synchronize Jobcan application details with Yoom's database.
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Google Drive
Yoom allows you to integrate with Google Drive's API without any code, enabling the automation of various tasks. For example, you can automatically create new folders in Google Drive and store files, or download files from Google Drive and send them via email or chat.
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