■Overview
This flow notifies Microsoft Teams when the invoice issuance for Money Forward Deferred Payment is completed.
■Recommended for
1. Sales Representatives
・For those who want to receive notifications on Microsoft Teams when invoice issuance for their clients is completed, enabling them to smoothly proceed with subsequent tasks such as payment confirmation.
2. Managers and Executives
・For those who want to track invoice issuance for important clients on Microsoft Teams to aid in sales management and risk management.
■Benefits of Using This Template
Money Forward Deferred Payment is an excellent tool for streamlining billing operations, but manual tasks such as confirmation after invoice issuance and notifications to related departments can be time-consuming and labor-intensive.
With this flow, notifications are sent to a designated channel in Microsoft Teams as soon as invoice issuance is completed, allowing all employees to grasp the issuance status in real-time and quickly move on to the next actions such as confirmation and approval. This eliminates the need for manual confirmation and notification tasks, achieving operational efficiency and time savings.
■Notes
・Please integrate Money Forward Deferred Payment and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.
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