■Overview
This is a flow that notifies Microsoft Teams when an invoice is registered in TOKIUM.
■Recommended for
1. Accounting personnel using TOKIUM
・Those who want to receive notifications of completed registrations on Microsoft Teams to prevent oversight
・Those who want to flexibly set the notification destination in Microsoft Teams according to the content of the registered invoice
2. Team members who want to understand the billing status in TOKIUM
・Those who want to receive notifications of completed invoice registrations for important clients on Microsoft Teams and respond promptly
3. Managers and executives
・Those who want to understand invoice registrations for important clients to aid in sales management and risk management
■Benefits of using this template
TOKIUM is a tool to streamline invoice management and eliminate operational waste, but manually notifying Microsoft Teams every time an invoice is registered not only consumes time and effort but also carries the risk of human error.
By implementing this flow, notifications to Microsoft Teams are automatically triggered by invoice registrations in TOKIUM. This smart solution not only contributes to improving the overall productivity of the company by streamlining invoice management tasks but also helps reduce human error.
■Notes
・Please integrate TOKIUM and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.