■Overview
This is a flow that notifies Discord when an invoice is registered in TOKIUM.
■Recommended for
1. Accounting personnel using TOKIUM
・Those who want to receive notifications of completed registrations on Discord to prevent oversights
・Those who want to flexibly set the notification destination on Discord according to the content of the registered invoice
2. Team members who want to understand the billing status in TOKIUM
・Those who want to grasp the progress of invoice registration to improve the overall work efficiency of the team
3. Managers and executives
・Those who want to understand the registration of invoices to important clients to aid in sales management and risk management
■Benefits of using this template
TOKIUM is an excellent tool for streamlining invoice management tasks, but manually notifying Discord every time an invoice is registered can become a bottleneck, wasting the time of the person in charge and potentially causing errors or delays.
By implementing this flow, notifications to Discord are automated with the registration of invoices in TOKIUM as a trigger, allowing for stress-free tracking of invoice registrations and enabling prompt approvals and confirmations. Eliminating manual notification tasks allows the person in charge to focus on more important tasks, thereby improving productivity.
■Notes
・Please integrate TOKIUM and Discord with Yoom respectively.
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When an expense is registeredWhen an invoice is registeredWhen a message is sent in a channelSend MessageSend FileCreate ChannelClose ChannelCreate Direct Message ChannelSearch User in ServerChange Channel NameRemove User from ServerCreate Invite URL for ChannelCreate Thread in Forum ChannelCreate Thread on MessageSend Message in ThreadRegister EmployeeUpdate EmployeeSearch EmployeesAssign Approval Flow to EmployeeSearch ExpensesSearch for Expense Application & Settlement RequestWhen an expense is registeredWhen an invoice is registeredRegister EmployeeUpdate EmployeeSearch EmployeesAssign Approval Flow to EmployeeSearch ExpensesSearch for Expense Application & Settlement RequestRetrieve Expense Application & Settlement RequestRetrieve Invoice InformationSearch Business PartnersRegister Business PartnersUpdate ClientSearch InvoiceRetrieve Invoice Evidence ImageRetrieve Expense InformationSearch ProjectRegister ProjectUpdate ProjectAssign Employee to Project RoleWhen a message is sent in a channelSend MessageSend FileCreate ChannelClose ChannelCreate Direct Message ChannelSearch User in ServerChange Channel NameRemove User from ServerCreate Invite URL for ChannelCreate Thread in Forum ChannelCreate Thread on MessageSend Message in Thread
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