Integrate Airtable with Money Forward Kakebarai to automatically register transaction information in Money Forward Kakebarai when it is recorded in Airtable.

The process consists of 5 steps.

1. Register Airtable and Money Forward Deferred Payment in My Apps
2. Set a trigger to activate when a record is registered in Airtable
3. Set an action to register a transaction in Money Forward Deferred Payment
4. Set an action to update a record in Airtable
5. Verify the automation between Airtable and Money Forward Deferred Payment

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Step 1: Register Airtable and Money Forward Deferred Payment in My Apps

Register Airtable and Money Forward Deferred Payment as My Apps connected to Yoom.
By registering My Apps first, the automation setup will proceed smoothly.

First, let's register Airtable as a My App.
Please refer to the registration method here to register.

Next, please register Money Forward Deferred Payment as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Money Forward Deferred Payment using "Search by App Name" or find it from the app list.

The following screen will be displayed, so please check the explanation of "Account Name" and "Access Token" and register.

Once both My App registrations are complete, Airtable and Money Forward Deferred Payment will be displayed in My Apps.

Step 2: Set a trigger to activate when a record is registered in Airtable

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If changes are needed, you can make them on the following page.
To set up Airtable initially, click "When a record is registered".

The following screen will be displayed, so check the settings.

• "Title" → Set optionally
• "Account information linked with Airtable (OAuth)" → Check for discrepancies in the account
• "Trigger Action" → When a record is registered
  

When the following screen is displayed, check the setup method.
Here you can check how to obtain field information.

The following screen will be displayed, so let's configure the settings.

• "Trigger interval" → Choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
  ※ Note that the trigger interval varies depending on the plan.
• "Base ID", "Table ID", "Field name of Created Time" → Check the description and set

Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 3: Set up the action to register a transaction with Money Forward Kakebarai

Next, to set up Money Forward Kakebarai, click "Register Transaction".
When the following screen is displayed, check the settings.

• "Title" → Set optionally
• "Account information linked with Money Forward Kakebarai" → Check for discrepancies in the account
• "Action" → Register Transaction
  

The following screen will be displayed, so check the precautions.

Scroll and use the output of "When a record is registered" to set the required fields.
Click the arrow in the red frame to use the output.
"Transaction Date", "Payment Due Date", "Invoice Issuance Date" should be set in the format "2024-10-22".
Once the other required fields are set, click "Test" → "Test Successful" → "Save".

Step 4: Set up the action to update a record in Airtable

Next, to set up updating a record in Airtable, click "Update Record".
When the following screen is displayed, check the settings.

• "Title" → Set optionally
• "Account information linked with Airtable (OAuth)" → Check for discrepancies in the account
• "Action" → Update Record
  

The following screen will be displayed, so check the precautions.

When the following screen is displayed, configure the settings.

• "Base ID", "Table ID or Name" → Check the description and set
• "Record ID" → Set from the output of "When a record is registered"
  

Scroll and configure the "Field Information".

• "Field Name" → Transaction ID
• "Value" → Set using the output from Money Forward Kakebarai
  

Step 5: Verify the automation between Airtable and Money Forward Kakebarai

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flowbot is operating correctly.

Flowbot template used this time
Register transaction information managed in Airtable to Money Forward Kakebarai

Other Examples of Automation Using Airtable and Money Forward Kakebarai

1. This is a flow where invoices are automatically added to Airtable once they are issued in Money Forward Kakebarai.
You can automatically add invoice information, eliminating the need for manual entry.

2. This is a flow where the credit limit review is completed with Money Forward Kakebarai and then automatically added to Airtable.
There is no longer a need to add the Money Forward Kakebarai review results to Airtable, allowing for time savings.

3. This is a flow that automatically adds the billing list of Money Forward Postpay to kintone from the day after.
By managing the billing list in kintone, data inconsistencies are prevented.

Summary

By integrating Airtable with Money Forward Kakebarai, the registration of transaction information is automated, which can lead to more efficient business processes.
This allows for consistent data maintenance, enabling companies that require critical data management to maintain information without discrepancies.
Implement this automation to streamline your data management.

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