How to integrate Money Forward Cloud with Chatwork to receive notifications in Chatwork when a payment request for debt settlement is approved in Money Forward Cloud.

As digitalization of business operations progresses, the integration of tools to streamline accounting tasks and information sharing is gaining attention. Particularly, by integrating the approval process for debt payments in Money Forward Cloud with team communication in Chatwork, it is possible to significantly improve operational efficiency. This article explains how to automatically notify Chatwork when a payment request is approved in Money Forward Cloud.

Recommended for

Those who want to automate business processes using Money Forward Cloud debt payments
Those who use Chatwork with their team and aim to improve notification efficiency and accuracy
Those who feel challenges with manual notifications and confirmation tasks in the debt payment approval process
Those who want to enhance real-time information sharing in a remote work environment
Those interested in integrating Money Forward Cloud debt payments with Chatwork and considering its implementation

Benefits and Examples of Integrating Money Forward Cloud and Chatwork

Benefit 1. Improved Operational Efficiency and Reduced Work Time

Traditionally, every time a debt payment was approved, the person in charge had to manually notify the relevant parties. This was time-consuming and could lead to human errors. For example, if the person in charge was busy, notifications could be delayed, causing subsequent tasks to stall. By integrating Money Forward Cloud with Chatwork, notifications are automatically sent upon approval. This frees the person in charge from manual notification tasks, allowing them to focus on other important tasks.

Benefit 2. Enhanced Visibility and Transparency of Information

By sharing approval status on Chatwork, the entire team can grasp information in real-time. Specifically, details such as "who approved it and when" and "what the next step is" become clear. This reduces unnecessary confirmation tasks among stakeholders and increases the transparency of business processes. Additionally, past approval histories can be easily referenced, making subsequent tracking easy.

Benefit 3. Promotion of Business Response in Remote Environments

In today's world where remote work is prevalent, sharing information with members who are not in the office is important. By integrating Money Forward Cloud with Chatwork, approval information can be received in real-time even in remote environments. For example, even while working from home, you can immediately receive approval notifications and quickly start the next task. This facilitates smooth business progress beyond geographical constraints.

Now, let's explain how to use the no-code tool Yoom to integrate Money Forward Cloud with Chatwork and notify Chatwork when a payment request is approved in Money Forward Cloud.

[About Yoom]

How to Notify Chatwork of Debt Payment Approvals in Money Forward Cloud

It is possible to achieve this by receiving records registered in the Money Forward Cloud database using the Money Forward Cloud API and notifying the specified Chatwork channel of the registered record data using the API provided by Chatwork. Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom.

This flow will proceed in four main processes.
・Integrate Money Forward Cloud and Chatwork with My Apps
・Copy the template
・Set triggers in Money Forward Cloud and configure integration settings in Chatwork
・Turn on the trigger and confirm the automated integration

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Step 1: Integrate Money Forward Cloud and Chatwork with My Apps

First, register My Apps in Money Forward Cloud.
Here, you will set up the app information to be integrated into Yoom. Log in to the Yoom workspace and click + New Connection in the My Apps screen.

Enter "Money Forward" in the search box and click on Money Forward Cloud Debt Payment.

The registration screen for Money Forward Cloud Debt Payment will be displayed.
Enter the details and click "Add".
※ For integration methods, please check here.

The registration of Money Forward Cloud Debt Payment in My Apps is complete.
Next, register Chatwork in My Apps.
Just like the registration of Money Forward Cloud Debt, click "My Apps" → "New Connection" on the left side of the Yoom screen.

Search for Chatwork using "Search by App Name" or find it from the app list.

When the following screen appears, click "Allow" in the red frame.

Once the integration is complete, you will return to the My Apps screen and Chatwork will be displayed.
This completes the registration of Money Forward Cloud Debt Payment and Chatwork in My Apps for this use.

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Step 2: Copy the Template

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

Read the following screen display and click "OK".
If changes are necessary, you can click on the relevant section to make modifications.

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Step 3: Setting Triggers in Money Forward Cloud and Configuring Chatwork Integration

We will proceed with the operations of the Flowbot.
A screen like the one in the image below will be displayed, so click on the area within the red frame.
In the "Select Linked Account and Action" screen, confirm that there are no mistakes with the Money Forward Cloud Debt Payment account to be linked this time, and click "Next".

The API settings screen for the app trigger will be displayed.
Enter the information according to the content.
・Trigger activation interval: 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
・Business ID: Information within the linked Money Forward Cloud Debt Payment will be displayed, so enter from the candidates.

Once the input is complete, run the test, and after confirming the test success, click "Save".

Next, configure the Chatwork settings. Click on the area within the red frame.

In the "Select Linked Account and Action" screen, confirm that there are no mistakes with the Chatwork account to be linked this time, and click "Next".

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The API connection settings screen will be displayed.
Proceed with the input according to the content.
・Room ID: Click the input area to display candidates. Select from the candidates.
・Message content: This is the content sent to Chatwork. You can mention using "To:{Account ID}".
Once the input is complete, run the test, and after confirming the test success, click "Save".

Step 4: Turn on the Trigger and Confirm the Automation Integration

When you click "Save" above, a screen like the image below will be displayed.
Finally, click "Turn on Trigger" to complete the automation settings.
Check if the Flowbot is activated correctly.

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Here is the template used this time.

Other Automation Examples Using Money Forward Cloud and Chatwork

① Create a Quote in Money Forward Cloud Invoice Using HubSpot Information

This is a flow to create a quote in Money Forward Cloud Invoice using HubSpot information. By using this template, you can automatically create a quote in Money Forward Cloud Invoice from the HubSpot deal details page. This eliminates the need for data entry and operations in Money Forward Cloud Invoice, reducing the burden on the person in charge and minimizing human errors.

② Notify Chatwork when a comment is posted on kintone

This flow notifies Chatwork when a comment is posted on kintone. By using this template, you can integrate communication tools and improve work efficiency.

③ Add content posted in a specific room on Chatwork to Google Sheets

This is a flow to add content posted in a specific room on Chatwork to Google Sheets. By using this template, you can read the content posted on Chatwork and automatically transfer it to Google Sheets, significantly reducing the time required for transcription tasks. Additionally, you can set a specific room in Chatwork settings, allowing you to transfer only the information of necessary members.

Summary

The integration of Money Forward Cloud and Chatwork significantly streamlines the approval process for debt payments. Automated notifications prevent delays and errors in information sharing, enhancing the speed and accuracy of operations. Additionally, real-time information sharing enables the entire team to maintain productivity even in a remote work environment.
No special skills or knowledge are required to implement automation with Yoom.
Simply follow the instructions to input the necessary information, making the process easy to handle. Take advantage of Yoom's automation and experience improved operational efficiency!