How to integrate Money Forward Kakebarai with Airtable to automatically update Airtable once the credit check is completed in Money Forward Kakebarai

If you are conducting credit screening with Money Forward Kakebarai and compiling company information in Airtable, let's integrate these two apps!
The integration of Money Forward Kakebarai and Airtable is an <span class="mark-yellow">effective way to efficiently share information</span>. It makes it easier to proceed smoothly with operations, so why not give it a try?
This article introduces a mechanism that allows app integration without programming, complete with images. First, take a look at the main benefits.

Benefits of Integrating Money Forward Kakebarai and Airtable

1. Enhanced Integration

With this integration, once the credit screening is completed in Money Forward Kakebarai, Airtable is automatically updated based on that information.
Since the data is automatically updated, information sharing between teams using Money Forward Kakebarai and teams using Airtable will become smoother.
It also facilitates phase transitions after the completion of credit screening, and you can expect an improvement in operational speed.

2. Error Prevention

Credit screening is an important step involving money, so the information must be handled accurately.
However, when data transcription is done manually, human error is inevitable.
By introducing automation, human error can be minimized, making it easier to maintain data accuracy.

[About Yoom]

Now, let's automate the workflow of "adding to Airtable once the credit limit screening is completed in Money Forward Kakebarai"!
After registering with Yoom, create a flow bot to automate the workflow.
We provide detailed instructions with images on how to integrate, so please give it a try!

The above flow bot template can be copied from below.

1. Press the "View Details" on the banner above
2. The page will transition. Press "Try This Template" at the bottom
3. Register for Yoom

* If you have already completed registration, the login screen will be displayed, so please log in.

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How to Create a Workflow for Integrating Money Forward Postpay and Airtable

Step 1: Integrate Money Forward Postpay and Airtable with My Apps

The template will be copied, and the screen will look like the above.
Since you have transitioned to the Yoom page called "My Projects", please select "My Apps" from the menu on the left side of the screen.

First, integrate Yoom with each tool. Click "New Connection" at the top right.

Integration of Money Forward Postpay and Yoom

1. Search
‍Enter "Money Forward Postpay" in the search box and click the Money Forward Postpay icon.

2. Enter Required Fields

Click the red frame in the image and obtain the API key according to the content.
Paste the obtained API key into the access token.
The account name can be anything you like. It is recommended to use something easy to understand, such as a company name or person in charge.‍

3. Press Add
‍After entering the required fields, click Add at the bottom right.

If the above display is shown, the integration is complete.

Integration of Airtable and Yoom

1. Search
‍Enter Airtable in the search box and click the Airtable icon.

2. Sign In

The Airtable sign-in screen will be displayed. Sign in with the account you want to integrate with Money Forward Postpay.‍

3. Add Base

After signing in, you will transition to the screen above.

Click "Add Base" in the red frame and select the base you want to add the credit screening information of Money Forward Postpay to.

4. Allow Access

Once the base addition is complete, press "Allow Access".

Return to the Yoom screen, and if the above display appears, the integration is complete.

The integration of Money Forward Postpay and Airtable with Yoom is complete.
Next, let's configure the contents of the Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the page you navigated to
3. Register for Yoom
* If you have already completed registration, the login screen will be displayed, so please log in.

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Step 2: Set the Trigger for Money Forward Deferred Payment

1. Open My Project

Open "My Project" from the menu on the left side of the screen.

2. Open the Copied Template
‍Click "【Copy】Add to Airtable when the Credit Limit Review is Completed in Money Forward Deferred Payment".‍

3. Select the App Trigger
‍Select "When the Credit Limit Review is Completed" from the Money Forward Deferred Payment icon.
Press Next.‍

4. Set the Webhook

Copy the displayed URL and set it on the Money Forward Deferred Payment page.
For more details, please check the Money Forward Deferred Payment Webhook Settings Page.

5. Complete the Credit Review
‍Once the webhook settings are complete, complete the credit review in Money Forward Deferred Payment to use the data for testing.

6. Execute the Test

Return to the Yoom screen and press the test button.
If "Test Successful" is displayed in blue, the setup is complete. Please press Save.

Step 3: Set the Action for Money Forward Deferred Payment

1. Select the Action
‍Select "Retrieve Customer Information" from the Money Forward Deferred Payment icon.
Press Next.‍

2. Switch to the Sandbox Environment

As shown in the image, switch to the Sandbox environment.
You can change it from the dropdown.‍

3. Execute the Test
‍Press the test button at the bottom of the screen.
If "Test Successful" is displayed, it is complete. Please press Save.

Step 4: Set the Action for Airtable

1. Airtable Settings
‍Prepare the Airtable to transfer the information from Money Forward Deferred Payment.

This time, we will retrieve four pieces of data from Money Forward Deferred Payment: customer name, credit limit review ID, review result, and customer number.
Therefore, set up four fields that correspond to these.

2. Select the Action
‍Return to Yoom and select "Create Record" from the Airtable icon.
Press Next.

3. Enter the ID

Follow the notes at the bottom of the box and copy & paste from the Airtable URL.

4. Enter the Field Names

Enter the field names that correspond to the values.

For example, in the case of the image, the value is "Customer Name".
Therefore, according to the prepared Airtable, the field name corresponds to the company name.

5. Execute the Test
‍Once all other field names have been entered, press the test button.
If "Test Successful" is displayed, it is complete. Click Save.

6. Turn the Trigger ON

When the creation of the flowbot is complete, the above display will appear.
The trigger is initially set to OFF, so turn it ON.

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Flowbot Template Used This Time
Add to Airtable when the Credit Limit Review is Completed in Money Forward Deferred Payment

Money Forward Deferred Payment and Other Automation Examples Using Airtable

Yoom offers numerous templates using Money Forward Deferred Payment and Airtable. Let's introduce just a few of them!

1. Add to Airtable when an invoice is issued with Money Forward Deferred Payment
‍An invoice version is also available. Please use it together with this flow bot.

2. Once the credit limit review is completed with Money Forward Kakebarai, add it to Google Sheets
‍Integration with Google Sheets is also possible. This allows for simpler data management.

3. Once the credit limit review is completed with Money Forward Kakebarai, add it to Notion
‍If you want to organize information more creatively, how about integrating with Notion?

Summary

By integrating Money Forward Kakebarai with Airtable, credit screening data is automatically updated, eliminating the need for manual input. This helps prevent errors that often occur during manual transcription.
Additionally, since the data is quickly updated, you can always keep track of the latest information. This facilitates easier collaboration between teams and can also lead to improved communication.