How to integrate Money Forward Kakebarai with Airtable to automatically add to Airtable when an invoice is issued in Money Forward Kakebarai

The process consists of 6 steps and can be set up in 15-20 minutes.

1. Register Money Forward Kakebarai and Airtable as My Apps
2. Set a trigger to activate when invoice issuance is completed in Money Forward Kakebarai
3. Set an action to retrieve billing information in Money Forward Kakebarai
4. Set an action to retrieve customer information in Money Forward Kakebarai
5. Set an action to create a record in Airtable
6. Verify the automation between Money Forward Kakebarai and Airtable

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Step 1: Register Money Forward Kakebarai and Airtable as My Apps

Please register Money Forward Kakebarai and Airtable as My Apps in Yoom.
Registering as My Apps will facilitate smooth automation settings.

First, register Money Forward Kakebarai as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Find Money Forward Kakebarai from the app list or search for it using "Search by App Name".

The following screen will be displayed, so check the description and set the "Account Name" and "Access Token".

Next, register Airtable as My App.
Refer to Yoom's help page for the registration method.

Once both My App registrations are complete, Money Forward Kakebarai and Airtable will be displayed.

Step 2: Set a Trigger to Activate When Invoice Issuance is Completed in Money Forward Kakebarai

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, please check the "Title" and "Description".
If you need to make changes, you can do so from the following page.
To set up Money Forward Deferred Payment, click "When the invoice is issued".

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

• "Title" → Can be freely changed
• "Account information linked with Money Forward Deferred Payment" → Check for discrepancies
• "Trigger Action" → When the invoice is issued
  

When the following screen is displayed, click the red frame to copy the Webhook URL.
Move to the Money Forward Deferred Payment screen and set it according to the precautions.
After setting, click "Test" → "Test Successful" → "Save".

Step 3: Set up an action to obtain billing information in Money Forward Deferred Payment

Next, to set up obtaining billing information in Money Forward Deferred Payment, click "Obtain Billing Information".
When the following screen is displayed, check the settings.

• "Title" → Can be freely changed
• "Account information linked with Money Forward Deferred Payment" → Check for discrepancies
• "Action" → Obtain billing information
  

The following screen will be displayed, so set the "Invoice ID" using the output from "When the invoice is issued".
Click the arrow in the red frame to use the output.

Scroll down and set "Switch to Sandbox Environment".
After setting, click "Test" → "Test Successful" → "Save".

Step 4: Set up an action to obtain customer information in Money Forward Deferred Payment

Next, to set up obtaining customer information in Money Forward Deferred Payment, click "Obtain Customer Information".
When the following screen is displayed, check the settings.

• "Title" → Can be freely changed
• "Account information linked with Money Forward Deferred Payment" → Check for discrepancies
• "Action" → Obtain customer information
  

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

The following screen will be displayed, so proceed with the settings.

• "Customer ID" → {{Customer ID}}
  Select from the output of "Obtain Billing Information".
• "Switch to Sandbox Environment" → Switch to Sandbox Environment

After setting, click "Test" → "Test Successful" → "Save".

Step 5: Set up an action to create a record in Airtable

Next, to set up Airtable, click "Create Record".
When the following screen is displayed, check the settings.

• "Title" → Can be freely changed
• "Account information linked with Airtable" → Check for discrepancies
• "Action" → Create Record
  

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

When the following screen is displayed, proceed with the settings.

• "Base ID", "Table ID or Name" → Check the description and set

Scroll down and set the "Field Information".
Values are already set, but please set the Money Forward Deferred Payment information you want to check in Airtable as desired.

• "Field Name" → Set to match the "Value"
• "Value" → Use the output from Money Forward Deferred Payment
  * Click the arrow in the red frame to use the output from Money Forward Deferred Payment.

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

Step 6: Verify the automation operation between Money Forward Deferred Payment and Airtable

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

Other examples of automation using Money Forward Deferred Payment and Airtable

1. This is a flow that automatically adds to Airtable when the credit limit review is completed in Money Forward Deferred Payment.
‍You no longer need to manually enter the review results from Money Forward Deferred Payment into Airtable.
Automatic updating of review results also prevents human errors.

2. This is a flow that automatically notifies Microsoft Teams once the invoice issuance for Money Forward deferred payment is completed.
Since you can notify Microsoft Teams of the invoice information for Money Forward deferred payment, it becomes easier to verify the data.
By specifying the notification destination, information sharing can be easily conducted.

3. This is a flow to automatically reflect the list of unpaid invoices in Money Forward Kakebarai onto a Google Spreadsheet.
You can retrieve the list of unpaid invoices at a specified date and time and automatically add it to a Google Spreadsheet.
This allows you to grasp the status of unpaid invoices and respond quickly.

Summary

In this article, we introduced how to automate the registration of invoice information by integrating Money Forward Kakebarai with Airtable.
This automation saves the hassle of manual registration, preventing duplicate entries and input errors.
As a result, you can expect improved work efficiency and data management accuracy.

Additionally, app integration using Yoom is recommended as it can be done easily without any coding.
If you're interested, please try it out by signing up for free here.