How to update Sasuke once the credit limit review is completed in Money Forward Kakebarai by linking Money Forward Kakebarai and Sasuke

Step 1: Integration of Money Forward Deferred Payment and Sasuke My App

※ If the app integration is already completed, please proceed to Step 2.

1. Select "My App" from the left menu and click "+ New Connection" on the right side of the screen.

2. From the list of new connections in My App, select Money Forward Deferred Payment and Sasuke respectively, and integrate the apps.
　※ For the API key required for integrating Money Forward Deferred Payment, please refer to the article from the official support center on the right to issue it. [Procedure for Issuing API Key]
　※ To check Sasuke's API key or set the API access token, please select "Option API" from the left menu of the management screen.

Next, copy the template to My Project and create a flow bot.
If you haven't copied it yet, please copy the flow bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this Template" on the redirected page
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: Setting the Trigger to Activate When the Credit Limit Review of Money Forward Kakebarai is Completed

1. Open the copied template.
　※ You can change it to any title from the red-framed part in the image below.

2. Click the Flowbot's "App Trigger: When Credit Limit Review is Completed".

3. Set "Select Linked Account and Action".
　Change the title as needed and click "Next".

4. Set the Webhook Event Reception for the App Trigger.
　Refer to the instructions and notes to set it to activate when the credit limit review is completed.
　※ Reference: How to Set Up Webhook (Official Support Center Article)

5. If the test is successful, click "Save".

Step 3: Setting the Action to Retrieve Customer Information from Money Forward Kakebarai

1. Click the Flowbot's "Operate Database: Retrieve Customer Information".

2. Select the linked account and action.
　Change the title as needed and click "Next".

3. Set up the API connection.
　Enter/select the "Customer ID" and "Switch to Sandbox Environment" fields. Refer to the output obtained in Step 2 for the "Customer ID".

　※ The image below is an example of reference output.

4. If the test is successful, click "Save".

Step 4: Setting the Action to Update Customer Information in Sasuke

1. Click the Flowbot's "Integrate with App: Modify Customer Information".

2. Select the linked account and action.
　Change the title as needed and click "Next".

3. Set up the API connection.
　・Customer Number: Refer to the output obtained in Step 3.
　・Each item of Record Information: Use the output information obtained so far to set it up, referring to the notes below the field. If you have any questions about the item keys, please see this article.
　※ If there is other information you want to update, such as review ID or date, click "+ Add Record Information" to add settings.
　※ The image below is an example of input.

　※ The image below is an example of reference output.

4. If the test is successful, click "Save".

Finally, switch the trigger of the saved flow to "ON" to activate it.

This completes the flow "Update Sasuke when the Credit Limit Review of Money Forward Kakebarai is Completed".

Examples of Other Automations Using Money Forward Kakebarai and Sasuke

There are many other examples of automation using Money Forward Kakebarai and Sasuke in Yoom, so here are a few introductions.

1. This is a flow to update Sasuke's customer information when invoice issuance is completed with Money Forward Kakebarai. By automatically synchronizing invoice IDs, amounts, payment deadlines, etc., with customer information, invoice management in Sasuke becomes smoother. If all transaction-related information can be consolidated and centrally managed in a CRM, operational efficiency can be improved.

2. This is a flow for updating Microsoft Excel when the credit limit review is completed with Money Forward Kakebarai. By automatically reflecting the review results in the database, you can check the review results of multiple customers at once. It is useful when you want to check or aggregate customer information for the entire team or department.

3. This is a flow where a notification is sent to Microsoft Teams when the credit screening for Money Forward Kakebarai is completed. By integrating Money Forward Kakebarai with chat tools, automatic notifications can be sent when the screening is completed or when an invoice is issued. Real-time information sharing in commonly used chats is possible, preventing any oversights and allowing the entire team to smoothly grasp the details.

Summary

With the integration of Money Forward Kakebarai and Sasuke, you can automate the updating of customer information after the credit limit review is completed. This reduces human error when transcribing review results and enables real-time information updates. We encourage you to use Yoom to try out this integration. By automating the process, you can accurately and quickly consolidate information into your CRM, facilitating the development of sales strategies and the preparation for transactions.