Connect Money Forward Kakebarai with RakuRaku Sales to automatically add it to RakuRaku Sales once the credit limit screening of Money Forward Kakebarai is completed.

Step 1: Integrate My Apps

First, let's register Money Forward Deferred Payment and RakuRaku Sales in Yoom's "My Apps".
Click on My Apps from the left side of the Yoom page.

1. Register Money Forward Deferred Payment in My Apps
Click on New Connection and enter Money Forward Deferred Payment in the search box.
Please refer to here for entering the account name and access token.

This completes the registration of Money Forward Deferred Payment.

2. Register RakuRaku Sales in My Apps
Click on New Connection and enter RakuRaku Sales in the search box.

Please generate the API token according to the image above.

Once generated, copy and paste into the required fields.
After entering, click Add at the bottom right.

If the above display appears, the integration is complete.
Registration of RakuRaku Sales in My Apps is complete.‍

Next, let's set up the Flowbot using the template you copied earlier!
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 redirected page
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

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Step 2: Set up the App Trigger

Click on the item "When the credit limit review is completed" in the app trigger.

The title can be changed to something easy to understand.
After confirming that there are no errors in the account information, proceed to the next page without changing the trigger action.

Please refer to the notes in the above image to set up the Webhook.
Once the Webhook setup is complete, execute the Money Forward Postpaid credit limit review to obtain sample values.

Conduct a test, and if the output is correctly obtained, click "Save".

Step 3: Retrieve Customer Information from Money Forward Postpaid

Next, click on the item "Retrieve Customer Information".

As before, this page is already set up.
Please click "Next".

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The customer ID is set.
By setting it as above, you can automatically obtain the "Customer ID" when the credit limit application is completed in Money Forward Postpaid.

Conduct a test, and after confirming the output, click "Save".

Step 4: Register a Record in Rakuraku Sales

Next, click on the item "Register a Record".

This page is also already set up.
Please click "Next".

Please refer to the annotations outside the box to enter the domain, account name, and DB schema ID.

The "Value to Register" for the registration data is set as above.
By setting it as above, you can automatically obtain the "Customer Name" when the credit limit application is completed in Money Forward Postpaid and register it in Rakuraku Sales.

"Credit Limit Review ID" and "Review Result" are also set.
Like the customer name, these can also be automatically reflected in Rakuraku Sales.

Conduct a test, and if successful, click "Save".

Finally, when the above screen is displayed, turn "Trigger ON" to activate the flow bot!

This completes the flow bot for "Adding Rakuraku Sales when the credit limit review is completed in Money Forward Postpaid".

Introduction to Other Flows Using Money Forward Kakebarai and Raku Raku Sales

Yoom offers many more flow bot templates that utilize Money Forward Kakebarai and Raku Raku Sales.
This time, we will introduce three recommended flow bots from among them!

1. A flow that automatically notifies Slack when the invoice issuance for Money Forward Kakebarai is completed.
By using this flow, you can receive notifications of invoice issuance completion on Slack, helping to prevent any oversights.

2. This is a flow that automatically reflects the list of unpaid invoices from Money Forward Kakebarai into a Google Spreadsheet database.
By utilizing this flow, the need for manual data updates is eliminated, reducing the risk of input errors and missed updates, thereby improving operational efficiency.

3. This is a flow where when a report is issued in RakuRaku Meisai, the report information is automatically added to RakuRaku Hanbai.
By utilizing this flow, it is possible to eliminate the hassle of manual input and prevent input errors in advance.
Additionally, by automating the input process, the entire team can focus on core tasks, which is expected to improve productivity.

Summary

In this article, we introduced a method to integrate Money Forward Kakebarai with RakuRaku Sales, allowing for the automatic addition of RakuRaku Sales once the credit limit review is completed in Money Forward Kakebarai.
By using this flow bot, manual tasks are reduced, enabling timely information updates and quick decision-making.
You can automate various tasks by integrating apps with Yoom.
In addition to Money Forward Kakebarai and RakuRaku Sales, it is possible to integrate with many other apps.

Please take a look at this list of flow bot templates.