How to integrate Money Forward Kakebarai with kintone and add to kintone once the credit limit review is completed in Money Forward Kakebarai

How to Create a Workflow for Integrating Money Forward Kakebarai and kintone

Let's explore how to integrate Money Forward Kakebarai and kintone using Yoom.
This workflow is designed to "add kintone when the credit limit review is completed in Money Forward Kakebarai."

1. Integrate Money Forward Kakebarai and kintone with My Apps in Yoom
2. Set up an app trigger in Money Forward Kakebarai
3. Configure customer information retrieval in Money Forward Kakebarai
4. Set up record addition in kintone

You can easily integrate with the above four steps. No specialized knowledge is required! Click "Try this template" from the banner below, copy the template, and let's proceed with the setup together.

Step 1: Integrate Money Forward Deferred Payment and kintone with My Apps

First, integrate Yoom with Money Forward Deferred Payment and kintone.

Integration of Money Forward Deferred Payment and Yoom

(1) After logging into Yoom, click "+ New Connection" from the "My Apps" menu on the left.

(2) Enter "Money Forward Deferred Payment" in the search box and click on the displayed result.

(2) The following screen will be displayed, log in to Money Forward Deferred Payment and obtain an access token.

(2) Hover over "For Developers" in the menu on the left side of Money Forward Deferred Payment and click "API Key" that appears.

(3) Click "New Issue" at the top right, then click the "Copy" button next to the issued API key to copy it.

(4) Return to the previous screen in Yoom, enter the obtained API key in the "Access Token" field, and click "Add".

Integration of kintone and Yoom

(1) Similarly to Money Forward Deferred Payment, click "+ New Connection" from the "My Apps" menu on the left side of Yoom for kintone.

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(2) The following screen will be displayed, log in to kintone and obtain the client ID and client secret.

Refer to the following link for inputting the kintone integration.

How to Register kintone My Apps

Once Money Forward Deferred Payment and kintone are integrated, they will be displayed in the My Apps list, completing the integration.

Step 2: Set Triggers with Money Forward Deferred Payment

(1) Click on the "My Projects" menu on the left side of the Yoom screen and open the copied template "【Copy】Add to kintone when credit limit review is completed with Money Forward Deferred Payment".

(2) Click on the app trigger "When credit limit review is completed".

(3) Ensure that the linked account and trigger action are set to "When credit limit review is completed", then click "Next".

(4) The following screen will be displayed, follow the steps to configure it.

(5) Log in to Money Forward Deferred Payment, and click "Webhook" from "For Developers" in the menu on the left.

(6) The following screen will be displayed, click "Add New Endpoint" at the top right.

(7) Enter the required fields, set the event type to "customer_examination.examined (credit limit review)", and click "Add".

(8) The following screen will be displayed, click "Send Test".

(9) The following screen will be displayed, click "Send".

(10) Return to the Yoom screen and click "Test".

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(11) If no errors occur, click "Save".

Step 3: Set Up Customer Information Retrieval with Money Forward Deferred Payment

(1) Return to the flow and click on "Retrieve Customer Information."

(2) Ensure that the linked account is correct and that the action is set to "Retrieve Customer Information," then click "Next."

(3) Enter the customer ID and click "Test."

(4) If no errors occur, click "Save."

Step 3: Add Record Settings in kintone

(1) Return to the flow and click on "Add Record."

(2) Scroll down to find the "Database Integration" section.
Select the app ID of the linked account from the options and click "Next."

(3) The following screen will be displayed. Set it up as explained and click "Test."

(4) If no errors occur, click "Save."

Step 4: Turn ON the Trigger

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

With this, the flow "Add kintone when the credit limit review is completed with Money Forward Deferred Payment" is complete.

Other Examples of Automation Using Money Forward Kakebarai and kintone

There are many other examples of automation using Money Forward Kakebarai and kintone at Yoom, so let me introduce a few.

1. Automatically Create a Quotation in Money Forward Cloud Invoice When kintone Status is Updated
‍This is a flow bot that can automatically create a quotation using the item details registered in kintone's sub-table. The work starts automatically with the status update, which seems helpful for saving time and improving work efficiency.

2. Notify LINE WORKS when the credit screening for Money Forward Deferred Payment is completed
This is a flow that automates the process of receiving notifications as soon as the screening is completed by integrating Money Forward Deferred Payment with LINE WORKS. It is expected to not only improve operational efficiency but also prevent human errors by reducing manual work.

3. When the status of kintone is updated, issue and send an invoice using the details in the table
This is a flow that links kintone, Google Sheets, and Gmail to send the created invoice via email. The invoice uses a template that has been pre-created in Google Sheets, so there is no need to create it from scratch.

Summary

By integrating Money Forward Kakebarai with kintone, it becomes possible to automatically add credit limit review information, significantly improving operational efficiency.

Managing multiple apps might seem challenging, but by utilizing Yoom for integration, you can reduce manual tasks and manage information accurately, which is expected to lessen the operational burden.
As a result, companies will be able to make quick and accurate decisions.

Yoom offers a variety of templates, so please take this opportunity to try them out.