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

Step 1: Connect Money Forward Kakebarai and Notion to My Apps

Before proceeding with the setup, let's connect the apps you'll be using with Yoom.

After logging into Yoom, click on "My Apps" in the left menu, then click "+ New Connection".

Search for Money Forward Kakebarai and Notion, and proceed with the input as per the displayed instructions.

Once the app connection is complete, the connected apps will be displayed in the My Apps list.

If Notion is also displayed, the My Apps connection is complete.
Next, let's move on to the specific template settings.
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 App Trigger with Money Forward Deferred Payment

Please click on the first flow "When the credit limit review is completed".

On the first page, the account information that has been linked with My App is reflected.

The title can be changed to something easy for you to understand, but the trigger action cannot be changed.
After confirming the account information, proceed by clicking "Next".

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On the next page, you will make detailed settings for the trigger action.

Copy the displayed URL and proceed with the settings while paying attention to the red frame part.

Once the credit limit review is completed, the template will be activated.

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Once the settings are complete, click "Test" to obtain the output.

Once confirmed up to this point, click "Save" to complete the app trigger settings.

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

Next, click "Retrieve Customer Information".

On the first page, just like the first flow, only confirm the account information and proceed to the next step.

On the next page, the output of the customer ID is reflected in the field.
Switching to the Sandbox environment is optional, so choose as needed.

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Once the two fields are filled, click "Test" to obtain the output for the items on Money Forward Deferred Payment.

Once the output is confirmed, click "Save" to complete the settings for customer information retrieval.

Step 4: Set up for Adding Records in Notion

Finally, click "Add Record".
After confirming the account information on the first page, enter the database ID below it.

This is the setting for which information in Notion to update.

The information of the account linked with My App is reflected, and after selecting from the candidates, click "Next".

On the next page, reflect the output obtained from the Money Forward Deferred Payment settings to add information to the specified table.

After entering the necessary items, click "Test" to check for errors.
If there are no issues, click "Save" to complete all settings.

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Finally, turn on the trigger to activate the flow.

With this, once the credit limit review is completed in Money Forward Deferred Payment, the specified information will be automatically reflected in Notion.


The flow bot template used this time
Add to Notion once the credit limit review is completed in Money Forward Deferred Payment

Examples of Other Automations Using Money Forward Kakebarai and Notion

There are many other examples of automation using Money Forward Kakebarai and Notion on Yoom, so let me introduce them.

1. The app integration between Money Forward Kakebarai and Notion can also be utilized for invoice issuance tasks. Once the invoice issuance process is completed with Money Forward Kakebarai, the specified information is automatically reflected in Notion. It is expected that complex invoice management tasks can proceed smoothly by utilizing this integration.

2. Once the credit screening is completed with Money Forward Kakebarai, you can receive notifications through the apps you usually use for work. For example, receiving notifications on Slack or Chatwork can help prevent oversights and allow you to smoothly transition to the next task.

Summary

By utilizing the integration of Money Forward Kakebarai and Notion, you can automate credit limit review information management without any programming knowledge. This improves operational efficiency and facilitates smoother interdepartmental coordination, potentially enhancing the quality of work. Why not simplify your operations with Yoom's no-code integration? Start with a free registration and experience the convenience of automation!