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This section introduces a method to automatically update SPIRAL once the credit limit review is completed with Money Forward Kakebarai. Credit review information is crucial for companies to avoid transaction risks. However, manually transferring data between tools can lead to incorrect information being recorded. By automating this process, manual information updates become unnecessary, maintaining the accuracy of credit review information, which may help companies conduct appropriate transactions. Of course, improvements in operational efficiency can also be expected.
Money Forward Kakebarai is a highly reliable tool for streamlining credit review operations. However, manually updating information once the review is complete is time-consuming, and staff may be tied up with this simple task, losing time and effort that could be spent on more important tasks.
Therefore, it is recommended to integrate Money Forward Kakebarai with the information utilization tool SPIRAL. This integration allows for quick management of information.
Additionally, by automatically importing credit review results from Money Forward Kakebarai into SPIRAL, you can quickly utilize this information in various situations.
Furthermore, since credit review information can be centrally managed, smooth information sharing can also be expected.
Manual data entry carries the risk of human error. With this integration, data is automatically updated, reducing the risk of errors. Especially since credit review results are crucial for deciding whether to proceed with a transaction, accurate recording is necessary.
For example, if a credit review indicates that a company is risky, but this is not recorded and the transaction proceeds, the company may suffer financial losses.
This transcription task, where mistakes are not allowed, can be automated through the integration of Money Forward Kakebarai and SPIRAL, leading to improved data accuracy and reliable information management.
From here, we will introduce the setup procedure using Yoom's template.
[What is Yoom]
Let's set up the integration and automation of workflows between Money Forward Kakebarai and SPIRAL.
Using a template, we will introduce the steps to create a workflow for "Updating SPIRAL once the credit limit review is completed in Money Forward Kakebarai."
1. First, please log in to Yoom.
2. Click the "Try it out" button below to copy the template in Yoom.
Register "Money Forward Kakebarai" and "SPIRAL" as My Apps for this process.
By linking with your Yoom account, you can create a Flowbot.
(1) First, link Money Forward Kakebarai with Yoom.
Click "New Connection" in My Apps on the left side of the Yoom screen.
(2) Enter "Money Forward Kakebarai" in the search box and select it.
(3) The following screen will appear, so enter the account name and access token for Money Forward Kakebarai.
Obtain the access token by logging into Money Forward Kakebarai.
*Access Token (API key obtainable from Money Forward Kakebarai)
(4) Here is how to obtain the account token.
Click the account name from the menu list on the left side of the Money Forward Kakebarai management screen. Hover over "For Developers" and click when "API Key" appears.
(5) You will be redirected to the API key issuance page. Click "New Issue" in the top right corner to issue an API key and copy it.
(6) Return to Yoom, enter the account name and access token, and click "Add".
(1) Similarly to Money Forward Kakebarai, create a new connection from My Apps for SPIRAL.
(2) Enter the account name and access token for SPIRAL and click "Add".
Once Money Forward Kakebarai and SPIRAL are added to My Apps, the integration with Yoom is complete.
(1) Click "App Trigger" from the list of flows.
(2) Ensure that the account information linked with Money Forward Kakebarai is correct and that "Once the Credit Limit Review is Complete" is selected as the trigger action, then click "Next".
(3) Follow the steps to set up the Webhook event reception for the app trigger.
(4) Click "Test", and if no errors occur, click "Save".
(1) Click "Retrieve Customer Information" from the flow screen.
(2) Ensure that the account information linked with Money Forward Kakebarai is correct and that "Retrieve Customer Information" is selected as the action, then click "Next".
(3) In the API connection settings, select and enter necessary items such as the customer ID.
(4) Click "Test", and if no errors occur, click "Save".
(1) Click "Search Records" in the list of flow screens.
(2) Ensure that the account information linked with SPIRAL is correct, verify that "Search Records" is selected as the action, and click "Next".
(3) Enter the necessary items such as the App ID in the API connection settings.
(4) Click "Test", and if no errors occur, click "Save".
(1) Click "Update Records" in the list of flow screens.
(2) Ensure that the account information linked with SPIRAL is correct, verify that "Update Records" is selected as the action, and click "Next".
(3) Select and enter the necessary items such as the App ID in the API connection settings.
(4) Click "Test", and if no errors occur, click "Save".
Once all processes are completed, a completion screen will pop up.
Turning ON the trigger completes the setup.
There are many other examples of automation using Money Forward Kakebarai in Yoom, so here are a few introductions.
1. Update Sasuke When the Credit Limit Review is Completed with Money Forward Kakebarai
This is a flow to update Sasuke when the credit limit review is completed with Money Forward Kakebarai. It can save time and effort spent on manual data entry. Additionally, it allows for quick information sharing, which can contribute to smooth business operations.
2. Update RakuRaku Sales once the credit limit review is completed with Money Forward Deferred Payment
This is the flow to update RakuRaku Sales once the credit limit review is completed with Money Forward Deferred Payment. Utilizing this integration helps prevent human errors. Additionally, centralized information management allows for smoother business operations.
3. Update Airtable When Credit Limit Review is Completed in Money Forward Pay Later
This is the flow to update Airtable when the credit limit review is completed in Money Forward Pay Later. It prevents productivity loss due to manual work and allows for more detailed automatic entry of company information managed in Airtable.
In this article, we introduced a method to automatically reflect the results when the credit limit review is completed by integrating Money Forward Kakebarai and SPIRAL.
By integrating Money Forward Kakebarai and SPIRAL, you can reduce manual input tasks, which helps prevent human errors. Additionally, the time and effort previously spent on manual tasks can be allocated to other important tasks, ultimately leading to improved productivity for the entire company.
Moreover, by using the no-code tool Yoom, you can easily integrate without specialized knowledge. Why not take this opportunity to start improving operational efficiency with Yoom?
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