How to integrate Money Forward Cloud Debt Payment with Discord to notify when a payment request is approved

Have you ever experienced delays due to the lack of smooth sharing of payment request approval statuses? Especially with the increase in online interactions, such challenges can impact the overall efficiency of operations. The solution to such concerns is the integration of Money Forward Cloud Debt Payment with Discord using Yoom. This integration allows the entire team to easily grasp the progress of payment requests, reducing the burden of confirmation tasks and information leakage. Moreover, with the no-code tool Yoom, anyone can easily set it up without programming. This article explains the specific integration steps and benefits. If you want to be freed from cumbersome tasks and work efficiently as a team, please take a look. Recommended for: - Those using Money Forward Cloud Debt Payment and feeling a time lag in information sharing - Those utilizing Discord as a communication tool for business - Those looking to streamline collaboration with remote work or overseas members - Those who want to smoothly share payment requests and approval statuses with the entire team - Those who feel challenges in visualizing business flows and are considering process improvements Benefits and specific use cases of integrating Money Forward Cloud Debt Payment with Discord: Benefit 1: Improve business speed with real-time sharing of approval information By integrating Money Forward Cloud Debt Payment with Discord, notifications are automatically sent every time a payment request is approved. This mechanism reduces the time lag associated with manual information sharing, allowing approval information to be quickly communicated to team members. For example, during times when payments are concentrated at the end of the month, manual confirmation and communication are usually required, which can lead to delays. However, by utilizing this automatic notification, necessary information is shared as soon as approval is given, allowing you to proceed to the next step immediately. Especially in remote work environments or with overseas team members, the speed of information sharing has a significant impact. Notifications enable smooth collaboration with members in distant locations, improving overall business speed. Benefit 2: Simplify information sharing to reduce confirmation errors Notifications automatically posted on Discord allow the entire team to easily grasp the content of payment requests and the progress of approvals. This eliminates the need for individual confirmations, enabling everyone to share the same information, reducing confirmation errors and communication burdens. For instance, even if the finance person is unavailable due to meetings or outings, other members can proceed with the next steps for approved payments just by checking the notifications on Discord. Additionally, in large teams, necessary information becomes clear according to each member's role and project, preventing task duplication or omissions. This creates an environment where individual members can focus more on their tasks. Benefit 3: Promote process improvement by visualizing business flows By recording the approval status of payment requests through automatic notifications, the entire business flow can be visualized. This makes it easy to identify unprocessed requests or delayed progress, allowing processes to proceed smoothly. Additionally, having a history allows for easy review of situations later, helping to identify areas for improvement in operations. For example, if payments to external vendors related to a specific project are included, there is no need for email or phone exchanges to check progress. Furthermore, having records on Discord allows all stakeholders to confirm the same information, reducing opaque areas. By visualizing processes, those in charge can clearly understand the next necessary steps, creating an environment where the entire team can proceed with operations more strategically. Now, let's explain how to use the no-code tool Yoom to notify Discord when a payment request is approved in Money Forward Cloud Debt Payment. [What is Yoom] How to notify Discord when a payment request is approved by integrating Money Forward Cloud Debt Payment with Discord: It is possible to achieve this by receiving approval of payment requests in Money Forward Cloud Debt Payment using its API and notifying the specified channel on Discord using its API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge. The general flow is as follows: - Connect Yoom with Money Forward Cloud Debt Payment and Discord as a My App integration - Copy the template - Set the flow details - Turn on the trigger If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.

Step 1: Integrate Money Forward Cloud Debt Payment and Discord with My Apps

First, let's connect the apps used in this flow with Yoom.
After logging into Yoom, click "+ New Connection" from "My Apps" in the left menu.

When the app search window appears, search for each app by name.

Integrate Money Forward Cloud Debt Payment with My Apps

Integrating Money Forward Cloud Debt Payment with My Apps requires entering a "Secret".

Log in with administrator privileges to obtain information.
After logging in, proceed with API integration from the personal settings screen.

From the API integration page, proceed to create a new application to integrate with Yoom.
Refer to the following link for redirect URLs and other details.

How to Register My Apps for Money Forward Cloud Debt Payment

Once the integration is complete and you have entered each item in Yoom, a confirmation screen will appear at the end.

Click "Approve" to complete the integration of Money Forward Cloud Debt Payment with My Apps.

Integrate Discord with My Apps

To obtain the access token required for integrating Discord with My Apps, you need to set up a Discord Bot.
Create a new application from the Discord Developer Portal.

Set the app name to anything you like.
Set an icon image, save it, and then proceed to the next settings from "Installation" in the left menu.

Next, add the permissions to be granted from Discord to Yoom.
Refer to the link below for settings, select the server to add, confirm the permissions, and click "Add" to add the Bot.

How to Integrate Discord Bot with My Apps

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Click "Reset Token" from the Bot page to obtain the token, copy it, and paste it into the Yoom screen.

Once you confirm that the integrated apps are displayed in the My Apps list, you are ready.

Next, proceed to the detailed flow settings, and click "Try it" on the banner below to copy the template.

Step 2: Set Up App Trigger

The initial setting is "When a payment request is approved".
Set it up so that the flow activates when a payment request is approved in Money Forward Cloud Debt Payment.

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

If necessary, revise the title to something more understandable, check the account information, and proceed to the next step.
Next, set the trigger activation interval.

The trigger activation interval can be selected from 5 to 60 minutes, but be aware that it may not be selectable depending on the plan you are subscribed to.

After selecting the business ID from the candidates, approve the payment request with temporary information and click "Test".

If the test is successful, the information will be reflected in the output.
When the flow actually runs, the content of the above output will change for each payment request obtained.

Once confirmed, click "Save" to complete the app trigger setup.

Step 3: Set Up Notification to Discord

Next is the setup for "Notify to Discord".
Use the information obtained from the app trigger setup to notify using a Discord Bot.

On the first page, as before, revise the title and check the account information before proceeding to the next step.

On the next page, perform detailed settings for notifying Discord.

For the message content, input the necessary information while utilizing the output.

The parts using the output will change and be notified according to the obtained information.
Other manually entered parts will be notified as fixed text.

Once everything is set, click "Test" to check if the notification is delivered to the specified channel.

The obtained information was notified as set.
Finally, click "Save" to complete all settings.

Turn on the trigger to activate the flow.

Now, when a payment request is approved in Money Forward Cloud Debt Payment, it will automatically notify Discord.

The flow you set up is as follows.

Other Automation Examples Using Money Forward Cloud Debt Payment

There are many other examples of automation using Money Forward Cloud Debt Payment on Yoom, so let me introduce a few.

Registering a Supplier in Notion Automatically Registers it in Money Forward Cloud Debt Payment
This system automatically registers information in Money Forward Cloud Debt Payment when a supplier is registered in Notion. By eliminating manual input, it is expected to reduce work errors and improve operational efficiency.

It is also expected to be particularly useful in situations where integration between tools is necessary.

Add to Google Spreadsheet when a payment request is approved in Money Forward Cloud Debt Payment
This is a flow where data is automatically reflected in a Google Spreadsheet when a payment request is approved in Money Forward Cloud Debt Payment. It is expected to prevent manual transcription errors and facilitate smooth information management.

It is particularly expected to be useful when sharing information within a team.

When a client application is approved in CollaboFlow, register the client information in Money Forward Cloud Debt Payment
When a client application is approved in CollaboFlow, the client information is automatically registered in Money Forward Cloud Debt Payment. This not only reduces working time but also helps prevent input errors and improves data accuracy.

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Summary

By using Yoom, you can easily integrate Money Forward Cloud Debt Payment with Discord, creating a system that allows for more efficient information sharing.

Implementing this integration is expected to streamline verification processes and lead to a review of business workflows. If you read this article and feel "I want to be more efficient," please consider registering with Yoom.

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