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

When dealing with payments and financial matters, it is crucial to ensure there are no mistakes or oversights to maintain trust with the other party. Wouldn't it be convenient to have a system that ensures payment-related tasks are completed without any omissions? This article explains how to integrate Money Forward Cloud Debt Payment with Slack to automatically notify Slack when a payment request is approved. This could streamline payment operations, speed up the approval process, and facilitate smooth information sharing. Please take a look at how this can be achieved.

Recommended for

This integration is particularly recommended for the following individuals!

Those using Money Forward Cloud Debt Payment and Slack
Managers looking to achieve visibility in the approval process
Finance department heads aiming to expedite payment operations
Workflow improvement personnel considering integration between different systems
Those aiming to enhance transparency and accountability in the team's payment operations

Benefits and Examples of Integrating Money Forward Cloud Debt Payment with Slack

Using this integration offers the following benefits!

Real-time Information Sharing through Improved Operational Speed

Receiving approval notifications for payment requests quickly via Slack allows for the next steps in payment operations to proceed swiftly. Even if there was previously a need to check emails or log into a dedicated system to confirm approval status, notifications on Slack enable immediate awareness. This reduces the need for confirmation among stakeholders and significantly cuts down on time loss. Especially since subsequent tasks like transfer procedures and data updates can be carried out promptly after approval, it may lead to an overall speed-up of operations.

Reduction of Errors and Clarification of Responsibility

Sending approval notifications to Slack reduces the risk of overlooking important payment requests. It also raises awareness of payment operations across the team, and since it clearly notifies when and by whom approval was given, it may clarify accountability. This helps prevent human errors such as assuming approval was received and ensures that operations proceed only after definite approval. Creating a system where all stakeholders can verify the same information enhances operational transparency and reliability. Moreover, being able to easily review notification content allows for quick confirmation of past approval statuses, which can be utilized in future operations. Such transparency and immediacy of information can also boost team motivation.

Improved Management Efficiency through Visualization of the Approval Process

Notifications sent to Slack when a payment request is approved allow for easy visualization of the entire approval process. This enables quick identification of where approvals are stalled, potentially improving the entire process. For instance, if a specific step frequently experiences approval delays, it may prompt a focused review of that part. Particularly in large organizations requiring multiple approval stages, this can be a significant advantage in streamlining the entire workflow. Additionally, this integration facilitates smooth information sharing between different systems. By seamlessly managing the flow from payment request to approval and transfer procedures, it strengthens system integration and is expected to enhance overall operational efficiency.

Now, let's explain how to use the no-code tool Yoom to notify Slack when a payment request is approved in Money Forward Cloud Debt Payment.

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How to Automatically Notify Slack When a Payment Request is Approved in Money Forward Cloud Debt Payment

This can be achieved by using the API of Money Forward Cloud Debt Payment to receive approval of a payment request and then using Slack's API to notify a designated Slack channel of the approved payment request in Money Forward Cloud Debt Payment.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

The integration flow is broadly divided into the following processes.

Register Money Forward Cloud Debt Payment and Slack as My Apps
Copy the template
Set the trigger in Money Forward Cloud Debt Payment as the starting point of the flow, followed by the operation settings in Slack
Turn on the trigger button and verify the integration operation between Money Forward Cloud Debt Payment and Slack

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If you are already using Yoom, please log in.

Step 1: Connect Money Forward Cloud Debt Payment and Slack to My Apps

Let's start by registering the apps you will use in My Apps.
By registering in My Apps in advance, you can set up the flow smoothly.

First, register Money Forward Cloud Debt Payment.
Access My Menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

Next, enter Money Forward Cloud Debt Payment in the search box and select "Money Forward Cloud Debt Payment" from the displayed options.
When the following screen appears, enter the "Application ID" and "Secret" and click "Add".
※ For detailed connection methods, please refer to here.

Similarly, enter Slack in the search box and select "Slack" from the options.
The following screen will appear, so select the channel to connect and click "Allow".

If Money Forward Cloud Debt Payment and Slack are displayed in My Apps, the registration is complete.

Step 2: Set the Trigger for Money Forward Cloud Debt Payment "When Payment Request is Approved"

Now, let's proceed to the automation settings!
Click "Try it out" on the banner below to copy the flow bot.

When you click, a screen like the one below will be displayed, so press OK.

When the following screen is displayed, check the "Title" and "Description".
If changes are needed, you can click the relevant part to make changes.
First, let's click to set up "When a Webhook event is received" in Money Forward Cloud Debt Payment.

When the following screen is displayed, let's make the next settings.

"Title" → Can be changed as needed
"Account information to link with Money Forward Cloud Debt Payment" → Check if the account is correct
"Trigger Action" → When the payment request is approved

Once the setup is complete, click "Next".

Let's set up the API connection.

"Trigger Interval" → Please set
* The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest trigger interval varies depending on the plan.
"Business ID" → Click the input field to display candidates, then select and set

Once the setup is complete, execute "Test", and if successful, click "Save".

Step 3: Set the Action for Slack "Notify Slack"

Next, let's set up Slack by clicking "Notify Slack".
When the following screen is displayed, make the settings below.

"Title" → Can be changed as needed
"Account information to link with Slack" → Check if the account is correct
"Action" → Send a message to the channel

Once the setup is complete, click "Next".

Let's make detailed settings.
First, select the channel ID to post to from the candidates.

Next, set the message to be actually sent.
The content of the message changes with each flow activation, so let's set it with the following points in mind.

"Fixed parts" → Direct input
"Variable parts" → Use output

By using output, you can notify details in the message according to the approved content.
* For more information about output, please see here.

This time, we set it as follows, but please create the message content according to your own business!
Once the setup is complete, execute "Test", and if successful, click "Save" to complete.

Step 4: Verify the Automation of Money Forward Cloud Debt Payment and Slack

Finally, click "Turn on Trigger" to complete the automation setup.
Let's check if the flow bot starts correctly.

Thank you for setting it up!

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 here are a few introductions.

1. Add to Google Spreadsheet When Payment Request is Approved in Money Forward Cloud Debt Payment

The first example is integration with Google Spreadsheet. By automatically adding the details of approved payment requests to Google Spreadsheet, it seems to lead to centralized information management.

2. Once a vendor is registered in Notion, also register it in Money Forward Cloud Debt Payment

The next process introduces a flow that automatically adds vendors registered in Notion to Money Forward Cloud Debt Payment. Automatic registration helps maintain the consistency of the registered information.

3. Register vendor information in Money Forward Cloud Debt Payment when a vendor application is approved in CollaboFlow

The last integration to introduce is with CollaboFlow. By automatically registering the approved application details from CollaboFlow, it will lead to improved accuracy of the information used in business operations.

Summary

By integrating Money Forward Cloud Debt Payment with Slack, you can gain numerous benefits such as speeding up the approval process, reducing errors, and visualizing the workflow. This system for completing payments quickly and accurately may also help maintain the trust of your payees.
We encourage you to utilize Yoom to streamline payment operations and enhance the productivity of your entire team.