Add to kintone once the credit limit review is completed with Money Forward Kakebarai.

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■Overview

This is a flow to add a record to kintone once the credit limit review is completed in Money Forward Pay Later.

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■Recommended for‍

1. Those who utilize Money Forward Pay Later in their business

・Companies that conduct credit limit reviews to minimize transaction risks

・Those who use it for quick transaction initiation

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2. Companies that manage information with kintone

・Those who accumulate information on client companies

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■Benefits of using this template

Money Forward Pay Later is a tool that allows for speedy credit limit reviews of client companies.
By centrally managing company information with kintone, you can inform the entire team.
However, manually entering the review results into kintone every time after receiving them from Money Forward Pay Later is cumbersome and leads to inefficient work practices.

By utilizing this flow, you can automatically register the results of the credit limit review from Money Forward Pay Later into kintone, eliminating the need for manual entry.
Additionally, since the content is added immediately after the results are available, it shortens the time to start transactions, leading to improved work efficiency.

This flow can also be extended to integrate with chat tools, allowing for automatic notifications of results and information registration to the team.

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■Notes‍

・Please integrate both Money Forward Pay Later and kintone with Yoom.

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About the Apps You Use

Money Forward Pay for Business

Yoom allows you to integrate with the Money Forward Kakebarai API without code, enabling you to perform operations on Money Forward Kakebarai via the API. For example, you can automatically register customer information and transaction details with Money Forward Kakebarai, or automatically notify chat tools like Slack or Teams of the results once the credit check is completed in Money Forward Kakebarai.

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kintone

With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.

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