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

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■Overview

This is a flow that adds a record to Airtable once the credit limit review is completed in Money Forward Kakebarai.

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■Recommended for‍

1. Those who utilize Money Forward Kakebarai in their operations

・Companies conducting credit limit reviews to mitigate transaction risks

・Those using it to start transactions quickly

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2. Companies managing information with Airtable

・Those registering and managing information of client companies

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■Benefits of using this template

Money Forward Kakebarai is a tool that can be used to smoothly conduct credit limit reviews for client companies.
Additionally, by accumulating company information and credit limit review results in Airtable, detailed information can be shared with the entire team.
However, manually entering the review results from Money Forward Kakebarai into Airtable each time may hinder the overall productivity of the organization.

This flow is suitable for those looking to enhance team productivity.
By utilizing this flow, information is automatically added to Airtable once the credit limit review is completed in Money Forward Kakebarai, eliminating manual work.
The time previously spent on manual tasks can be redirected to core operations, leading to increased productivity.
Moreover, since the information registered uses referenced data, it also prevents human errors from manual input.

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■Notes‍

・Please integrate both Money Forward Kakebarai and Airtable 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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