Once the credit limit review is completed with Money Forward Kakebarai, add it to Notion.

Try this Template

No items found.

■Overview

This is a flow to add to Notion once the credit limit review is completed in Money Forward Kakebarai.

‍

■Recommended for‍

1. Those who are utilizing Money Forward Kakebarai in their operations

・Companies conducting credit limit reviews for risk avoidance

・Those using it for smooth transaction initiation

‍

2. Companies managing information with Notion

・Those who centrally manage client company information and utilize it for transactions and strategies

‍

■Benefits of using this template

Money Forward Kakebarai is a tool that can be utilized to minimize transaction risks.
Furthermore, by centrally managing company information in Notion and disseminating detailed information to the entire team, smooth business operations can be achieved.
However, manually entering the review results of Money Forward Kakebarai into Notion each time ties up valuable personnel in the task.

This flow is suitable for those who want all team members to focus on core tasks.
By utilizing this flow, once the credit limit review is completed in Money Forward Kakebarai, the results are automatically added to Notion immediately, eliminating manual work and streamlining operations.
By saving the time spent on manual work, the entire team can focus on important tasks, which is expected to improve productivity.

Additionally, it is possible to automate notifications within the team by integrating a chat tool with this flow.

‍

■Notes‍

・Please integrate both Money Forward Kakebarai and Notion with Yoom.

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Notify on Slack when the customer name change request for Money Forward Kakebarai is completed.

This is a flow that notifies Slack when a customer name change request for Money Forward Kakebarai is completed. This allows all members to immediately understand the changes and take necessary actions promptly, leading to improved productivity for the entire team.

See details

Add the list of invoices after the next day for Money Forward Kakebarai to Google Sheets.

This is a flow for adding the list of invoices after the next day of Money Forward Kakebarai to a Google Spreadsheet database. It eliminates the need for manual data entry, reduces the risk of human error, and leads to improved operational efficiency.

See details

Reflect the list of unpaid invoices from Money Forward Kakebarai in Kintone.

This is a flow to reflect the list of unpaid invoices from Money Forward Kakebarai into the kintone database. It eliminates the need for manual data updates, reducing the risk of input errors and update omissions, allowing you to allocate valuable time to other tasks.

See details

Reflect unpaid invoice list from Money Forward Kakebarai in Microsoft Excel

This is a flow for reflecting the list of unpaid invoices from Money Forward Kakebarai into a Microsoft Excel database. It eliminates the need for manual transcription work, reducing the risk of input errors and data inconsistencies, thereby improving operational efficiency.

See details

Notify LINE WORKS when the transaction review for Money Forward Kakebarai is complete.

This is a flow that notifies LINE WORKS once the transaction review for Money Forward Kakebarai is completed. All members can grasp the review results in real-time and respond promptly, preventing delays in information sharing and response, enabling smooth transactions.

See details

Add the list of invoices after the next day of Money Forward Kakebarai to Microsoft Excel.

This is a flow for adding the list of invoices from Money Forward Kakebarai after the next day to a Microsoft Excel database. It eliminates the need for manual transcription work, reduces human errors, and improves operational efficiency.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

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.

Related apps

freee Accounting

Misoca

Board

Billing Management Robo

PCA Cloud Accounting

Qualified Invoice Issuer Public Registry

Money Forward Pay for Business

Templates using

View all related templates

Notion

Yoom allows you to utilize Notion's API without any coding. By integrating Yoom with Notion, you can automatically retrieve and update information from Notion databases, and automatically store information from input forms into Notion's database. Additionally, you can aggregate and sync information from Notion's database with Yoom's database, enabling seamless integration with various SaaS platforms.

Related apps

Notion