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

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■Overview

This is a flow to add a record to JUST.DB once the credit limit review is completed with Money Forward Kakebarai.

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■Recommended for‍

1. Those who utilize Money Forward Kakebarai in their business

・Companies conducting credit limit reviews to avoid transaction risks

・Those who want to ensure safe transactions by verifying the credibility of trading companies

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2. Companies managing information with JUST.DB

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

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■Benefits of using this template

Money Forward Kakebarai is a tool that can be utilized to smoothly conduct credit limit reviews for risk avoidance.
Additionally, by consolidating transaction-related information in JUST.DB and sharing it within the team, it leads to smoother transactions.
However, manually entering the results of the credit limit review obtained with Money Forward Kakebarai into JUST.DB makes it difficult to ensure smooth collaboration within the team.

By utilizing this flow, the results of the credit limit review can be automatically added to JUST.DB immediately after completion with Money Forward Kakebarai, eliminating manual work.
By eliminating manual entry, it prevents human errors such as input mistakes or omissions in advance, maintaining the transparency of shared information.
Moreover, by adding information immediately once the results are obtained without waiting for manual entry, it leads to quick engagement in transactions, thereby revitalizing the team.

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■Precautions‍

・Please integrate both Money Forward Kakebarai and JUST.DB 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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JUST DB

Yoom allows you to integrate with JUST.DB's API without any code, enabling the automation of various tasks. You can connect with various SaaS platforms such as Google Sheets, Salesforce, and CloudSign, and automatically register and update information in JUST.DB.

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