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

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■Overview

This is a flow to add to Sasuke 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 that conduct credit limit reviews of trading companies to avoid risks

・Those who want to conduct transactions with peace of mind by confirming the creditworthiness of trading companies

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2. Companies that manage information with Sasuke

・Those who centrally manage transaction-related information and share it within the team

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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 transactions.
At the same time, by managing and sharing client information within the team using Sasuke, it leads to a smooth start of transactions.
However, manually entering the results of Money Forward Kakebarai's credit limit review into Sasuke each time may hinder swift decision-making.

By utilizing this flow, you can automatically add the results to Sasuke once the credit limit review is completed with Money Forward Kakebarai, eliminating the need for manual entry.
By saving the time spent on manual work, it leads to rapid information sharing within the team and facilitates smooth business operations.
Additionally, since the information registered uses quoted information, it helps prevent human errors in advance.

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■Notes‍

・Please integrate both Money Forward Kakebarai and Sasuke 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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SASUKE

Yoom allows you to integrate with Sasuke's API without code, enabling the automation of various tasks. For example, you can automatically register customer information in Sasuke, search for information within Sasuke, and integrate it with other SaaS tools.

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