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

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■Overview

This is a flow to add to SPIRAL once the credit limit review is completed with Money Forward Deferred Payment.

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■Recommended for‍

1. Those who utilize Money Forward Deferred Payment 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 credibility of trading companies

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2. Companies managing information with SPIRAL

・Those aiming to centralize information management and facilitate smooth information sharing

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■Benefits of using this template

Money Forward Deferred Payment is a tool that can be utilized to smoothly conduct credit limit reviews and facilitate transactions.
At the same time, by centrally managing information with SPIRAL and sharing it within the team, it enhances accessibility to information used in business.
However, manually entering the results of the credit limit review from Money Forward Deferred Payment into SPIRAL each time may increase the likelihood of human error.

This flow is suitable for those who want to avoid human errors during business operations.
By utilizing this flow, you can automatically add the results of the credit limit review from Money Forward Deferred Payment to SPIRAL, eliminating manual work.
By eliminating manual entry, you can prevent human errors in advance and lead to improved business efficiency.

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

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■Notes‍

・Please integrate both Money Forward Deferred Payment and SPIRAL 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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SPIRAL®

At Yoom, you can utilize SPIRAL's API without any coding. For example, you can retrieve information from SPIRAL via the API and integrate it with other SaaS tools or automatically create documents. Additionally, it is possible to automate tasks such as registering information to SPIRAL or attaching files.

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