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

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■Overview

This is a flow to add to Salesforce 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 operations

・Companies that conduct credit limit reviews to avoid transaction risks

・Those who want to ensure safe transactions by checking the creditworthiness of trading companies

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2. Companies that manage information with Salesforce

・Those who register detailed information for each project and share it with 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 before starting transactions.
At the same time, by centrally managing information with Salesforce, transaction-related information is smoothly shared within the team.
However, manually entering data into Salesforce every time the credit limit review with Money Forward Kakebarai is completed may make centralized data management difficult.

By utilizing this flow, the results of the credit limit review with Money Forward Kakebarai are automatically added to Salesforce, eliminating manual work.
By dedicating the time saved from manual work to solving important tasks, the entire team can focus on core operations.
Additionally, automation reduces the risk of human error, leading to improved operational efficiency.

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■Notes‍

・Please integrate Money Forward Kakebarai and Salesforce with Yoom.

・Salesforce is an app available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.

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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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