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

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■Overview

This is a flow to add credit limit review results from Money Forward Kakebarai to Google Sheets.

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■Recommended for‍

1. Those who use Money Forward Kakebarai in their business

・Companies that conduct credit limit reviews to assess the risks of upcoming transactions

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

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2. Companies that manage information using Google Sheets

・Those who register detailed information for each project and share it with their 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 and facilitate the start of transactions.
At the same time, by centrally managing and accumulating related information in Google Sheets, it facilitates information sharing within the team.
However, manually entering the results of Money Forward Kakebarai's credit limit reviews into Google Sheets each time may hinder smooth information sharing.

By utilizing this flow, once the credit limit review is completed in Money Forward Kakebarai, the information is automatically added to Google Sheets, enabling smooth information sharing.
This reduces the effort and time of manual work, allowing you to focus on more important tasks, thereby improving productivity.

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■Notes‍

・Please integrate both Money Forward Kakebarai and Google Sheets 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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