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

Try this Template

Click here for a detailed explanation article >

■Overview

This is a flow to add to RakuRaku Sales once the credit limit review is completed with Money Forward Kakebarai.

‍

■Recommended for‍

1. Those who utilize Money Forward Kakebarai in their business

・Companies that conduct credit limit reviews of trading companies to minimize risk

・Those who want to confirm the credibility of their trading partners to start transactions with peace of mind

‍

2. Companies managing information with RakuRaku Sales

・Those who register and manage detailed information about trading companies

‍

■Benefits of using this template

Money Forward Kakebarai is a tool that can be utilized to smoothly conduct credit limit reviews.
Furthermore, by centrally managing information with RakuRaku Sales, you can visualize the information necessary for business operations.
However, manually entering data into RakuRaku Sales each time a credit limit review is completed with Money Forward Kakebarai hinders business efficiency.

This flow is effective for those who want to eliminate the time spent on tasks and conduct business efficiently.
By utilizing this flow, you can automatically register information in RakuRaku Sales after the credit limit review is completed with Money Forward Kakebarai, eliminating the need for manual entry.
Automating manual entry helps prevent human errors and leads to improved business efficiency.

‍

■Notes‍

・Please integrate Yoom with both Money Forward Kakebarai and RakuRaku Sales.

・RakuRaku Sales is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful.

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

このテンプレートを試してみる

How to request materials and apply for a demo

Here

Here are some Similar Templates!

Notify on Slack when the customer name change request for Money Forward Kakebarai is completed.

This is a flow that notifies Slack when a customer name change request for Money Forward Kakebarai is completed. This allows all members to immediately understand the changes and take necessary actions promptly, leading to improved productivity for the entire team.

See details

Add the list of invoices after the next day for Money Forward Kakebarai to Google Sheets.

This is a flow for adding the list of invoices after the next day of Money Forward Kakebarai to a Google Spreadsheet database. It eliminates the need for manual data entry, reduces the risk of human error, and leads to improved operational efficiency.

See details

Reflect the list of unpaid invoices from Money Forward Kakebarai in Kintone.

This is a flow to reflect the list of unpaid invoices from Money Forward Kakebarai into the kintone database. It eliminates the need for manual data updates, reducing the risk of input errors and update omissions, allowing you to allocate valuable time to other tasks.

See details

Reflect unpaid invoice list from Money Forward Kakebarai in Microsoft Excel

This is a flow for reflecting the list of unpaid invoices from Money Forward Kakebarai into a Microsoft Excel database. It eliminates the need for manual transcription work, reducing the risk of input errors and data inconsistencies, thereby improving operational efficiency.

See details

Notify LINE WORKS when the transaction review for Money Forward Kakebarai is complete.

This is a flow that notifies LINE WORKS once the transaction review for Money Forward Kakebarai is completed. All members can grasp the review results in real-time and respond promptly, preventing delays in information sharing and response, enabling smooth transactions.

See details

Add the list of invoices after the next day of Money Forward Kakebarai to Microsoft Excel.

This is a flow for adding the list of invoices from Money Forward Kakebarai after the next day to a Microsoft Excel database. It eliminates the need for manual transcription work, reduces human errors, and improves operational efficiency.

See details

See all templates

What is Yoom hyperautomation?

Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.

Learn more about Yoom

Don't Just Connect Apps—Automate Everything

Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.

Learn more about Yoom

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.

Related apps

freee Accounting

Misoca

Board

Billing Management Robo

PCA Cloud Accounting

Qualified Invoice Issuer Public Registry

Money Forward Pay for Business

Templates using

View all related templates

Rakuraku Sales

It is possible to automate various tasks by integrating with Raku-Raku Sales API without any code. You can automate the registration of information to Raku-Raku Sales or connect Raku-Raku Sales data to other SaaS tools.

Related apps