Once the invoice issuance is completed with Money Forward Kakebarai, add it to SPIRAL.

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■Overview

‍This is a flow to add invoices to SPIRAL once they are issued through Money Forward Kakebarai.

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■Recommended for‍

1. Those who utilize Money Forward Kakebarai in their operations

・Those who use it for creating transaction documents

・Those who use the information from created invoices for analysis

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2. Companies managing information with SPIRAL

・Those aiming to centralize information management and streamline information sharing

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■Benefits of using this template

Money Forward Kakebarai is a useful tool for smoothly creating transaction-related documents.
At the same time, by centralizing information management with SPIRAL and sharing it within the team, it visualizes the information used in operations and improves efficiency.
However, manually adding invoice information from Money Forward Kakebarai to SPIRAL each time may decrease work efficiency.

This flow is suitable for those who wish to streamline team operations by improving work efficiency.
By utilizing this flow, you can automatically add invoice information created with Money Forward Kakebarai to SPIRAL, eliminating the need for manual input.
Automating the input process also helps avoid human errors associated with manual work, allowing for more efficient operations.

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

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■Notes‍

・Please integrate both Money Forward Kakebarai 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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