Register transaction information managed in kintone to Money Forward Kakebarai.

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■Overview

This is a flow for registering transaction information managed in kintone to Money Forward Kakebarai.

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■Recommended for‍

1. Those who manage transaction information with a kintone app

・Sales representatives managing transaction information

・Those who manually link kintone data to Money Forward Kakebarai

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2. Those who use Money Forward Kakebarai for business

・Those who centrally manage transaction information with Money Forward Kakebarai

・Those who want to automate data linkage to Money Forward Kakebarai

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■Benefits of using this template

Money Forward Kakebarai is a cloud-based billing management service that helps streamline billing operations.
However, when registering transactions in Money Forward Kakebarai, you may find it inefficient due to the large number of input fields, which can be time-consuming.

This template allows transaction information registered in kintone to be automatically registered in Money Forward Kakebarai, reducing manual work.
If you are using both kintone and Money Forward Kakebarai for transaction information management, data entry will only be required in kintone, improving operational efficiency.

Data consistency between tools is always maintained, allowing you to reduce the workload of management tasks.

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■Notes‍

・Please link each of kintone and Money Forward Kakebarai 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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With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.

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