Register transaction information managed in Airtable to Money Forward Kakebarai

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■Overview

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

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■Recommended for‍

1. Those who manage transaction information in Airtable

・Those responsible for registering or updating transaction information

・Those who manually add Airtable data to Money Forward Kakebarai

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2. Those who use Money Forward Kakebarai to proceed with their work

・Those who utilize Money Forward Kakebarai for billing operations

・Those who want to streamline operations by linking Airtable with Money Forward Kakebarai

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■Benefits of using this template

Money Forward Kakebarai is a platform that can streamline billing operations, but you might find it cumbersome due to the numerous input fields when entering transaction information.
When managing transaction information using Airtable, manual registration work is required, which can lead to human errors such as incorrect entries or omissions.

By using this template, when transaction information is registered in Airtable, it can be automatically added to Money Forward Kakebarai, thus streamlining the data registration process.
Even if there is a large amount of transaction information to register, the registration to Money Forward Kakebarai is done seamlessly, allowing you to proceed with your work smoothly.

Additionally, by integrating with chat tools, you can quickly grasp the data registration to Money Forward Kakebarai, enabling you to promptly start subsequent tasks.

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■Notes‍

・Please integrate both Airtable and Money Forward Kakebarai with Yoom.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

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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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