Register transaction information managed in Notion with Money Forward Kakebarai.

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■Overview

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

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■Recommended for‍

1. Those who use Notion for business

・Those who manage product information in Notion

・Those who use Notion regularly for data management

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2. Those who use Money Forward Kakebarai for billing management

・Those who manually link product information from Notion to Money Forward Kakebarai

・Those who want to automate data entry into Money Forward Kakebarai

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■Benefits of using this template

Money Forward Kakebarai is a tool that can streamline billing operations.
By registering transaction information, you can manage information by customer, but if you are entering data based on transaction information managed in Notion, productivity may decrease.

This template allows you to automatically add transaction information to Money Forward Kakebarai when transaction information is registered in Notion records, reducing manual input work.
With the automation of adding transaction information to Money Forward Kakebarai, invoice issuance becomes faster, allowing for smoother business operations.

Additionally, it can prevent registration omissions or duplicate registrations in Money Forward Kakebarai, making management tasks easier.

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■Notes‍

・Please link both Notion 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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