Register the transaction information managed in SPIRAL with Money Forward Kakebarai.

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■Overview

This is a flow to register transaction information managed in SPIRAL to Money Forward Kakebarai.

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■Recommended for‍

1. Those who use SPIRAL in their work

・Those who centrally manage transaction information

・Those who manually add SPIRAL data to Money Forward Kakebarai

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2. Those who use Money Forward Kakebarai for billing operations

・Those who issue invoices from Money Forward Kakebarai

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

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■Benefits of using this template

By using Money Forward Kakebarai, you can streamline billing operations.
However, when issuing invoices from Money Forward Kakebarai based on transaction information centrally managed in SPIRAL, manual data entry is required, which is inefficient.

This template allows you to automatically add transaction information to Money Forward Kakebarai when transaction information is registered in SPIRAL records, thus streamlining manual work.
It enables speedy invoice issuance through Money Forward Kakebarai, allowing for smooth billing operations.

Additionally, it prevents errors and omissions in manual work, maintaining data consistency between tools.

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■Notes‍

・Please integrate SPIRAL and Money Forward Kakebarai with Yoom respectively.

・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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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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