When a row is added to Google Sheets, register the customer in Money Forward Kakebarai.

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■Overview

This is a flow to register a customer in Money Forward Kakebarai when a row is added to a Google Spreadsheet.

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■Recommended for‍

1. Those who use Google Spreadsheets for work

・Those who utilize Google Spreadsheets for managing customer information

・Teams that share Google Spreadsheets to proceed with work

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2. Those who use Money Forward Kakebarai for work

・Those in charge of billing operations

・Those who manually add customer information from Google Spreadsheets to Money Forward Kakebarai

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■Benefits of using this template

Google Spreadsheets is a tool suitable for team work as it allows data management and editing online.
However, if you are manually linking Google Spreadsheet data to Money Forward Kakebarai for customer registration each time, you might find it cumbersome.

This template automates the registration of customer information in Money Forward Kakebarai when customer information is added to a Google Spreadsheet, thus streamlining data integration between tools.
It eliminates the need to add customer information to both Google Spreadsheets and Money Forward Kakebarai, maintaining data consistency between tools.

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■Notes‍

・Please link both Google Spreadsheets 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

Google Sheets

At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.

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Templates using

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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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