■Overview
This is a flow to register transaction information managed in @pocket to Money Forward Kakebarai.
With Yoom, you can connect apps without programming, making it easy to implement this flow.
■Recommended for
1. Those who manage transaction information with @pocket
・Those who perform centralized data management with @pocket
・Those who use @pocket as a data source for integration with other tools
2. Those who handle billing operations with Money Forward Kakebarai
・Corporate accounting department personnel
・Those who want to streamline data integration with Money Forward Kakebarai
■Benefits of using this template
If you manage transaction information with @pocket and also integrate that data with Money Forward Kakebarai in another department, the task of verifying and transcribing data each time can be cumbersome.
Additionally, you may feel the need to streamline due to the complexity of information sharing between different departments and the risk of human error from manual input into Money Forward Kakebarai.
By using this flow, you can automatically add transaction information registered in @pocket to Money Forward Kakebarai, improving operational efficiency.
By streamlining information sharing of registered data and manual tasks, you can facilitate smooth business operations.
By integrating with chat tools, you can also share data registered in Money Forward Kakebarai among team members.
■Notes
・Please integrate both @pocket and Money Forward Kakebarai with Yoom.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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