When a client application is approved in CollaboFlow, register the client information in Money Forward Cloud Debt Payment.

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■Overview

This is a flow where, once a client application is approved in CollaboFlow, the client information is registered in Money Forward Cloud Debt Payment.

By using Yoom, you can easily connect apps without the need for programming.

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■Recommended for

1. Companies using CollaboFlow as a workflow tool

・Those who use CollaboFlow for client applications, etc.

・Those who want to automate post-approval tasks to improve work efficiency

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2. Those who want to reduce registration errors of client information

・Those who want to reduce human errors and maintain accurate client information

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■Benefits of using this template

By utilizing CollaboFlow to automatically register client information in Money Forward Cloud Debt Payment when a client application is approved, the need for manual data entry is eliminated, improving work efficiency. Additionally, it prevents input errors, enabling accurate data management.

Furthermore, centralized management becomes easier, facilitating smooth information sharing between teams, enabling quick responses, and improving the quality of client interactions.

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■Notes

・Please connect both CollaboFlow and Money Forward Cloud Debt Payment with Yoom.

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About the Apps You Use

CollaboFlow

Yoom allows you to integrate with the CollaboFlow API without code, enabling the automation of various tasks. For example, it can automatically submit applications in CollaboFlow and automate the creation of forms. Additionally, it can send notifications to Slack or Chatwork triggered by the approval of applications in CollaboFlow.

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Money Forward Cloud Payments

Yoom allows seamless integration with the Money Forward Cloud Debt Payment API without any coding. For example, it is possible to automatically register client information stored in Yoom's database or kintone into Money Forward Cloud Debt Payment, and notify platforms like Slack or Chatwork when a new payment request is submitted.

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