■Overview
This is a flow that notifies direct when a payment request is approved in Money Forward Cloud Debt Payment.
With Yoom, you can easily achieve this flow without any programming, as it allows for seamless integration between apps.
■Recommended for
1. Accounting teams that handle payment operations with Money Forward Cloud Debt Payment and use direct as an internal communication tool
・Those who want to enhance team collaboration by speeding up payment processing and ensuring smooth information transmission to the responsible parties.
2. Accounting personnel who want to expedite payment processing after approval
・Those who want to immediately recognize payment request approvals on direct to prevent delays and enable smooth payment processing
3. Those who want to streamline accounting operations by integrating Money Forward Cloud Debt Payment and direct
・Those who want to improve productivity in accounting operations by streamlining approval notifications, sharing processing status, and communication
■Benefits of using this template
To ensure smooth cash flow management, it is essential to streamline payment operations. However, delays in the approval process of payment requests can lead to payment delays and unnecessary fees.
By utilizing the flow [Notify direct when a payment request is approved in Money Forward Cloud Debt Payment], you can immediately grasp the approval status of payment requests, enabling prompt response by the responsible parties.
■Notes
・Please integrate both Money Forward Cloud Debt Payment and direct 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.
.avif)
.avif)
.avif)
