Once approved in CollaboFlow, register the client in Money Forward Cloud Accounting.

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■Overview

This is a flow to register a business partner in Money Forward Cloud Accounting once it is approved in CollaboFlow.

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

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■Recommended for

1. Those who manage approval flows using CollaboFlow

・Those who manage approval flows with their team using CollaboFlow but find registering business partner information cumbersome

・Those who want to register business partner information immediately after the approval process is completed to improve work efficiency

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2. Companies using Money Forward Cloud Accounting

・Those who manage business partner information using Money Forward Cloud Accounting but find manual input tasks cumbersome

・Those who want to register business partner information in a timely manner and conduct accounting operations smoothly

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■Benefits of using this template

By linking CollaboFlow with Money Forward Cloud Accounting, the registration process of business partners is automated.
This eliminates the need for manual input and data transcription, achieving work efficiency.

Additionally, the reduction of input errors improves data accuracy, allowing you to maintain highly reliable accounting data.
Furthermore, the swift registration of approved business partner information enables speedy business operations, contributing to the overall acceleration of business activities.

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About the Apps You Use

Money Forward Cloud Accounting

Yoom allows you to integrate with the Money Forward Cloud Accounting API without code, enabling the automation of operations in Money Forward Cloud Accounting via the API. For example, you can link customer information registered in CRM systems like Salesforce or kintone to Money Forward Cloud Accounting as business partners, or automatically create journal entry data in Money Forward Cloud Accounting from spreadsheets.

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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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