When a vendor is registered in Salesforce, also add it to Money Forward Cloud Debt Payment.

■Overview

This is a flow where, once a vendor is registered in Salesforce, it is also registered in Money Forward Cloud Debt Payment.

With Yoom, you can easily achieve this flow without the need for programming, enabling seamless integration between applications.

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‍■Recommended for

• Accounting or purchasing personnel who find vendor registration cumbersome
• Those managing client information in Salesforce and find double entry into Money Forward Cloud Debt Payment a challenge
• Individuals aiming to achieve more accurate debt management by reducing data entry errors
• Leaders in management departments looking to improve operational efficiency through the digitalization of accounting processes

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■Benefits of using this template

With this flow, once a vendor is registered in Salesforce, it is automatically registered as a client in Money Forward Cloud Debt Payment.

This eliminates the need to re-enter vendor information, reducing the burden on purchasing and accounting personnel, allowing them to allocate more time to strategic tasks.

Additionally, by preventing human errors such as input mistakes and registration omissions, more reliable debt management becomes possible. This leads to improved accuracy in understanding payment schedules and planning cash flow.