Notify on Slack once the credit screening for Money Forward Kakebarai is completed.

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■Overview

This is a flow that notifies Slack when the credit screening of Money Forward Kessai is completed.

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■Recommended for

1. Accounting personnel using Money Forward Kakebarai

・Those who want to quickly respond by knowing the completion of credit screening in real-time

・Those who want to receive notifications of screening completion on Slack to prevent missing confirmations

・Those who want to flexibly set Slack notification destinations according to the screening results

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2. Departments that want to understand the screening status of Money Forward Kakebarai

・Those who want to understand the progress of credit screening to improve the efficiency of the entire team

・Those who want to receive notifications of the completion of credit screening for important clients on Slack and respond quickly

■Benefits of using this template

Money Forward Kakebarai is a convenient tool that supports smooth credit screening, but quickly conveying the information of screening completion to stakeholders is important for smooth business collaboration. Especially when multiple members are waiting for screening results or when actions after screening completion are important, it is difficult to constantly check the Money Forward Kakebarai screen.

By utilizing this flow, notifications will be sent to the Slack channel the moment the screening is completed, allowing all members to immediately grasp the screening results and quickly execute necessary actions, promoting efficient information sharing and rapid response, leading to improved productivity for the entire team.

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■Notes

・Please link Yoom with both Money Forward Kakebarai and Slack.

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About the Apps You Use

Money Forward Pay for Business

Yoom allows you to integrate with the Money Forward Kakebarai API without code, enabling you to perform operations on Money Forward Kakebarai via the API. For example, you can automatically register customer information and transaction details with Money Forward Kakebarai, or automatically notify chat tools like Slack or Teams of the results once the credit check is completed in Money Forward Kakebarai.

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