■Overview
This is a flow that notifies Chatwork when the credit screening for Money Forward Kakebarai is completed.
■Recommended for
1. Managers and Executives
・Those who want to understand the screening status of the accounting team and use it to improve operations
・Those who want to receive notifications of important transaction screening results via Chatwork for quick decision-making
2. Accounting personnel using Money Forward Kakebarai
・Those who want to know the completion of credit screening in real-time for prompt response
・Those who want to receive notifications of screening completion via Chatwork to prevent confirmation omissions
・Those who want to flexibly set the notification destination in Chatwork according to the screening results
■Benefits of using this template
Money Forward Kakebarai is a reliable ally that streamlines credit screening operations, but notifying all stakeholders in a timely manner when the screening is completed can be surprisingly cumbersome and inefficient.
By utilizing this flow, notifications are automatically sent to Chatwork the moment the credit screening is completed in Money Forward Kakebarai, eliminating the need to worry about the screening results. All employees can understand the screening results in real-time, ensuring no delays in response and leading to smoother and more efficient operations.
■Notes
・Please integrate Yoom with both Money Forward Kakebarai and Chatwork.
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