Notify LINE WORKS once the credit screening for Money Forward Kakebarai is completed.

■Overview

This is a flow that notifies LINE WORKS once the credit screening for Money Forward Deferred Payment is completed.

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■Recommended for

1. Managers and Executives

・Those who want to understand the screening status of the accounting team to improve operations

・Those who want to receive notifications of important transaction screening results on LINE WORKS for quick decision-making

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

・Those who want to understand the progress of credit screening to improve the overall team's operational efficiency

・Those who want to receive notifications of the completion of credit screening for important clients on LINE WORKS for quick response

■Benefits of using this template

Money Forward Deferred Payment is an excellent tool for streamlining credit screening operations, but sharing the completion information with stakeholders in a timely manner is crucial for eliminating bottlenecks and facilitating smooth transactions.

By utilizing this flow, notifications are sent to LINE WORKS as soon as the screening is completed, allowing all members to understand the screening results in real-time, preventing delays in information sharing and response, and enabling smooth transactions. Additionally, LINE WORKS' notification feature can be checked on smartphones, allowing information to be received in real-time even when out of the office, further enhancing operational efficiency.

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■Notes

・Please integrate Yoom with both Money Forward Deferred Payment and LINE WORKS.