■Overview
This is a flow that notifies Microsoft Teams when the credit screening for Money Forward Deferred Payment is completed.
■Recommended for
1. Members who want to understand the screening status of Money Forward Deferred Payment
・Those who want to understand the progress of credit screening and improve the overall work efficiency of employees
・Those who want to receive notifications on Microsoft Teams when the credit screening for important clients is completed and respond promptly
2. Accounting personnel using Money Forward Deferred Payment
・Those who want to understand the completion of credit screening in real-time and respond promptly
・Those who want to receive notifications of screening completion on Microsoft Teams to prevent any oversight
・Those who want to flexibly set the notification destination on Microsoft Teams according to the screening results
■Benefits of using this template
Money Forward Deferred Payment is a convenient tool that supports smooth credit screening, but quickly communicating the completion of screening to relevant parties is important for smooth business collaboration. Especially when multiple members are waiting for the screening results or when actions after screening completion are important, it can be difficult to constantly check the Money Forward Deferred Payment screen.
By utilizing this flow, notifications will be sent to Microsoft Teams the moment the screening is completed, allowing all employees to immediately understand the screening results and promptly execute necessary actions. This promotes efficient information sharing and quick response, leading to improved productivity for the entire team.
■Notes
・Please link Money Forward Deferred Payment and Microsoft Excel with Yoom respectively.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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