Notify on Slack when the transaction review for Money Forward Kakebarai is complete.

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■Overview

This is a flow that notifies Slack when the transaction review for Money Forward Kakebarai is completed.

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■Recommended for

1. Accounting personnel using Money Forward Kakebarai

・Those who want to quickly respond by understanding the completion of transaction reviews in real-time

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

・Those who want to flexibly set the Slack notification destination according to the review results

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2. Members who want to understand the review status of Money Forward Kakebarai

・Those who want to understand the progress of transaction reviews to improve the overall efficiency of the team

・Those who want to receive notifications of important transaction review completions on Slack and respond quickly

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3. Managers and executives

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

・Those who want to receive notifications of important transaction review results on Slack and make quick decisions

■Benefits of using this template

Money Forward Kakebarai is an excellent tool for streamlining transaction review operations, but timely sharing of review completion information with stakeholders is crucial for eliminating bottlenecks and facilitating smooth transactions.

By utilizing this flow, notifications are sent to Slack immediately upon review completion, allowing all members to understand the review results in real-time and respond quickly. This prevents delays in information sharing and response, leading to improved operational efficiency.

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■Notes

・Please integrate Money Forward Kakebarai and Slack with Yoom respectively.

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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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