■Overview
This flow notifies Chatwork when a customer name change request for Money Forward Kakebarai is completed.
■Recommended for
1. Sales Representatives
・Those who want to receive notifications in Chatwork when a customer change request they are responsible for is completed, to smoothly proceed with subsequent tasks such as updating customer information.
2. Accounting Personnel Using Money Forward Kakebarai
・Those who want to be aware of the completion of customer name change requests in real-time for prompt action.
・Those who want to receive notifications of completed requests in Chatwork to prevent any oversight.
・Those who want to flexibly set the notification destination in Chatwork according to the request details.
3. Managers and Executives
・Those who want to be aware of important customer change requests to aid in risk management.
■Benefits of Using This Template
Money Forward Kakebarai is an excellent tool for streamlining billing operations, but timely sharing of important changes such as customer name change requests with stakeholders is crucial for eliminating bottlenecks and ensuring smooth business operations.
By utilizing this flow, when a customer name change request for Money Forward Kakebarai is completed, it is automatically notified in Chatwork, preventing delays in information sharing and response, thereby achieving smooth business collaboration and improving operational efficiency.
■Notes
・Please integrate both Money Forward Kakebarai and Chatwork with Yoom.
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