■Overview
This is a flow that notifies LINE WORKS when a customer name change request for Money Forward Kakebarai is completed.
■Recommended for
1. Sales Representatives
・Those who want to receive notifications on LINE WORKS when a customer change request they are responsible for is completed, to smoothly proceed with subsequent tasks such as updating customer information.
2. Team Members Who Want to Track Money Forward Kakebarai Application Status
・Those who want to track the progress of customer name change requests to improve overall team efficiency.
・Those who want to receive notifications on LINE WORKS when important customer change requests are completed, to respond promptly.
■Benefits of Using This Template
Money Forward Kakebarai is an excellent tool for streamlining billing operations, but it is crucial for smooth business collaboration to quickly inform members when important changes, such as customer name change requests, occur. It can be challenging to constantly check the Money Forward Kakebarai screen, especially when multiple members are involved with customer information or when actions after changes are important.
By utilizing this flow, notifications will be sent to the LINE WORKS talk room as soon as a customer name change request is completed, allowing all members to immediately grasp the change details, thereby promoting efficient information sharing and prompt response, leading to improved team productivity.
■Notes
・Please integrate both Money Forward Kakebarai and LINE WORKS with Yoom.
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