■Overview
This is a flow that notifies Microsoft Teams when a customer name change request for Money Forward Kakebarai is completed.
■Recommended for
1. Managers and Executives
・Those who want to understand important customer change requests to aid in risk management
2. Sales Representatives
・Those who want to receive notifications on Microsoft Teams when a change request for their assigned customers is completed, to smoothly proceed with subsequent tasks such as updating customer information
■Benefits of Using This Template
Money Forward Kakebarai is an excellent tool for streamlining billing operations, but when there are changes in customer information, promptly sharing information with relevant departments is crucial for smooth business collaboration.
By utilizing this flow, once a customer name change is approved, a notification is immediately sent to Microsoft Teams, allowing members of the relevant departments to understand the changes in real-time and take necessary actions swiftly. This leads to improved efficiency in information sharing, faster response times, enhanced team collaboration, and ultimately, increased customer satisfaction.
■Notes
・Please integrate Money Forward Kakebarai and Microsoft Teams with Yoom.
・Microsoft365 (formerly Office365) has both personal and general business plans (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
.avif)
.avif)
.avif)
