Add the list of invoices after the next day of Money Forward Kakebarai to kintone.

  1. Apps
  2. Money Forward Pay for Business
  3. Add the list of invoices after the next day of Money Forward Kakebarai to kintone.
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■Overview

This is a flow to add the list of invoices from the day after in Money Forward Postpay to the kintone database.

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■Recommended for

1. Accounting personnel using both Money Forward Postpay and kintone

・Those who want to centrally manage invoice information on kintone from the day after

・Those who want to save the effort of manually compiling invoice information into kintone from the day after

・Those who want to grasp the invoice status in real-time to smoothly handle payments and receipt confirmations

‍

2. Teams managing operations with kintone

・Those who want to build a business flow linked with invoice information on kintone


■Benefits of using this template

Money Forward Postpay is an excellent tool for streamlining billing operations, but there is also a need to centrally manage invoice information in other systems for future sales forecasts and customer analysis. However, manually transferring information from Money Forward Postpay to kintone involves the risk of input errors and omissions, which can lead to decreased operational efficiency.

With this flow, data retrieval from Money Forward Postpay and data addition to kintone are automated, eliminating the need for manual transfer work, reducing the risk of input errors and data inconsistencies, and improving operational efficiency.

‍

■Notes

・Please integrate both Money Forward Postpay and kintone with Yoom.

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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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kintone
With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
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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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With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
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