Reflect the list of unpaid invoices from Money Forward Kakebarai in Kintone.

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  2. Money Forward Pay for Business
  3. Reflect the list of unpaid invoices from Money Forward Kakebarai in Kintone.
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■Overview

This is a flow to reflect the list of unpaid invoices from Money Forward Kakebarai into the kintone database.

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■Recommended for

1. Accounting personnel using both Money Forward Kakebarai and kintone

・Those who want to streamline the management of unpaid invoices and manage them centrally on kintone

・Those who want to eliminate the hassle of manually compiling unpaid invoices into kintone

・Those who want to grasp the status of unpaid invoices in real-time to facilitate prompt reminders and responses

‍

2. Teams managing operations with kintone

・Those who want to build a workflow linked with billing information on kintone


■Benefits of using this template

Money Forward Kakebarai is an excellent tool for streamlining billing operations, but many companies may still manage unpaid invoices manually using kintone or other tools. However, manual management is not only time-consuming but also carries the risk of input errors and missed updates.

By utilizing this flow, unpaid invoice information from Money Forward Kakebarai is reflected in real-time on kintone, eliminating the need for manual data updates and reducing the risk of input errors and missed updates, allowing you to allocate valuable time to other tasks. Additionally, since unpaid invoice information is centrally managed on kintone, you can filter and sort by various conditions on the kintone app, which helps in understanding payment status and streamlining reminder operations.

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■Notes

・Please integrate both Money Forward Kakebarai 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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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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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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