How to integrate BASE with kintone and add orders to kintone when they occur in BASE
How to Integrate Applications
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2025-02-03
How to integrate BASE with kintone and add orders to kintone when they occur in BASE
r.suzuki
In today's world, where operational efficiency is crucial, data management and order processing are particularly important challenges for businesses. The task of collecting and compiling order information is not only time-consuming and labor-intensive but also carries the risk of human error when done manually. Therefore, this time, we will introduce a setup that integrates BASE and kintone to automatically add data when an order is placed. This integration is expected to improve operational efficiency. This blog will explain in detail the specific integration methods that can be done without programming knowledge and the benefits of implementation. Please use it as a reference!
Benefits of Integrating BASE and kintone
1. Streamlining Business Processes
By automatically adding data to kintone when an order is placed on BASE, the cumbersome data entry tasks can be reduced, leading to improved operational efficiency. Moreover, the reduction in work time allows you to allocate time to other important tasks, contributing to the overall efficiency of the team. For example, you will no longer need to enter daily order data separately for analysis, allowing you to spend time on other tasks such as shipping operations. As a result, the burden on employees is reduced, and the overall workflow becomes smoother.
2. Customizable and Accurate Data Management
Automation is expected to reduce errors and unnecessary verification tasks, such as omissions and duplications, which are common with human error, maintaining accurate information. Additionally, when automatically adding order data from BASE to kintone, it is possible to filter and aggregate data according to your unique business processes, ensuring that necessary information is managed without omissions. For example, you can appropriately track customer requests and the status of applied benefits based on BASE data. This makes it easier to provide personalized responses and is useful for customer support and subsequent marketing initiatives.
[About Yoom]
How to Create a BASE and kintone Integration Flow
First, please access the official Yoom website and create an account. If you already have an account, please log in. Yoom Account Issuance Page
Step 1: Integrate BASE and SPIRAL with My Apps
Once you log in to your Yoom account, register the apps you will use. 1) Click "My Apps" and select "New Connection."
2) Select the app you want to register and log in with the account you use for each app. Once you have registered the first app, click "New Connection" again to register the second app.
3) Once registration is complete, icons will appear in My Apps. Check if the icons for the two registered apps are displayed.
Step 2: Select a Template
This time, we will create a flow called [Add to kintone when an order is placed on BASE]. By automatically adding the information to kintone when an order is placed, manual data entry tasks can be reduced. This allows you to allocate the time previously spent on manual data entry to more important tasks, achieving time savings. Additionally, since the added data uses referenced information, it is expected to avoid the risk of human error and maintain data accuracy. Furthermore, when automatically adding order data from BASE to kintone, forms and fields can be flexibly customized to meet the needs of each company.
Step 3: Setting Up Integration Between BASE and kintone
1) Click on the "Try this template" icon of the template introduced earlier to copy it to your project.
2) The following display will appear.
Click the "!" icon displayed on the right in order to edit the flow. You can change the title and details by clicking on them, so please modify them as needed.
3) Click on "App Trigger When an Order is Placed".
4) Select the action "When an Order is Placed" and click "Next".
6) Return to the flow and click the icon "Operate Database Add Record".
7)Select the action "Add Record", enter the database ID, and click "Next". If the app is registered, you can select from the suggestions for the database ID.
8) Enter the required fields. If the app is registered, you can use the output information from BASE to select and enter from the suggestions. Once the input is complete, click "Save".
9)This completes the flow of "Add to kintone when an order is placed on BASE".
Step 4: Testing and Verification
Once the setup is complete, the following display will appear, so click "Turn on Trigger". Start the flow bot and verify that it operates correctly.
Here is the template used this time
Other Automation Examples Using BASE and kintone
There are other automation templates using BASE and kintone available on Yoom, so let me introduce them to you. Utilize the templates according to your needs.
1. Add to Notion When an Order is Placed on BASE
When an order is placed on BASE, it is automatically added to Notion, eliminating the need to log in to BASE each time, which can improve work efficiency. Additionally, the time saved from manual data entry can be used for other tasks, leading to overall work efficiency improvements.
2. Register product information to BASE when a row is added in Google Sheets
By using a new row in Google Sheets as a trigger, you can automatically register product information to BASE, eliminating the need for manual input. This is expected to significantly improve operational efficiency and reduce human errors.
3. Notify Slack when a comment is posted on kintone When a comment is posted on kintone, a notification is automatically sent to Slack, eliminating the need to log in to kintone each time and improving work efficiency. Additionally, by utilizing Slack's notification feature, it helps prevent missing important comments and allows for a quick response after checking the comments.
Summary
The integration of BASE and kintone has automated the management of order data, leading to improved operational efficiency. By eliminating manual data entry, a significant amount of time is saved, allowing staff to focus on other important tasks. Additionally, the risk of human error is reduced, maintaining data accuracy and improving the quality of order processing. With kintone's dashboard feature, you can quickly grasp the order status, leading to speedy decision-making. The no-code tool Yoom, which requires no programming, makes it easy for anyone to implement, which is a major attraction.
We encourage you to try integrating BASE and kintone to enhance your operational efficiency.
The person who wrote this article
r.suzuki
I came across Yoom when I was searching for ways to improve work efficiency on a daily basis at a small and medium-sized enterprise in a region where human resources are limited.
I was casually thinking that it would be nice if this were the case, and by introducing Yoom, we can make it so much more efficient! I'm moved.
Even though I have no knowledge or experience with systems or programming, my work has changed drastically, so I'm writing that I hope I can share it with many people who feel the same way.
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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