How to integrate BASE with Chatwork to receive notifications in Chatwork when an order is placed in BASE

BASE offers a variety of templates that allow you to easily create stylish designs, making it a convenient tool for beginners to build and manage an e-commerce site in a short period. However, managing order information and customer support often involves integrating with other tools or systems. This article explains the benefits of integrating BASE with Chatwork and details the automation process.

Benefits of Integrating BASE with Chatwork

Benefit 1: Quick Grasp of Order Information

Automation allows staff to quickly grasp the occurrence of orders. For example, staff can immediately check order details and promptly start actions such as securing inventory and preparing shipments. In small-scale e-commerce shops or teams with few members, the burden on each person tends to be significant, but with automatic notifications, even if multiple orders concentrate in a short time, it is possible to provide quick service to customers. Efficiently handling customer interactions helps streamline the progress of order processing and improve processing accuracy.

Benefit 2: Simplified Information Sharing

By consolidating notifications in Chatwork when an order occurs, all staff members can quickly check the necessary information on a single platform. For example, by gathering all important information regarding orders in Chatwork, communication among staff becomes smoother, reducing the chances of overlooking information or duplicating responses. Managing order information in one place makes it easier for the entire team to share information, allowing each staff member to stay updated with the latest information. Additionally, by utilizing Chatwork's task management features, it becomes easier to see the progress of tasks and efficiently allocate tasks.

If you are using it for the first time, please check out First Time Yoom.

[What is Yoom]

How to Create a Flow for Integrating BASE with Chatwork

It's just 4 steps, so it's easy to set up.

1. Register BASE and Chatwork as My Apps
2. Set a trigger to activate when order information is created or updated in BASE
3. Set an action to add a record in Chatwork
4. Test and verify

Step 1: Integrating BASE and Chatwork as My Apps

1. Log in to your Yoom account.

If you do not have an account, please create one on the Yoom Account Issuance Page.

Click "My Apps" and select "New Connection".

2. Click "New Connection".

3. You can search by app name from the red frame. This time, search for and register BASE and Chatwork respectively. Once registration is complete, the icons for BASE and Chatwork will appear in My Apps. Please confirm.

For more detailed information about Yoom, please check the Yoom Help Center.

Selecting a Template and Preparing a Storage Location

This time, we will create a flow called [Notify Chatwork when an order occurs in BASE]. With this flow, when an order occurs in BASE, a notification will automatically be sent to Chatwork, saving the trouble of manually checking.

Please click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Set a trigger to activate when an order occurs in BASE

1. Set up by clicking in order.
Click on "When an order occurs" at the top.

2. You can set the title freely.
Enter the account information to link with BASE.
Select "When an order occurs" for the trigger action, and click "Next" after entering.

3. Set the trigger activation interval.
You can select an activation interval of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
Once the setup is complete, perform a test, and if there are no issues, save it.

※ Please note that the shortest activation interval varies depending on the plan.

Step 3: Set an action to send a message in Chatwork

1. Return to the flow and click the "Send Message" icon.

2. Enter the account information to link with Chatwork.
Select "Send Message" for the execution action.
After setting up, click "Next".

3. Enter the room ID and message content.
If you don't know the room ID, please refer to the link below.
Once the input is complete, perform a test, and if there are no issues, save it.

How to check the room ID in Chatwork

4. This completes the flow of [Notify Chatwork when an order occurs in BASE].

Step 4: Test and Confirm

Once the setup is complete, the following screen will appear.
Click the "Turn on Trigger" button to activate the flow bot.

By utilizing Yoom's template, you can complete the setup easily without needing to learn complex operations.
Try this convenient flow from the link below.

Examples of Other Automations Using BASE and Chatwork

There are many other examples of automation using BASE and Chatwork on Yoom, so here are a few introductions.

1. A flow to add orders from BASE to Microsoft Excel.
Manually entering data into Microsoft Excel every time an order is placed on BASE can make accurate information sharing difficult.
This is recommended for those who want to share information accurately within the team.

2. This flow appends the content of new messages posted in a Chatwork room to a Google Document.
Each time a new message is posted in Chatwork, it is automatically appended to the Google Document, allowing you to view past chat content in a list.
Additionally, it makes searching through the history easier, improving the efficiency of meetings and projects.

3. This is a flow to store order information in a Google Spreadsheet database when a new order is placed on Base.
By using this flow, order information obtained from BASE is automatically reflected in Google Spreadsheets.
This eliminates the need for manual data entry, reducing workload.

Summary

With the integration of BASE and Chatwork, orders from BASE are now automatically notified in Chatwork.
This makes it easier to respond to inquiries and can potentially lead to improved customer satisfaction.
If you're looking to start automation easily, Yoom is recommended. No complex operations or specialized knowledge are required; you can set it up by simply following the instructions.
By integrating multiple apps, you can efficiently manage your daily tasks. Please consider implementing it for a review of your business processes.