How to integrate BASE with Airtable and add orders to Airtable when they occur in BASE

When running an e-commerce site, managing data and inventory often becomes complicated as orders increase.
Especially when managing order information manually, the likelihood of errors increases as the workload grows.
For example, if inventory updates are delayed or there are small input errors in customer information, it may take time for subsequent verification and corrections. Accumulating these issues can place a significant burden on the overall operations and decrease work efficiency.

Furthermore, running an e-commerce site involves many important tasks beyond order management, such as sales analysis and marketing planning, and it's not uncommon to feel the need to proceed efficiently. However, spending time on data entry and management can make it difficult to focus on other tasks.
One way to solve these problems is the flow of adding orders to Airtable when they occur on BASE.
This article introduces how to centrally manage BASE order data in Airtable. Let's look at the specific benefits.

Benefits of Integrating BASE with Airtable

Benefit 1: Improved Work Efficiency and Reduced Human Error

By introducing automation, there is no longer a need to manually transcribe order information, significantly improving work efficiency.
When dealing with many orders or using multiple platforms, manual data entry is cumbersome, time-consuming, and increases the risk of human error.
This automation allows order data to be instantly reflected in Airtable, making transcription errors and omissions less likely, thereby enhancing the overall accuracy of operations.
Additionally, the speed of data processing improves, allowing employees to allocate resources to more important tasks.

Benefit 2: Saving Time and Resources

Automating the transcription of order data, which was previously done manually, allows for saving time and resources.
For example, transcribing dozens of orders individually into Airtable each day takes a considerable amount of time.
By automating this process, the time spent on this task can be reduced, allowing more focus on other tasks such as customer service and marketing activities.

[About Yoom]

How to Add Orders to Airtable When They Occur on BASE

From here, we will introduce the setup for the "flow of adding orders to Airtable when they occur on BASE".
Once you have logged into Yoom, click "Try this template" from "See details" on the banner below.

The copied template is stored in My Projects in the project list, so please check there.

Step 1: Connect BASE and Airtable with My Apps

(1) Click "My Apps" on the left side of the Yoom screen, and then click "+ New Connection" displayed on the right side of the screen.

(2) Select BASE from the list of apps, enter the account information to be linked on the screen that allows account usage, and click "Authenticate App" to complete the My Apps connection.

(3) Select Airtable from the list of apps, enter the account information to be linked on the sign-in screen, and click "Sign In".
(4) Click "Add Base", select the appropriate one, and click "Allow Access" to complete the My Apps connection.

(5) Click "My Projects" from the project list and select "Edit" from the copied template's options.

Next, copy the template to My Projects and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the redirected page
3. Register with Yoom
* If you are already registered, the login screen will be displayed, so please log in.

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Step 2: Set a Trigger to Activate When an Order Occurs on BASE

(1) Click "App Trigger" from the flow list screen.

(2) Set the title, confirm that "When an order occurs" is selected as the trigger action, and click "Next".

(3) In the API connection settings screen of the app trigger, set the trigger activation interval.

(4) Once the settings are complete, click "Test", and if no errors occur, click "Next".

Step 3: Set an Action to Add to Airtable

(1) Click "Integrate with App" from the flow list screen.

(2) Set the title, confirm that "Create Record" is selected as the action, and click "Next".

(3) In the API connection settings screen, set the base ID, table ID or name, and field information. For values, select the appropriate ones from the output of "When an order occurs".

(4) Once the settings are complete, click "Test", and if no errors occur, click "Save".
(5) Finally, turn "Trigger ON" to complete.

Well done! The flowbot template introduced this time is available by registering with Yoom.

Other Automation Examples Using BASE and Airtable

In addition to the "Add to Airtable when an order is placed on BASE" flow introduced this time, we will introduce three convenient automation flows.
With Yoom, you can also use these flows to support business efficiency. Please refer to the following flows as well!

1. Flow to store order information in a Google Spreadsheet database when a new order is placed on BASE
In this flow, when an order is placed on BASE, the information is automatically saved in Google Spreadsheets. It is useful when you want to manage order data easily in a spreadsheet, separate from Airtable. It allows for easy data management as it can be shared with multiple members to check the data.

2. This is a flow where a record is created in Airtable when a row is added in Google Sheets.
In this flow, when a new row is added to Google Sheets, the data is automatically reflected in Airtable, and a record is created. This is useful when you want to consistently manage data in both Google Sheets and Airtable. Data added by team members in the spreadsheet is automatically reflected in Airtable, allowing you to work with the latest information in both tools.

3. This is a flow where keywords added to Airtable are searched on Google, and the results are updated in a Google Spreadsheet.
In this flow, by adding keywords to Airtable, the Google search results based on those keywords are automatically saved in the spreadsheet. This flow is useful for researching product reviews and market trends, allowing you to easily track competitor reviews and new trends, which can be utilized in marketing and product development.

Summary

By implementing an automation flow that "adds orders from BASE to Airtable," the burden of manual data entry is reduced, allowing the entire operation to proceed smoothly.
Order information is organized, reducing errors, and creating an environment where you can focus on other important tasks.
With Yoom, which enables no-code integration between apps, you can easily build flows without specialized knowledge.
Why not take this opportunity to introduce Yoom and harness the power of automation to make your business operations even more comfortable?