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

BASE is a convenient service that allows you to easily set up an online shop without any programming or design knowledge.
On the other hand, to streamline order management and customer support, integration with external tools and systems may be required.
This article will detail the benefits of integrating BASE with Slack and the steps for automation.

Benefits of Integrating BASE with Slack

Benefit 1: Enables Quick Response to Orders

When an order is placed on BASE, a notification is automatically sent to Slack, allowing staff to quickly check the order details and respond promptly.
This makes the preparation and shipping process smoother, enabling staff to promptly start preparing and shipping products.
For example, the entire process of immediately checking product inventory, preparing necessary packaging materials, and getting ready for shipment progresses efficiently, ensuring all stages proceed without delay.
Additionally, automatic notifications help reduce the risk of missing orders or delayed responses.

Benefit 2: Reduces the Effort of Manual Checks

There is no longer a need to frequently check the BASE management screen every time an order occurs, as automatic notifications to Slack allow staff to immediately grasp the latest order information.
This flow reduces the time staff spend manually searching for order information, allowing them to focus on more important tasks.
For example, staff can concentrate on responding to customer inquiries and improving product quality. They can also spend time on tasks that contribute to sales growth, such as planning marketing strategies and campaigns.
Furthermore, the reduction in manual work helps prevent human errors such as operational mistakes.

This time, we will use Yoom for integration.
If you are using it for the first time, please check First Time with Yoom.

[What is Yoom]

How to Create a BASE and Slack Integration Flow

It can be easily set up in just 4 steps.

1. Register BASE and Slack 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 Slack
4. Test and verify

Step 1: Connect My App with BASE and Slack

1. Log in to your Yoom account.

If you don't have an account, please create one first on the Yoom account registration page.

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

2. Click on New Connection.

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

For more details on connecting My App with Slack, please refer to the following link.

How to Register My App with Slack

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

Select a Template and Prepare a Storage Location

This time, we will create a flow called [Notify Slack when an order is placed on BASE].
Using this flow, you will be notified on Slack when an order is placed on BASE. This reduces the effort of checking and enables efficient order management.

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 is placed on BASE

1. Click in order to proceed with the settings.
First, click on "When an order is placed" at the top.

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

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

※ The shortest activation interval varies depending on the plan, so please check in advance.

Step 3: Set an action to send a message to a channel on Slack

1. Return to the flow. Next, click on the icon for "Send a message to a channel".

2. Enter the account information to link with Slack.
Select "Send a message to a channel" for the execution action.
Once the settings are complete, click "Next".

3. Enter the channel ID and message.
Once the entry is complete, perform a test and save if there are no issues.
If you do not know the channel ID, please refer to the link below.

How to check the channel ID on Slack

4. With this, the flow of 【Notify Slack when an order is placed on BASE】 is complete.

Step 4: Test and Confirmation

Once the setup is complete, a screen like the one below will be displayed.
Click the "Turn on trigger" button to activate the flow bot.

By using Yoom's template, you can set it up smoothly without complicated operations.
Try this convenient flow from the link below.

Other Automation Examples Using BASE

There are many other examples of automation using BASE in Yoom, so here are a few.

1. This is a flow to add product information from kintone to BASE.
Product information from kintone can be automatically added to BASE, saving the trouble of manual input.
Product information can be added quickly, aiming to improve the efficiency of online shop operations.

2. This is a flow for registering product information in BASE when a row is added in Google Sheets.
Every time a new row is added to Google Sheets, product information can be automatically registered in BASE based on that information, thus improving the efficiency of data entry tasks.

3. This is a flow to add orders from BASE to Salesforce
By utilizing this template, you can automate the input of information into Salesforce, preventing manual input errors and omissions.
Additionally, by allocating the time spent on manual tasks to more valuable work, the team can focus on their core challenges.

Summary

By integrating BASE with Slack, orders placed on BASE are now automatically notified on Slack.
You can check order information directly from Slack, saving you the hassle of switching between BASE and Slack.
Even for first-time automation, Yoom allows you to proceed with confidence. No specialized operations are required; simply follow the instructions to complete the setup.
By integrating multiple apps, daily operations proceed smoothly. Consider implementing this as part of your process improvement efforts.