How to integrate BASE with SPIRAL and add to SPIRAL when an order is placed on BASE

Many people may be looking for ways to reduce time and increase efficiency in their daily tasks.
Especially with tasks like order processing and data management, manual work can be burdensome and prone to human error.
This time, we introduce the benefits of integrating BASE with SPIRAL to automatically input orders from BASE into SPIRAL, and how to set up this integration without code.
Please use this as a reference for improving work efficiency!

Benefits of Integrating BASE and SPIRAL

1. Reducing Workload and Improving Data Accuracy through Automation

Automation can reduce the effort of manually entering orders from BASE into SPIRAL.
This can save staff time, allowing them to focus on more strategic tasks, and improve overall work efficiency.
Additionally, it reduces the risk of human error, potentially improving data accuracy.
For example, when an order is placed on BASE, the registration of this order information is automated, allowing staff to allocate that time to other tasks or customer service.
This eliminates the trouble of incorrect data entry and subsequent processing, leading to overall work efficiency.

2. Centralized Management of Customer Data

Automatically adding order information to SPIRAL allows for centralized management of customer information and purchase history.
This data integration facilitates smoother marketing activities and analysis, potentially enhancing target strategies and customer support.
Therefore, flexible responses to individual needs can be expected.
For example, by automatically adding order information from BASE to SPIRAL, all customer information, including past purchase history and inquiry history, can be centrally managed on SPIRAL.
This enables efficient targeting marketing based on customer purchase trends, such as sending personalized campaign emails to encourage repeat purchases.

[About Yoom]

How to Create the Integration Flow between BASE and SPIRAL

First, please access the official Yoom website and create an account.
If you are already registered, please log in.
Yoom Account Issuance Page

Step 1: Integrate BASE and SPIRAL with My Apps

Once logged into 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 the first app is registered, click "New Connection" again to register the second app.

3) Once registered, 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 SPIRAL when an order is placed on BASE].
By automatically adding information to SPIRAL when an order is placed, manual input time can be reduced.
By allocating the time previously spent on manual input to other important tasks, the productivity of the entire team can be expected to improve.
Additionally, since the data to be added uses referenced information, the risk of human error such as duplication or omission is avoided, and data accuracy is expected to improve.
Furthermore, with the integration of the two apps, customer information and purchase history are centrally managed.
This data integration facilitates smoother marketing activities and analysis, potentially enhancing target strategies and customer support, allowing for flexible responses to individual needs.

Step 3: Setting Up Integration Between BASE and SPIRAL

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 on the "!" icons displayed on the right in order to edit the flow.
You can change the title and details by clicking on them.
Please make changes as necessary.

3) Click on "App Trigger: When an Order Occurs".

4) Select the action "When an Order Occurs" and click "Next".

5) Select the trigger interval and enter the required fields.
Once the input is complete, click "Test" and if successful, click "Save".
* The trigger interval varies depending on the subscription plan.
Please refer to this for details on each plan.
List of Function Restrictions and Usage Limits for Each Plan | Yoom Help Center (intercom.help)

6) Return to the flow and click on the "Integrate with App: Register Record" icon.

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7) Select the action "Register Record" and click "Next".

8) Enter the required fields.
If the app registration is successful, you can utilize the output information from BASE, so select from the options as needed.
Once the input is complete, click "Save".

9) This completes the flow of "Add to SPIRAL when an order occurs in 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 SPIRAL

We would like to introduce other automation templates using BASE and SPIRAL available on Yoom.
Please utilize the templates according to your needs.

1. Add to Microsoft Excel When an Order is Placed on BASE
When an order is placed on BASE, it is automatically added to Microsoft Excel, eliminating the need to log in to BASE each time and improving work efficiency.
Additionally, with automated data entry, accurate data is reflected in Microsoft Excel, ensuring data accuracy.

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, product information can be automatically registered to BASE, eliminating the need for manual input.
This is expected to significantly improve operational efficiency and reduce human errors.

3. Create a folder in Google Drive when a client is registered in SPIRAL
When a client is added in SPIRAL, a folder for the client is automatically created in Google Drive, saving manual time. By using the time previously spent on folder creation for other tasks, the entire team can focus on more important tasks, leading to increased efficiency in operations.

Summary

With the integration of BASE and SPIRAL, it has become possible to automatically add order data from BASE to SPIRAL.
By reducing input time through automation, staff can focus on more important tasks, leading to improved overall operational efficiency.
Additionally, centralized management of customer data becomes possible, enhancing marketing activities and customer support.

Integration using Yoom allows for easy no-code integration, making it accessible even without specialized knowledge.
Please refer to this blog and consider implementing the integration flow of BASE and SPIRAL.