How to Integrate Applications

2024/10/01

How to integrate BASE with SASUKE to automatically add orders from BASE to SASUKE

m.wadazumi

We will introduce how to automate order information management through the integration of BASE and Sasuke.
By implementing this automation, you may eliminate the need to manually transfer order data, thereby reducing the burden on staff.
Additionally, it can prevent input errors from manual entry, allowing for more efficient business operations.
As a result, you can proceed with tasks quickly while maintaining data accuracy.
Furthermore, there is no need to open BASE to check order information, enabling smooth information sharing.
This article will introduce specific methods for app integration and automation.

Benefits of Integrating BASE and Sasuke

Benefit 1: Smooth Information Sharing

By automatically adding orders to Sasuke when they occur in BASE, smooth information sharing becomes possible.
For example, since order information is automatically reflected in Sasuke, it will be easy to check customer and order information.
This allows for consistent order information to be maintained, enabling accurate and speedy decision-making.
Moreover, as there is no need to launch BASE to check order information, the movement between apps can be reduced.
<span class="mark-yellow">Especially when working in a team, easy sharing of order information can be expected to facilitate smooth preparation for shipping.</span>

Benefit 2: No Need to Manually Transfer Order Information

Since order data is automatically added, staff can save the effort of manually transferring it.
For instance, the customer support team can focus on handling customer inquiries by being freed from data entry.
Additionally, <span class="mark-yellow">automation is expected to prevent input errors in order data.</span>
This allows for efficient team operations based on accurate data.

[About Yoom]

How to Create a BASE and Sasuke Integration Flow

This time, we will introduce how to set up the following template: "Add to Sasuke when an order occurs in BASE."
By using this template, you don't need to set up automation from scratch, which is convenient.

The process consists of only 4 steps, so it can be set up in 10-15 minutes.

  1. Register BASE and Sasuke as My Apps
  2. Set up the Flowbot that triggers when an order is placed
  3. Set up the action to register the history group
  4. Verify the automation between BASE and Sasuke

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If you are already using Yoom, please log in.

Step 1: Register BASE and Sasuke as My Apps

Register BASE and Sasuke as My Apps to connect them with Yoom.
By completing the My App registration first, you can smoothly set up automation.

First, let's register BASE as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
A list of apps will be displayed, so find BASE from there or search from "Search by App Name".

When the following screen is displayed, enter the red-framed parts and log in.

Next, to register Sasuke as a My App, select Sasuke in the same way as before.
The following screen will be displayed, so enter "Account Name, Access Token, API Key".

If BASE and Sasuke are displayed in My Apps, the My App registration is complete.

Step 2: Set up a trigger to activate when an order is placed in BASE

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, you can click on the relevant section to do so.
First, we will configure BASE, so click "When an order is placed".

The following screen will be displayed, so please check the settings.

  • "Title" → Can be changed if necessary
  • "Account information linked with BASE" → Check if the account is correct
  • "Trigger action" → When an order is placed

When the following screen is displayed, select the "Trigger interval" from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Please note that the trigger interval varies depending on the plan.

After completing the settings, click "Test" → "Test successful" → "Save".

Step 3: Set up an action to register a history group in Sasuke

To configure Sasuke, click "Register history group".
The following screen will be displayed, so please check the settings.

  • "Title" → Can be changed if necessary
  • "Account information linked with Sasuke" → Check if the account is correct
  • "Action" → Register history group

When the following screen is displayed, check the description and set the "Customer number" and "Event number of the history group".

Scroll down and register the "Record information".

  • "Table setting item key" → Check the description and set
  • "Value" → Set using the output
    *Use the output of "When an order is placed" from BASE.
    You can select the output by clicking the arrow within the red frame.

Please set other required items in the same way using the output.
Once the settings are complete, click "Test" → "Test successful" → "Save".

Step 4: Verify the automation between BASE and Sasuke

Finally, click "Turn on trigger" to complete the automation setup.
Check if the flowbot is activated.

Other examples of automation using BASE and Sasuke

1. This is a flow that automatically registers product information in BASE when a row is added in Google Sheets.
This automation is recommended for those who manage product information in Google Sheets and find synchronization tasks cumbersome.
By synchronizing product information, it becomes easier to grasp product information.

2. This is a flow that automatically adds orders from BASE to Microsoft Excel.
Recommended for those who manage order information in Microsoft Excel.
This saves you the task of data entry and prevents input errors.

3. This is a flow where Sasuke is automatically updated when customer information is updated in Google Sheets.
Being able to save the effort of manually updating vast amounts of customer information is a significant advantage.
Additionally, by automatically updating customer information, you can always check the latest information.

Summary

By integrating BASE with Sasuke, you can automate the registration of order information, streamlining daily operations.
Order information is automatically reflected in Sasuke, allowing for smooth verification of customer and order details.
This enables speedy information sharing, making subsequent responses and decision-making easier.
Additionally, the need for manual data entry is eliminated, reducing the burden on staff.

With Yoom, you can easily incorporate automation without programming skills.
Let's streamline operations based on the introduced automation.
If you are interested in trying it out, please register for free here.

The person who wrote this article
m.wadazumi
I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom. While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society. I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.
Tags
Integration
Automation
BASE
SASUKE
Automatic
Related Apps
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