How to Integrate Applications

2024/10/18

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

r.suzuki

Streamlining business operations and enhancing team collaboration are crucial challenges for any company.
In particular, order management in online shops requires swift and accurate responses.
This time, we introduce a system that automatically notifies Telegram when an order is placed on BASE.
By implementing this flow, you can reduce manual work, speed up operations, and minimize human errors.
This blog clearly explains how to set up the integration without coding and the benefits it brings to your business.
Please take a look for reference.

Benefits of Integrating BASE with Telegram

1. Reduce Confirmation Time and Improve Operational Efficiency

With automatic order notifications, the need for manual order confirmation is eliminated, reducing the time spent on confirmation tasks.
This allows staff to allocate time to other tasks, improving overall operational efficiency.
Additionally, receiving notifications ensures that important information is not missed, leading to prompt responses.
For example, in the sales department, this automation eliminates the need for order confirmation tasks.
As a result, sales representatives can focus on tasks such as approaching new customers, potentially improving sales activities.
Moreover, notifications help ensure that important information is not missed, allowing for quick action on product preparation and shipping tasks, which could lead to improved customer satisfaction.

2. Reduction of Human Errors

Manual order confirmation and recording tasks are prone to human errors, but automation can prevent order omissions and incorrect entries, ensuring accurate order processing.
For instance, in the customer support department, where a large number of orders may occur, manual confirmation can lead to errors in information sharing, but with automatic notifications, accurate order details can be shared based on BASE information.
This can lead to a reduction in customer complaints and a decrease in the burden of support tasks.

Let's proceed with setting up the integration using Yoom.


[About Yoom]

How to Create the Integration Flow between BASE and Telegram

First, please visit the official Yoom website and create an account.
If you have already registered, please log in.
Yoom Account Registration Page

Step 1: Connect BASE and Telegram to My Apps

1) After logging into your Yoom account, register the app you want to use.
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.

This time, we will create a flow to [Notify Telegram when an order is placed on BASE].
The creation flow is as follows.

・Copy the template
・Create a trigger for "when an order is placed" on BASE
・Next, set the action "send a message" on Telegram
・Finally, turn it ON to activate the trigger

Step 2: Select and Copy the Template

1) Open the template above and click on the "Try this template" icon.

2) The following display will appear.

Click on the icons with "!" on the right in order and set the operations.
You can edit the title and details by clicking, so please change them as needed.


Step 3: Set the Trigger

Click on "App Trigger When Order Occurs".

Step 4: Set the BASE Action

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

2) Select the trigger activation interval and click "Test".
If the test is successful, click "Save".
*The activation 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)

Step 5: Set the Telegra Action

1) Return to the flow and click on the "Integrate with App Send Message" icon.

2) Select the action "Send Message" and click "Next".


3) Enter the required fields.
If the app is integrated, you can use the BASE output information to enter.
Select from the options as needed, and click "Save" once the entry is complete.

This completes the flow of 【Notify Telegram when an order occurs in BASE】.

Step 6: Test and Verify

Once the setup is complete, the following display will appear, so click "Turn on Trigger".
Start the flow bot and check if it works.

Here is the template used this time

Other Automation Examples Using BASE and Telegram

Yoom also offers automation templates using BASE and Telegram, which we would like to introduce.
Please utilize these templates according to the business tasks you want to automate and the apps you are currently using.

1. Add to Microsoft Excel When an Order is Placed on BASE
This template automatically adds data to Microsoft Excel when an order is placed on BASE.
This not only eliminates manual work but also helps prevent human errors and maintain transparency of information.
Additionally, since information can be shared without waiting for manual input, swift business progress can be expected.

2. When an order is placed on BASE, add it to SPIRAL
This template automatically adds the information to SPIRAL when an order is placed, eliminating the need for manual entry.
Additionally, since the data added uses the referenced information, it is expected to avoid the risk of human error.
By allocating the time previously spent on manual entry to core tasks, the overall productivity of the team can also be expected to improve.

3. After the Zoom meeting ends, transcribe and summarize the minutes, and notify via Telegram
This template transcribes and summarizes the content of a Zoom meeting into minutes and notifies it via Telegram after the meeting ends.
This allows meeting participants to be freed from the hassle of creating minutes and focus on reviewing the meeting content and the next actions.
Automation enables time reduction in transcription and notification tasks, leading to improved operational efficiency.

Summary

By integrating BASE with Telegram, it is now possible to automatically notify Telegram when an order is placed on BASE.
This automation can reduce manual work, improve operational efficiency, and minimize errors.
Additionally, by dedicating the saved time to customer service, an improvement in customer satisfaction can also be expected.

By using Yoom for integration, you can easily attempt app integration without detailed knowledge.
In future business operations, utilizing such convenient tools to establish an efficient operational system should be a significant advantage.
Please refer to this blog and take advantage of this integration to enhance your business efficiency!

The person who wrote this article
r.suzuki
I came across Yoom when I was searching for ways to improve work efficiency on a daily basis at a small and medium-sized enterprise in a region where human resources are limited. I was casually thinking that it would be nice if this were the case, and by introducing Yoom, we can make it so much more efficient! I'm moved. Even though I have no knowledge or experience with systems or programming, my work has changed drastically, so I'm writing that I hope I can share it with many people who feel the same way.
Tags
Automation
Integration
BASE
Telegram
Automatic
Related Apps
App integration
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