・
First, click "When an order occurs" to set it up.
This page is already set up.
Once you confirm that the trigger action is "When an order occurs," proceed to the next page.
The trigger activation interval can be set optionally.
Note: Depending on the plan, it may not be possible to set it, so please be careful.
Please register a sample order in B-Cart.
Once registration is complete, click "Test."
The sample order information you registered earlier will be obtained as output, so check it and click "Save."
Next, select "Retrieve Order Details."
This page is already set up.
Once you confirm that the action is "Retrieve Order Details," proceed to the next page.
Since it is set as shown in the image above, simply click "Test."
Explanation: By setting it as above, when there is an order in B-Cart, the "Order ID" is automatically retrieved, and the output can be obtained.
Next, select "Command Operation" and proceed with the settings.
The title and branching target output are already set, so it's okay as is.
For branching conditions, by entering the desired delivery group ID in the rightmost box, you can detect orders from specific delivery groups and send notifications such as order requests via Gmail.
Next, select "Send Email" and proceed with the settings.
This item is already set, so no changes are needed.
Set up the email content.
The recipient is set to be the customer who placed the order.
You can change it to the address of the internal delivery person or team members according to your use case.
The body can also be freely modified according to the use case.
The parts with a red underline {{●●●}} are set to automatically quote order information obtained from B-Cart.
Add or change them as needed according to the items you want to quote.
For example, if you want to add 'Total Product Amount' to the email body, set it as shown in the image above.
Once set, click "Next" at the bottom of the screen.
When you run the test, a sample message will be sent to Gmail.
Check the message, and if there are no issues, click "Save."
Once all settings are complete, the above screen will be displayed, so click "Turn ON the Trigger."
This completes the flow of "sending an email via Gmail when there is an order in a specified delivery group in B-Cart."
1. This flow automatically adds an order from B-Cart to a freee invoice.
By utilizing this flow, you can create invoices quickly, which may facilitate smooth delivery to customers.
Additionally, as there is no need for manual entry, it can reduce working hours and help prevent human errors such as input mistakes or omissions.
2. This is a flow to automatically add B-cart order information to Google Sheets.
By utilizing this flow, you can automatically transfer detailed data such as the purchaser and ordered items registered in B-cart, which may reduce working time and facilitate smooth aggregation and analysis.
3. This is a flow that automatically adds orders from B-Cart to Salesforce.
By utilizing this flow, you can automate the task of transferring order information, which is expected to improve operational efficiency. It can reduce working time and potentially contribute to increased productivity.
In this article, we introduced a method to integrate B-Cart with Gmail, allowing Gmail to be automatically sent when there is an order in a specified delivery group in B-Cart.
By utilizing this flow, you can achieve quick order confirmation, which is expected to improve operational efficiency and reduce human errors.
With Yoom, you can easily integrate apps without the need for programming.
If this article has sparked your interest in Yoom or if you want to learn more about it, please visit the Yoom homepage.
You can also request a free trial, request materials, or apply for a demo.