BカートとGmailの連携イメージ
How to Integrate Applications

2024/12/10

Integrate B-Cart with Gmail to automatically send Gmail notifications when there is an order in a specified delivery group on B-Cart.

y.matsumoto

If an order occurs in a specified delivery group on B-Cart, setting up a system to automatically send Gmail can potentially enable quick response to post-order processing. This automation allows, for example, rapid communication of order requests to manufacturer representatives. By streamlining operations and enabling swift execution of tasks, customer satisfaction is expected to improve. This article clearly explains how to easily integrate B-Cart and Gmail without coding, and how to automatically send Gmail by quoting B-Cart order information. Please read to the end. Recommended for: - Business owners looking to streamline logistics and delivery group management - Personnel aiming to reduce order processing errors and improve operational accuracy - Personnel wanting to establish a 24-hour response system to expedite customer service Benefits and Examples of Integrating B-Cart and Gmail Benefit 1: Quick Order Confirmation By integrating B-Cart and Gmail, you can automatically send Gmail when an order is placed in a specified delivery group on B-Cart, reducing the effort of order confirmation. Normally, staff needed to manually check order information each time an order was placed on B-Cart, but automating this process allows for immediate awareness of orders and the potential to take necessary actions quickly. For instance, if a business partner places an order specifying a particular delivery group, setting the Gmail recipient to the responsible person and automating notifications can enable quick confirmation and smooth subsequent arrangements. This can streamline the overall workflow and improve operational efficiency. Benefit 2: Reduction of Human Error When order processing is done manually, there is a possibility of human error. For example, overlooking the specified delivery group or sending notifications to the wrong email address might occur. However, by integrating B-Cart and Gmail, you can automatically send emails quoting order information, preventing human errors and improving operational accuracy. This automation can reduce misdelivery and processing errors, potentially leading to improved customer satisfaction. Benefit 3: 24-Hour Order Status Confirmation By integrating B-Cart and Gmail, it is possible to automatically notify even during nights and weekends, allowing for 24-hour order status confirmation. This automation enables staff to respond quickly whenever an order is placed. For example, if an order is placed late at night, a confirmation email can be sent promptly to the responsible person, allowing for smooth business commencement the next business day. As a result, gaining customer trust and improving customer satisfaction can be expected. [Yoom Overview] How to Create a B-Cart and Gmail Integration Flow From here, we will introduce how to create a flowbot that integrates B-Cart and Gmail with Yoom, which sends Gmail when there is an order in a specified delivery group on B-Cart. Even those who are unsure about the operation can smoothly set it up by following the steps. 〈The flow is created through the following process〉 - Integrate B-Cart and Gmail with My Apps - Copy the template - Set the B-Cart trigger and the subsequent Gmail operation settings - Turn on the trigger button and verify the integration operation of B-Cart and Gmail 〈Notes on Creating Flowbots〉 The "branching" feature used in the flowbot created this time is available only in some paid plans, and a 2-week free trial is available.
Please sign up for Yoom for free from here.
※ If you are already registered, please log in. Step 1: Connect B-Cart and Gmail to My Apps 1. How to register B-Cart Click on "My Apps" and select B-Cart from "New Connection". The login page will be displayed, so please enter the email address and password registered with B-Cart and log in. Click "Allow" to complete the My Apps connection. 2. How to register Gmail Next, select Gmail from "New Connection". When the screen above is displayed, sign in to Gmail. This completes the Gmail My Apps connection. Return to the previous My Apps screen and make sure B-Cart and Gmail are displayed. Next, click "Try it" on the template below. From the next step, we will start creating the flow!

Step 2: Setting the Trigger to Activate When an Order Occurs in B-Cart

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."

Step 3: Retrieve Order Details from B-Cart

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.

Step 4: Command Operation for Branching

Next, select "Command Operation" and proceed with the settings.

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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.

Step 5: Send an Email to 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."

Step 4: Turn ON the Trigger

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."

Introduction to Other Automation Examples Using 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.

Summary

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.

The person who wrote this article
y.matsumoto
Until now, I have experienced sales and sales office work in the human resources industry. Based on my experience in my previous job, I feel that the problems faced by various companies can be reduced by “automating operations.” Through Yoom, we will continue to send out information on a daily basis so that we can solve your problems even a little bit!
Tags
Bcart
Gmail
Automation
Notification
Integration
Related Apps
App integration
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