DEXTREとDiscordの連携イメージ
How to Integrate Applications

2024/12/27

How to integrate DEXTRE with Discord to automatically notify Discord when an order is placed on DEXTRE

m.takahashi

The system that allows for quick response when an order occurs directly leads to improved customer satisfaction. However, checking for orders every time is time-consuming and impractical. Therefore, why not build a system that integrates the order management system "DEXTRE" with the communication tool "Discord" to automatically notify Discord when an order occurs? This article will explain in detail how to set up this integration easily without any coding. This automation may enable smooth information sharing across the team and allow for quick customer response. Be sure to check out the automation method! Recommended for: We highly recommend this integration for the following individuals! - Those who utilize DEXTRE and Discord in their business - Those who want to quickly know when an order occurs - Administrators who want to efficiently share order-related information across multiple departments - Small business owners aiming to speed up customer service operations and improve business processes - Those who want to strengthen team collaboration through Discord Benefits and Examples of Integrating DEXTRE and Discord: This integration offers the following benefits! Benefit 1: Improve Customer Satisfaction with Quick Response By utilizing a system where notifications are automatically received on Discord when an order occurs in DEXTRE, the person in charge can check the order and quickly decide on the next action. This system may reduce the time spent checking emails or system logs, enabling quick responses. For example, it allows for quick reactions to urgent orders or requests from specific customers, leading to an overall speed-up of business processes. As a result, it enhances customer trust and ensures no business opportunities are missed. It is particularly effective in industries or companies where quick response is required, ensuring smooth transactions. Benefit 2: Improve Communication Efficiency within the Team By sending Discord notifications to specific channels, information related to orders can be instantly shared with the entire team. This allows all related departments, such as sales, delivery, and inventory management, to simultaneously grasp the latest information. For example, when an order is placed, the sales representative can start responding, and the inventory management team can proceed with shipping preparations, achieving smooth collaboration. It offers higher immediacy than email communication, prevents oversights, and is expected to improve the accuracy of team information sharing. Additionally, it reduces communication errors and the hassle of confirmation work. Benefit 3: Enhance Transparency of Work Processes By checking the timing of order occurrences in Discord's notification history, work processes can be visualized. This allows for easy understanding of who responded at what time, reducing the burden on managers. For example, it enables business improvement using data, such as analyzing the number of orders this month or verifying response speed. The improvement in transparency is expected to enhance overall business efficiency. Additionally, visualizing work processes helps in early detection and prevention of human errors. Particularly regarding order omissions or input errors, introducing this notification system may reduce trouble blocks and enhance reliability from customers. This can lead to improved customer satisfaction and avoidance of transaction troubles. Now, let's explain how to use the no-code tool Yoom to notify Discord when an order occurs in DEXTRE. [What is Yoom] How to Automatically Notify Discord When an Order Occurs in DEXTRE: It is possible to realize this by receiving the occurrence of an order in DEXTRE using DEXTRE's API and notifying the specified channel in Discord using Discord's API. Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom. The integration flow is broadly divided into the following processes: - Register DEXTRE and Discord as My Apps - Copy the template - Set the trigger in DEXTRE, which serves as the starting point of the flow, and then set the subsequent Discord operations - Turn on the trigger button and check the integration operation between DEXTRE and Discord For those who have not used Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*g14lzx*_gcl_au*MTc4NTI3NDA0MC4xNzMyNDk0NjA4*_ga*MTAwMzEzNjkyNC4xNzMyNDk0NjA5*_ga_663H387CXM*MTczMjQ5OTA5NC4yLjEuMTczMjQ5OTA5NS41OS4wLjIwNDg0MzE4NDY.‍). If you are already using Yoom, please log in.

Step 1: Connect DEXTRE and Discord to My Apps

Let's start by registering the app you will use in My Apps.
By registering in My Apps in advance, the flow settings will be smoother.

First, register DEXTRE.
Access My Menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

__wf_reserved_inherit

Next, enter DEXTRE in the search box and select "DEXTRE" from the displayed options.
Enter the "Account Name" and "Access Token" and click "Add".

__wf_reserved_inherit

Next is the My Apps registration for Discord.
Similarly, enter Discord in the search box and select "Discord" from the displayed options.
When the following screen is displayed, enter the "Account Name" and "Access Token" and click "Add".
For detailed registration instructions, please check here.

__wf_reserved_inherit

If DEXTRE and Discord are displayed in My Apps, the registration is complete.

Step 2: Set the DEXTRE "When an Order Occurs" Trigger

From here, we will set up automation!
Click "Try it" on the banner below to copy the flow bot.

When you click, an image like the one below will appear, so press OK.

__wf_reserved_inherit

When the following screen is displayed, check the "Title" and "Description".
If changes are necessary, you can click on the relevant part to make changes.
First, set up DEXTRE's "When an order is placed", so click on it.

__wf_reserved_inherit

When the following screen is displayed, make the settings below.

"Title" → Can be changed as needed
"Account information linked with DEXTRE" → Check if the account is correct
"Trigger Action" → When an order is placed

Once the settings are complete, click "Next".

__wf_reserved_inherit

Let's set the details of the trigger.

"Trigger activation interval" → Please set
* The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest activation interval varies depending on the plan, so please be careful.
"Brand ID" → Please select from the candidates

Once the settings are complete, execute "Test" and if successful, click "Save".

__wf_reserved_inherit

Step 3: Set the Discord "Send Message" action

Next, we will set up Discord, so click "Send Message" and make the following settings on the screen below.

"Title" → Can be changed as needed
"Account information linked with Discord" → Check if the account is correct
"Action" → Send Message

Once the settings are complete, click "Next".

__wf_reserved_inherit

Set the details of the message to be sent.
First, set the channel ID of the channel to which you will send the message.
You can obtain it from the URL when you open the channel.

__wf_reserved_inherit

Next, create the content of the message to be sent.
The important thing here is to add detailed order information to the message to be sent!
For example, set the message content to notify the "Order ID" as shown below.
The "Order ID" changes with each flow activation.
By utilizing the output, you can input and use it to change the content with each flow activation.
Directly input the fixed parts and use the output for the variable parts to set the message content.
* For more details on output, please see here.

Once the settings are complete, execute "Test".

__wf_reserved_inherit

The message actually sent in the test will be notified to Discord as shown below.
Once the test is successful, click "Save" to complete.

__wf_reserved_inherit

Step 4: Verify the automation operation of DEXTRE and Discord

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flow bot is activated correctly.

__wf_reserved_inherit

Thank you for completing the setup!

Examples of Other Automations Using DEXTRE and Discord

There are many examples of automation using DEXTRE on Yoom, so let me introduce a few.

1. Add Orders to Microsoft Excel When They Occur in DEXTRE

The first example is a flow that adds order information generated in DEXTRE to Microsoft Excel. This allows for centralized management of information automatically, leading to speedy data verification and analysis.

2. Register product information in DEXTRE when a row is updated in Google Sheets

The next flow introduces how to reflect updated information from Google Sheets into DEXTRE's product information. By simply updating the status in Google Sheets, it can be automatically reflected in DEXTRE, ensuring smooth completion of information registration.

3. When an order is registered in LOGILESS, create an order in DEXTRE

The last integration to introduce is with LOGILESS. For those who manage orders with LOGILESS and sales with DEXTRE, the order creation is automatically completed, which can improve operational efficiency.

Summary

By integrating DEXTRE with Discord, tasks that were previously manually notified can be automated, significantly improving the efficiency of sharing and responding to order information. This enables quick responses to customers and smooth information sharing within the team, enhancing the overall efficiency and transparency of operations. Quick customer response operations may lead to improved customer satisfaction.
Why not utilize Yoom to integrate DEXTRE with Discord and implement an automated notification system in your operations?

The person who wrote this article
m.takahashi
I experienced jewelry sales as a new graduate, got married and gave birth, and worked at a social insurance labor consultant office for about 6 years. I experienced a variety of office work in both industries, including inventory management and customer management. Especially when I work at a company labor office, I often end the day with a huge amount of input work and paperwork. When I learned about Yoom, my first voice was “Why couldn't we meet sooner...” I try to write easy-to-understand sentences so that I can bring the convenience of Yoom to everyone!
Tags
DEXTRE
Discord
Automatic
Automation
Integration
Notification
Related Apps
App integration
No items found.
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
Learn more about Yoom
Helpful Materials
I understand Yoom! 3-piece set of materials
Download materials
Understand in 3 minutes! Yoom service introduction materials
Download materials
Find out by Before After! Yoom Case Study Collection
Download materials
See a list of useful materials