[Mock Exam 7] Automatically send product data from Smaregi to Discord to streamline information management

How do you verify product information in Smaregi? Do you regularly check it using Smaregi? If you need to send this information to leaders or other departments, what steps do you take?
By checking product information in Smaregi and if you frequently need to verify data in detail, integrating with Discord is recommended!
This app integration makes it easier to check product information in Smaregi, facilitating data management. Please take advantage of this as a first step to improve operational efficiency.

Recommended for

- Leaders who want to regularly verify sales transactions conducted in Smaregi for each store via Discord
- Departments that want to closely examine sales conditions of transactions conducted in Smaregi via Discord to manage product orders and inventory
- Store personnel who want to quickly notify administrators of transaction data conducted in Smaregi

Benefits and Examples of Integrating Smaregi with Discord

Benefit 1: Efficiency in Inventory Management through Real-Time Data

With this integration, sales transaction data conducted in Smaregi can be automatically notified to Discord. It is expected to make it easier to check sales conditions and perform data checks.
Furthermore, since data is sent in real-time when a sales transaction occurs, it becomes easier to grasp sales trends. This allows other departments responsible for product orders and inventory management to operate more efficiently, potentially preventing stockouts.

Benefit 2: Reduction of Workload

If you report transaction conditions upon reaching a certain sales threshold or at a specified time, implementing this automation can simplify such workflows.
Since notifications are sent to Discord every time a transaction occurs, the person responsible for sales using Smaregi no longer needs to send transaction data individually.
This reduces the workload of sales personnel and saves time, allowing them to focus more on sales activities.

Benefit 3: Smoother Information Sharing

If someone other than the sales personnel wants to check transaction data conducted in Smaregi, each department needs to access Smaregi and verify it individually. By implementing this app integration, notifications are automatically sent to Discord, eliminating the need to access Smaregi for verification.
Additionally, if you want to give instructions regarding transaction data or have questions or requests about specific product transaction data, you can create a thread directly on the message posted in Discord to facilitate communication.
This is expected to smoothen communication.

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Now, let's introduce the flow of integrating apps using Yoom.

[What is Yoom]

This time, we will automate the process of "notifying Discord when a transaction is registered in Smaregi" using the following template.

First, let's register with Yoom. 1. Click "View Details" on the banner above. 2. Click "Try this template" at the bottom of the transitioned screen. 3. Register with Yoom. *If you have already completed the registration, the login screen will be displayed, so please log in. How to create a linkage flow between Smaregi and Discord The linkage flow is broadly divided into the following processes. - Link Smaregi and Discord with My Apps - Set up Smaregi launch and data retrieval - Set up notifications to Discord Step 1: Link Smaregi and Discord with My Apps Once you have completed the registration with Yoom, the Flow Bot template will be copied to "My Projects". When the display appears as shown in the image, please select "My Apps" from the menu on the left. Click the new connection button in the upper right corner. Enter the name of the app to be linked in the box. Linking Smaregi and Yoom 1. Search Enter Smaregi in the box and select the Smaregi icon. 2. Enter required fields Enter the required fields. Regarding the My Apps linkage of Smaregi, it can be easily done by installing the Yoom app from the [Yoom page](https://apps.smaregi.jp/apps/979) of the Smaregi App Market. For details, please check the [How to register My Apps in Smaregi](https://intercom.help/yoom/ja/articles/6435753-%E3%82%B9%E3%83%9E%E3%83%AC%E3%82%B8%E3%81%AE%E3%83%9E%E3%82%A4%E3%82%A2%E3%83%97%E3%83%AA%E7%99%BB%E9%8C%B2%E6%96%B9%E6%B3%95) page. 3. Add Once the required fields are entered, click Add at the bottom right. If the above display appears, the linkage is complete. Linking Discord and Yoom 1. Search Search for Discord and select the Discord icon. 2. Enter required fields Obtain a Bot token from the [Discord Developer Portal](https://discord.com/developers/applications) and enter it in the access token. For more details, please check the [Discord My Apps linkage](https://intercom.help/yoom/ja/articles/9570739-discord-bot%E3%81%AE%E3%83%9E%E3%82%A4%E3%82%A2%E3%83%97%E3%83%AA%E9%80%A3%E6%90%BA%E6%96%B9%E6%B3%95) page. 3. Add Once the required fields are entered, click Add at the bottom right. If the above display appears, the linkage is complete. Next, copy the template to My Projects and create a Flow Bot. Please copy the Flow Bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in. Step 2: Setting up Smaregi 1. Open My Project
Open "My Project" from the menu on the left side of the screen. 2. Open the copied template
Click on "Notify Discord when a transaction is registered in Smaregi".‍ 3. Select an app trigger
Click on the Smaregi icon's "When transaction information is registered (Webhook trigger)".
The title and other settings are already completed, so click next. 4. Webhook settings Set up the Webhook. By doing this, when a transaction occurs in Smaregi, the data can be notified to Discord in real-time. For settings, please refer to How to set up Smaregi's Webhook trigger. 5. Register a product
Conduct a transaction in Smaregi to test send data. 6. Execute the test
Once the transaction data is registered, return to Yoom and press the test button at the bottom of the screen.
If it displays "Test Successful" in blue, the Smaregi Webhook setup is complete. Step 3: Setting up data retrieval from Smaregi 1. Integrate with the app Click on the Smaregi icon's "Retrieve transaction details".
The title and other settings are already completed, so click next. 2. Enter required fields
Enter the contractor ID as per the supplement at the bottom of the box.
Use the transaction ID from the data you test sent earlier.
Therefore, click the box and select the red frame.
Click and insert "Transaction ID". 3. Execute the test
Once the required fields are set, press the test button at the bottom of the screen.
If it displays "Test Successful" in blue, the setup is complete. Step 4: Setting up notifications to Discord 1. Integrate with the app Select "Send Message" from the Discord icon. Click next.‍ 2. Enter the channel ID
Set the Discord channel where you want to send Smaregi transaction data.
Enter as per the supplement at the bottom of the box.‍ 3. Confirm the message
Set the content of the message you want to notify to Discord. Click the box.

The Smaregi transaction data you test sent earlier will be displayed in a list.
Click to insert the data you want to notify to Discord. Once the data is inserted, it will look like the image. If there are other data you want to insert, add them.‍ 4. Arrange the layout
Rearrange the order and use symbols to arrange it to your preferred layout.
This will make the message sent to Discord easier to read.‍ 5. Execute the test Once the message is set, press the test button at the bottom.
If it displays "Test Successful" in blue, the setup is complete. Press save. 6. Turn on the trigger Once the flow bot is created, the above display will appear. The trigger is initially set to OFF, so turn it ON.
After that, conduct a transaction in Smaregi, and if the notification reaches Discord, the template setup is complete. The flow bot template used this time
Notify Discord when a transaction is registered in Smaregi

Other Automation Examples Using Smaregi and Discord

There are many other examples of automation using Smaregi and Discord on Yoom, so here are a few introductions.

1. Notify Slack When a Transaction is Registered in Smaregi

This is the Slack version of the current integration. Try integrating with your preferred communication tool to make data management easier.

2. Add to Notion when a transaction occurs in Smaregi

If you are accumulating transaction data for management and editing, you can also automate the transcription process. Why not reduce administrative tasks and aim for improved efficiency?

Summary

By integrating Smaregi with Discord, sales transaction data will be automatically notified, making it easier to check transaction data.
Additionally, with data being sent in real-time, improvements in efficiency for inventory management and ordering can be expected.
Why not take this opportunity to implement automation using Smaregi and Discord to simplify your operations?