How to integrate LOGILESS with Microsoft Teams to receive notifications in Microsoft Teams when an order slip is created in LOGILESS

This time, we introduce the app integration of LOGILESS and Microsoft Teams to streamline the flow after creating an order slip!
By integrating these two apps, you can quickly share order data and potentially strengthen collaboration between departments such as inventory management and logistics management.
Additionally, the post-order process can proceed smoothly, and the burden of administrative work can be reduced.
Please make use of this to improve work efficiency and productivity.

Recommended for

・Companies using both LOGILESS and Microsoft Teams
・Companies looking to streamline the post-order flow using LOGILESS and Microsoft Teams
・Companies aiming to strengthen inter-departmental collaboration after creating order slips

Benefits and Examples of Integrating LOGILESS and Microsoft Teams

Benefit 1: Enhanced Inter-departmental Collaboration

By implementing this integration, notifications will be sent to Microsoft Teams when an order slip is created in LOGILESS. This makes it easier for order status and data to be quickly communicated to each department, potentially enhancing collaboration between departments after an order is received.
For example, the sales department can check the order status on Microsoft Teams, confirm the final delivery date with the inventory management department, and communicate it to the customer. Similarly, if it's an in-house product, the product development department can understand the order status and instruct the production line accordingly.

Benefit 2: Smoother Post-order Flow

Integrating LOGILESS and Microsoft Teams is expected to smoothen the post-order flow. For instance, the logistics management department, having grasped the order status on Microsoft Teams, can arrange shipments with carriers, or in the case of large orders, quickly allocate necessary personnel and secure inventory.
If the work in each department progresses smoothly, it is expected that the efficiency of the post-order flow will improve, potentially increasing productivity.

Benefit 3: Reduced Workload

Automation with LOGILESS and Microsoft Teams can also reduce the workload.
For example, if notifications were previously done manually after creating an order slip in LOGILESS, these administrative tasks will no longer be necessary. The flow itself can be simplified, reducing the burden of administrative work.
Especially during peak order periods, the benefits of this automation should be more noticeable. Additionally, the time spent on notification tasks can be allocated to other tasks.

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Now, let's introduce the flow of integrating the apps using Yoom.
First, register with Yoom.
Yoom offers a two-week trial, allowing you to experience its functionality firsthand.

[What is Yoom]

This time, we will automate the process of "notifying Microsoft Teams when an order slip is created in LOGILESS" using the template below.

How to Create a Connection Flow between LOGILESS and Microsoft Teams

The connection flow this time is broadly divided into the following processes.

・Connect LOGILESS and Microsoft Teams as My Apps
・Set up LOGILESS
・Configure notifications to Microsoft Teams
・Turn on the trigger button and verify the connection operation between LOGILESS and Microsoft Teams

Step 1: Connect LOGILESS and Microsoft Teams as My Apps

After completing the registration with Yoom, please select "My Apps" from the menu on the left.

Next, click the new connection button at the top right.

Connecting LOGILESS and Yoom

1. Search

Enter LOGILESS in the search box and click the LOGILESS icon.

2. Log in

The LOGILESS login screen will be displayed.
Please log in.

3. Approve

After logging in, you will be taken to the above screen. Please press approve.

4. Connection Complete

The screen will switch, and if the above display appears, the connection is complete.

Connecting Microsoft Teams and Yoom

1. Log in
‍Log in to Microsoft365. By logging into Microsoft365, the My Apps connection will be completed quickly.

2. Search

Enter Microsoft Teams in the search box and click the Microsoft Teams icon.

3. Connection Complete

The screen will switch, and if the above display appears, the connection is complete.

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Step 2: Copy the Template

Next, please copy the template to be used this time.

1. Click "View Details" on the top banner
2. Click "Try this template" at the bottom of the transitioned screen
3. If you haven't registered with Yoom yet, please register
※ If you have already completed registration, the login screen will be displayed, so please log in. When the Flowbot template is copied to "My Projects", the above display will appear. Since you will transition to a page like the image, let's proceed with detailed settings. Step 2: LOGILESS Startup Settings 1. Open My Projects Open "My Projects" from the menu on the left side of the screen. 2. Open the copied template Click "【Copy】Notify Microsoft Teams when an order slip is created in LOGILESS". 3. Select App Trigger Click "When an order slip is created or updated" on the LOGILESS icon. Since the title and other settings are complete, press Next. 4. Set Trigger Activation Interval You will transition to the page in the image. Enter the two required fields. First is the trigger activation interval setting. As shown in the image, you can set the activation interval from the dropdown. Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest activation interval varies depending on the plan. 5. Merchant ID As noted at the bottom of the box, obtain it from the LOGILESS management screen and paste it. 6. Execute Test Once input is complete, press the test button. If "Test Successful" is displayed, it is complete. Click Save. Step 4: Setting to Post to Microsoft Teams ※ Regarding Microsoft365 (formerly Office365), if you are not subscribed to the general corporate plan (Microsoft365 Business), authentication may fail. 1. Integrate with App Select "Send a message to a channel" on the Microsoft Teams icon. Press Next. 2. Set the Channel ID to Post Set each ID. Click the box. Select the channel from the list displayed. The channel ID can also be set similarly. 3. Confirm Post Message Set the content to post to Microsoft Teams. Although it is already set, you can add data. Click the box. Select the LOGILESS icon. The LOGILESS data sent in the test earlier will be displayed in a list. Click the data you want to notify Microsoft Teams about and insert it. Once inserted, it will look like the image. 4. Arrange Layout Use symbols, etc., to arrange the layout. Note that Microsoft Teams uses the HTML tag
for line breaks. 5. Execute Test Once the settings are complete, press the test button at the bottom. If "Test Successful" is displayed in blue, the settings are complete. Press Save. 6. Turn ON the Trigger When the creation of the Flowbot is complete, the above display will appear. The trigger is initially set to OFF, so turn it ON. Flowbot Template Used This Time Notify Microsoft Teams when an order slip is created in LOGILESS

Other Automation Examples Using LOGILESS and Microsoft Teams

Yoom also has other flow bots that use LOGILESS and Microsoft Teams. Let me introduce a few!

1. Notify Microsoft Teams When Shipping is Completed with LOGILESS

It is also possible to notify about shipments. This can be useful when the sales department receives this notification and informs the customer about the shipment separately.

2. Add information to Google Sheets when an order slip is registered in LOGILESS

If you are accumulating order data in Google Sheets, implementing this automation will eliminate the need for manual data entry.

3. Issue and Send Invoice via Email When an Order Slip is Created or Updated in LOGILESS

Invoices can be automatically created and sent. This may significantly reduce the burden of administrative tasks.

Summary

By notifying that the order slip has been issued, it is expected that the transparency of the order status will increase, making it easier for each department to proceed with their work.
This may lead to strengthened collaboration between departments and more efficient work processes.
Yoom allows for app integration without the need for programming. There are many templates available that can be set up with just a click, making it easy to automate business workflows.
Even those who have given up on implementing automation in the past can easily adopt it, so please take this opportunity to try it out.