LOGILESSとChatworkの連携イメージ
How to Integrate Applications

2024/11/21

How to link LOGILESS with Chatwork to receive notifications in Chatwork when LOGILESS creates an order slip

n.fukuoka

LOGILESS is a useful tool for companies looking to prevent overstock and stockouts. By integrating and analyzing data from multiple sales channels, it can also enhance marketing strategies. However, if the situation continues where order slips need to be checked every time they are created in LOGILESS, it can increase the operational burden. This article provides a detailed explanation of the benefits and basic setup procedures when integrating LOGILESS with Chatwork. This article is recommended for the following people! - Those who are already using LOGILESS and Chatwork but find manual integration cumbersome - Managers or staff of small and medium-sized enterprises aiming to speed up order processing and reduce errors - Logistics and retail industry personnel who feel challenged by information sharing between multiple warehouses or departments Benefits and Examples of Integrating LOGILESS and Chatwork Benefit 1: Reducing Workload with Automatic Notifications When an order slip is created in LOGILESS, automatic notifications to Chatwork reduce the effort required for order confirmation by the staff. This eliminates the need to log into the system to check, allowing them to quickly grasp the latest order status just by receiving notifications. For example, automating the order status check that the sales team used to perform every morning enables them to start the next actions right after beginning work. As a result, manual confirmation tasks are reduced, allowing more resources to be allocated to customer service and proposal preparation, thereby improving the overall performance of the team. Benefit 2: Facilitating Smooth Information Sharing Across the Team With automatic notifications to Chatwork when order slips are created in LOGILESS, the entire team can quickly grasp the order status. This reduces the effort required for each staff member to individually collect and share information, minimizing the risk of communication errors and missed responses. After confirming order information, the sales management team, which previously needed to share information through meetings or individual messages, can now proceed with their tasks while everyone is always aware of the latest information thanks to app integration. Additionally, even when multiple products are ordered at once, the entire team can accurately share the situation and efficiently discuss response methods. As a result, it may strengthen team collaboration and lead to overall operational efficiency. Benefit 3: Enabling Quick Trouble Response The system of notifying order information to Chatwork allows for the early detection of abnormal orders or issues. Staff who check the notifications can quickly grasp the situation and respond promptly as needed, enabling appropriate action before problems escalate. For example, if the customer support department receives a notification of an order error late at night, they can immediately contact the technical support team based on the automatic notification, allowing for quick identification and correction of the cause. This facilitates smooth progress in identifying and correcting the cause, potentially shortening the problem-solving process. App integration helps reduce confusion during trouble occurrences and creates an environment where the entire team can easily collaborate. In this article, we will proceed with the integration using Yoom. If you haven't used it yet, please take a look at [First Time with Yoom](https://intercom.help/yoom/ja/collections/3043550-%E5%88%9D%E3%82%81%E3%81%A6%E3%81%AEyoom). [What is Yoom] How to Create an Integration Flow Between LOGILESS and Chatwork This time, we will create a flow of [Notifying Chatwork when an order slip is created in LOGILESS].
The integration flow is broadly created through the following processes. - Registering LOGILESS and Chatwork as My Apps - Setting a trigger to activate when an order slip is created or updated in LOGILESS - Configuring to send messages in Chatwork - Testing and verification Step 1: My App Integration with LOGILESS and Chatwork First, log in to your Yoom account. If you do not have an account, please create one on the Yoom account creation page. 1. Click on "My Apps" and then click on "New Connection." 2. You can search by app name in the input field. This time, search and register LOGILESS and Chatwork respectively. LOGILESS My App Registration First, let's register from LOGILESS. Enter LOGILESS in the input field, and the LOGILESS icon will appear. Click on the icon. 1. The login screen will appear. Please log in. 2. The following screen will appear. Click "Authorize." This completes the LOGILESS My App registration. Chatwork My App Registration Similarly, search for Chatwork and click on the icon. 1. The following screen will appear. Enter the account you want to integrate with the app. 2. Enter your password. After entering, click "Login." 3. The following screen will appear. If there are no issues, click "Allow." This concludes the My App registration for LOGILESS and Chatwork. Once the My App registration is successful, the following screen will be displayed. Please check if the icons for LOGILESS and Chatwork are displayed on the My Apps screen. For more detailed information about Yoom, please check the Yoom Help Center. Selecting a Template and Preparing the Storage Location Click "Try it" from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting up a trigger to activate when an order slip is created or updated in LOGILESS

1. First, click on "When an order slip is created or updated" at the top.

2. You can set the title freely.
Enter the account information to connect with LOGILESS.
Select "When an order slip is created or updated" as the trigger.
Once you have finished entering, click "Next".

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3. Set the trigger activation interval and Merchant ID.
The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
Please note that the shortest activation interval varies depending on the plan.

Once the settings are complete, click "Test" and if there are no issues, click "Save".

Step 3: Setting up to send messages in Chatwork

1. Return to the flow.
Click on the "Send Message" icon.

2. Enter the account information to connect with Chatwork.
Select "Send Message" as the action.
Once you have finished entering, click "Next".

3. Set the Room ID and Message.
When you click on the input field, the output and suggestions obtained earlier will be displayed.
Select the Room ID from the suggestions.

You can utilize the output when creating a message. Click on the edit field to display the output and use it as needed.
Once the settings are complete, click "Test" and if there are no issues, click "Save".

5. This completes the flow of [Notify Chatwork when an order slip is created in LOGILESS].

Step 4: Testing and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

With Yoom, you can easily set up without any code.
Try this convenient flow from the link below.

Other Automation Examples Using LOGILESS and Chatwork

There are many other examples of automation using LOGILESS and Chatwork in Yoom, so here are a few introductions.

1. A flow that notifies Chatwork when shipping is completed in LOGILESS.
By using this template, a notification is automatically sent to Chatwork when shipping is completed in LOGILESS.
This allows for quick sharing of shipping information within the team, enabling necessary adjustments.

2. This is a flow to add information to kintone when an order slip is registered in LOGILESS.
By using this template, information is automatically added to kintone when an order slip is registered in LOGILESS.
This allows members to collectively review order information, which will help in visualizing business processes.

3. This is a flow for registering supplier information in the LOGILESS supplier master when new information is added to a Google Spreadsheet.
This flow is recommended for those who want to quickly reflect new information in their operations.
Since the information entered in the Google Spreadsheet is automatically linked to LOGILESS, manual work is eliminated, leading to improved operational efficiency.

Summary

By integrating LOGILESS with Chatwork, you can now automatically receive notifications in Chatwork when an order slip is created in LOGILESS.
This allows you to quickly check when an order slip has been created.
Additionally, information can be shared promptly, facilitating smoother communication among team members.
Many might feel apprehensive about the need for complex knowledge to automate processes, but with Yoom, you can start easily.
Yoom offers a wide range of templates, enabling you to achieve automation tailored to your business needs without complex configurations.
Why not take the first step towards automation by implementing Yoom?

The person who wrote this article
n.fukuoka
In this day and age where there are more and more tools, it's often hard to know what to use. I would like to deliver useful information that is easy to understand so that everyone's work can be made even a little easier!
Tags
LOGILESS
Chatwork
Integration
Automation
Notification
Related Apps
App integration
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