When order information is registered in Secforce, how to store it in kintone

In recent years, various apps have been widely used to streamline operations, and there are many apps specialized in managing e-commerce sites.
Apps are convenient, but are you still manually managing your operations?

This time, we will integrate ecforce and kintone to support the operation of e-commerce sites and improve efficiency!
There are aspects of inventory management and customer service that can be automated!
We will also explain the integration steps, so please use it as a reference!
Let's graduate from manual operations for tasks that can be automated!

So, what are the benefits of actually integrating these two apps?

Benefits and Examples of Automation with ecforce and kintone Integration

Benefit 1: Centralized Information Management
When order information is registered in ecforce, it can be automatically stored in kintone, enabling centralized information management.
The data transcription work that was previously done manually is automated, greatly improving work efficiency.
The risks of duplication and omission, which inevitably occurred with manual work, are eliminated!
For example, when a new order is received, the information is automatically added to kintone's customer management database, allowing the sales team to respond immediately!

Benefit 2: Improved Inventory Management Efficiency
By linking ecforce's inventory information with kintone, you can grasp the inventory status in real-time.
For example, you can build an inventory warning system on kintone that automatically notifies you when inventory falls below a certain level.
This prevents issues like duplication and omission of numbers, which were prone to occur with manual work.
Accurate inventory status helps prevent stockouts and overstocking.
Therefore, efficient inventory management becomes possible!

Benefit 3: Faster Customer Support
The customer support team can respond based on customer information synchronized from ecforce to kintone.
For example, when a customer inquiry is received, you can immediately check the customer's past purchase history in kintone, allowing you to provide more tailored support.
Previously, you had to switch between two apps to check, but now you can handle it with one app, allowing you to respond without keeping the customer waiting.

‍What is Yoom?

‍The app integration is done using Yoom, which allows no-code app integration.
In general app integration, programming knowledge may be required, but Yoom offers a service that allows app integration without specialized knowledge!
Moreover, Yoom has a wealth of existing templates!
Even beginners can easily start by copying these templates to create flows!
Flowbot Templates｜Yoom

You can start for free, so if you don't have a Yoom account, please get one!
Yoom Account Registration Page
For basic Yoom operations, please refer to this.
Getting Started with Yoom

[Order Information Management] Explaining the Integration of ecforce and kintone

First, we will create a flow where [when order information is registered in ecforce, it is stored in kintone].
Without having to manually check the order information registered in ecforce, it is automatically stored in kintone's database, eliminating any gaps or omissions in information management.

With Yoom, you don't need to build from scratch if you copy the template, making it easy to create flows.
First, copy the template and then start the integration settings.

Preparation

Once you can log in to your Yoom account, first register the app you will use.
1. Click "Register My App" and select "Create New".
2. Select the app you want to register (this time ecforce and kintone) and log in with the account you will use.

Once you have registered ecforce, click "Create New" again to register kintone.
3. Once registered, an icon will appear in My Apps.
Please check if the icons for ecforce and kintone are displayed.

* ecforce is an app available only with the Team Plan and Success Plan.
For Free Plan and Mini Plan, the operations and data connections set for the flow bot will result in errors, so please be careful.
* Paid plans such as Team Plan and Success Plan offer a 2-week free trial.
During the free trial, you can use apps that are normally restricted.

Specific Flow Creation Procedure

Now, let's explain the procedure for creating a flow!

1. Open the copied template from My Projects.
2. Click "Edit" in the upper right corner.
The title is filled in to make the content of the flow easy to understand.
Details can also be changed. Please modify it to make it easier to use.

3. Click "App Trigger: When Order Information is Registered".

4. Select the trigger action "When Order Information is Registered" and click "Next".

5. Select the trigger interval and enter the channel ID.
Once entered, click "Test".
If the test is successful, click "Save".

6. Return to the flow and click the icon "Operate Database: Store Order Information".

7. Select the execution action "Add Record".
If the app registration is completed, you can select data integration from the candidates.
Once entered, click "Next".

8. Enter the values for the record to be added.
You can select the previously integrated ecforce output information, so enter it while embedding.
Once entered, click "Test".
If the test is successful, click "Save".

This completes the flow of [Store Order Information in kintone when Registered in ecforce].

9. Finally, switch the trigger to "ON" to activate it.

Advanced Integration Flow of ecforce and kintone

In addition to the flow introduced so far, you can also create a flow where [when order information is registered in ecforce, it is stored in kintone and notified in Slack].
Without having to manually check the order information registered in ecforce, it can be automatically stored in the kintone database and notified in Slack, eliminating any gaps or omissions in information management.

Yoom offers a wide range of apps that can be integrated, allowing you to create workflows by combining various apps to suit your business needs!
For example, a workflow like 【OCR the qualified invoice received by email, store it in kintone, and notify Google Chat】 can be created.
By integrating kintone and Google Chat, you can automatically store invoice information analyzed by AI in kintone's database and notify Google Chat. This automation eliminates any gaps or omissions in information management.

※Integration with Google Chat is only available for Google Workspace users.
※For more details, please refer to here.
※AI operations are available only with the Team Plan and Success Plan.
※Please note that operations of flow bots set up in the Free Plan and Mini Plan will result in errors.
※Paid plans such as the Team Plan and Success Plan offer a 2-week free trial.
※During the free trial, you can use apps and AI features (operations) that are subject to restrictions.‍

Summary

By integrating ecforce and kintone, we were able to eliminate the hassle of manual input and achieve centralized information management through the automatic storage of order information! By eliminating manual tasks, we can prevent duplication and omissions, significantly improving inventory management efficiency. Being able to check past histories also speeds up customer service.
With Yoom, integration can be easily achieved without programming knowledge.
Please give app integration a try!