How to integrate Shopify, kintone, and Slack to add a record to the kintone database and send a notification to Slack when there is an order in Shopify

Step 1: Register Shopify, kintone, and Slack as My Apps

Please register Shopify, kintone, and Slack as My Apps to connect them to Yoom.
By registering My Apps in advance, you can smoothly proceed with the automation settings.

First, let's register Shopify as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Shopify in the search bar or find it from the app list.

When the following screen is displayed, please configure the settings within the red frame.
For the method of registering Shopify as My App, please check here.

Next, register kintone as My App.
Similarly, find kintone from the list or search for it in the search bar.
The following screen will be displayed, so please configure the settings.
For the method of registering kintone as My App, please check here.

Next, please register Slack as My App.
When you select Slack, the following screen will be displayed, so please select from "Search Channels".
For the method of registering Slack as My App, please check here.

Next, sign in to the workspace.

If Shopify, kintone, and Slack are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

To set up automation, please click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, click the relevant part to modify it.
First, we will set up Shopify, so click "When an order is placed".

Step 3: Set up the Shopify trigger that initiates the flow and the subsequent kintone and Slack operations

The following screen will be displayed, so please check the settings.
*Shopify is an app available only on certain plans.
For other plans, the operations and data connections set in the flow bot will result in errors, so be careful.
Paid plans offer a 2-week free trial.
During the free trial, you can use apps that are normally restricted, so please give it a try.

• "Title" → Can be changed as desired
• "Account information for integration with Shopify" → Verify if correct
• "Trigger Action" → When an order is placed
  

When the following screen is displayed, please configure the settings.

• "Trigger Interval" → Choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
  *The trigger interval varies depending on the plan, so be careful.
• "Subdomain" → Set as described

After setting, click "Test" → "Test Successful" → "Save".

Next, we will set up kintone, so click "Add a record".
When the following screen is displayed, check the settings.

• "Title" → Can be changed as desired
• "Account information for integration with kintone" → Verify if correct
• "Execution Action" → Add a record
  

Move to the kintone screen and set the item names for the order information for testing purposes.
The following is an example, so feel free to set it as you like.

Return to the Yoom screen and set up "Database Integration".
Click within the frame and select from the displayed options or set as described.

When the following screen is displayed, set the "Values for the record to be added".
The item names set in kintone will be displayed here.
Utilize Shopify's output to configure it.
Click the arrow in the red frame to display the output.
Add the output that matches the item name.
Configure other items in the same way.

Once all item settings are complete, it will be displayed as follows.
If there are no issues, click "Test" → "Test Successful" → "Save".

Next, we will set up Slack, so click "Notify Slack".
When the following screen is displayed, check the settings.

• "Title" → Can be changed as desired
• "Account information for integration with Slack" → Verify if correct
• "Action" → Send a message to the channel
  

Please see the following precautions.
For instructions on how to install the Yoom app in a Slack channel, check here.

Next, set the "Channel ID to post to".
Select the appropriate channel ID from the following options.

Next, set the "Message".
Use Shopify's output to configure the order information you want to check on Slack.
The following is an example, so set it as you like.
After setting, click "Test" → "Test Successful" → "Save".

Step 4: Turn on the trigger button and check the integration operation of Shopify, kintone, and Slack

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

Here is the template used this time.

Other Examples of Automation Using Shopify, kintone, and Slack

There are many other examples of automation using Shopify, kintone, and Slack at Yoom, so here are a few introductions.

1. A flow where kintone information is automatically updated when a product is shipped in Shopify.
This automation is recommended for those who manage product inventory with kintone.
Since kintone information is automatically updated after the product is shipped, it saves the trouble of manual updates.

2. This is a flow that automatically sends to Slack when registered in kintone.
When a record is registered in kintone, it is automatically notified to Slack, making it ideal for those who want to quickly grasp the data.
You can also use Slack to share kintone data with your team.

3. This is a flow that automatically notifies Slack when a product is shipped from Shopify.
‍ It is recommended for those who want to smoothly handle post-shipment processes as you can keep track of Shopify shipments through Slack notifications.
By notifying shipment information on Slack, all team members can check the shipment status.

Summary

By automating the transcription and notification tasks of order information, you may significantly reduce the burden of manual work.
This can help prevent transcription omissions and input errors, leading to improved operational efficiency.
Additionally, staff members will no longer need to add or notify Shopify order information in each system, reducing the need to switch between apps.
This automation is especially recommended for those who want to reduce the management of order data and notification tasks.
Utilize the template introduced this time to smoothly manage order data.