スマレジとLINE WORKSの連携イメージ
How to Integrate Applications

2024/11/08

How to link Smaregi with LINE WORKS to receive notifications in LINE WORKS when a transaction is registered in Smaregi.

m.i

If you are manually notifying LINE WORKS every time a transaction occurs in Smaregi, wouldn't it be great if the transaction details could be automatically notified?
This automation allows for smoother inventory management and information sharing.
Additionally, since there is no need to manually notify transaction details, human errors such as input mistakes can be reduced.
This article will explain in detail the specific integration methods and benefits.
Please read until the end.

Recommended for

・Those who manage inventory with Smaregi and use LINE WORKS for business communication and information sharing
・Those who find it cumbersome to centrally manage inventory and sales data across multiple stores
・Those who want to quickly share Smaregi transaction information within the team and perform inventory adjustments or replenishments
・Those who face challenges with input errors or maintaining data consistency due to using multiple apps
・Those who want to reduce the burden of switching apps for staff and create a simple work environment

Benefits and Examples of Integrating Smaregi and LINE WORKS

Benefit 1: Real-time Inventory Status Understanding

By notifying LINE WORKS when a transaction occurs in Smaregi, it is possible to share the inventory status in real-time the moment a product is sold.
Especially, the ability for all store staff to immediately grasp the inventory count will be a significant advantage.
For items prone to stockouts or seasonal products with fluctuating inventory, quick responses can be made through notifications.
As a result, it promotes quick replenishment decisions and additional orders based on real-time inventory status, leading to appropriate inventory management and improved operational efficiency.

Benefit 2: Accurate Data Management by Preventing Input Errors

With the integration of Smaregi and LINE WORKS, transaction information is automatically notified, eliminating the need for manual input and preventing input errors.
Especially when manually entering important data such as sales data and inventory information into multiple systems, errors are likely to occur, risking the accuracy of operations.
However, by automatically notifying transaction information to LINE WORKS, the input effort is reduced, and a system is established where correct data is shared.
Accurate data is reflected, eliminating the need for data corrections during sales reporting, saving time for checks and corrections.
This is considered a significant benefit, particularly for managers and executives who require quick and accurate decision-making.

Benefit 3: Reducing the Burden of Using Multiple Apps

The integration of Smaregi and LINE WORKS reduces the effort of switching between multiple apps and systems.
Normally, sales information and inventory management are checked with Smaregi, and business communication and information sharing are done separately with LINE WORKS or other communication tools.
However, with this integration, information confirmation and sharing can be done solely with LINE WORKS, eliminating the need to cross between apps.
For example, staff responsible for inventory management no longer need to log into multiple apps to check inventory information, and can immediately determine necessary actions from the notification content.
Moreover, a simple operational environment reduces management burden and leads to faster operations.

[About Yoom]

How to Create an Integration Flow between Smaregi and LINE WORKS

So far, we have introduced the benefits of integrating Smaregi and LINE WORKS.
Let's quickly proceed to integrate the apps used this time with Yoom!
Once the My App registration is complete, we will create a flow bot to "Notify LINE WORKS when a transaction is registered in Smaregi."

This time, we'll follow the steps below.
Let's set it up together!

  • Integrate Smaregi and LINE WORKS with My Apps.
  • Copy the template "Notify LINE WORKS when a transaction is registered in Smaregi."
  • Trigger: Set up Smaregi's "When transaction information is registered (Webhook activation)".
  • Set up "Retrieve transaction details" and "Notify LINE WORKS".
  • Turn on the trigger to complete.

Step 1: My Apps Integration

Integrating with My Apps first will make the subsequent settings go smoothly.
First, let's integrate the Smaregi you are using with Yoom.
Select My Apps → New Connection from the left side of the Yoom page.

Please refer to this for integrating Smaregi.
Next, please search for LINE WORKS.
Please also refer to this article for setting up the required items.

Once Smaregi and LINE WORKS integrated with My Apps are displayed, you're done.

Next, copy the template to My Project 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 page you navigated to
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.

Step 2: Set Triggers and Actions

This time, we will use this template.
Open the template page and click 'Try This Template'.
If you are using Yoom, please log in, and if you are new, please register as a member.
Proceed to the next step, and the template will be automatically copied to your workspace.
You can change the template name as needed.
Click My Projects on the left, and the template "Notify LINE WORKS when a transaction is registered in Smaregi" that you just copied will appear.
Click the ellipsis (...) on the right and select Edit.

First, let's set the app trigger.
Select "When transaction information is registered (Webhook trigger)".
Check the linked account information and proceed to the next step.
Please refer to this procedure to set the Webhook to trigger when a new transaction occurs.
Test it, and if the Smaregi information is reflected in the output, save it.

Next, select "Get Transaction Details".
Proceed without changing the action.
Select the transaction ID from the output obtained earlier as follows.
Set other items as desired.
Test this as well, and if the transaction ID and other detailed information are reflected in the output, save it.

Next, click "Notify LINE WORKS".
Please set the bot ID and talk room ID.

The message was set using the output as follows.
There are other items in the output, so please customize according to the information you want to notify.

Test this as well, and if successful, save it.
Finally, turn on the app trigger to complete.
Thank you for your hard work.

Even someone like me who is not familiar with programming was able to proceed easily.

Here is the flowbot used this time ↓

Other Automation Examples Using Smaregi and LINE WORKS

Additionally, Yoom offers templates using Smaregi and LINE WORKS, so let me introduce a few!

1.A flow that notifies LINE WORKS when stock information is registered in Smaregi.

This flow is recommended for those who manually notified each time products were stocked.
You can share stock information in real-time.

2.This is a flow that notifies LINE WORKS when shipment information is registered in Smaregi.

This is the shipment version of the previous flow.
It notifies you in real-time with each shipment, making inventory management easier.

3.This is a flow where information is added to Google Sheets when a transaction is registered in Smaregi.
This automatically accumulates information in the spreadsheet.
If you separate the sheets by month, it will be easier to analyze which transactions are more frequent.

You can check other flow bots here → Flow Bot Templates|Yoom

Summary

This time, we introduced the flow bot "Notify LINE WORKS when a transaction is registered in Smaregi".
The integration of Smaregi and LINE WORKS is expected to improve the efficiency of inventory management and information sharing.
You can grasp the inventory status in real-time, prevent input errors, and reduce the burden of using multiple apps, thereby improving work efficiency and accuracy.
As a result, it is anticipated to reduce the burden on staff and build a simpler and more effective work environment.

Take this opportunity to try integrating Smaregi and LINE WORKS.
Register for free with Yoom here!→Get Started

The person who wrote this article
m.i
I have experienced finance-related work for about 3 years since I graduated as a new graduate. Due to the industry, there are so many tasks that are done manually, and I came across Yoom when I thought that if automated, I could do more other work. I'm impressed every day by the convenience of Yoom while writing a blog. I try to make the structure easy to understand.
Tags
Automation
Integration
Notification
Smaregi
LINE WORKS
Automatic
Related Apps
App integration
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