This time, we will explain how to integrate Smaregi with Microsoft Teams to automate transaction notifications.
With this automation, information sharing can be done in real-time, potentially enhancing communication within the team.
Additionally, being able to quickly check transaction details may facilitate smoother customer service.
In this article, we will detail the integration method of Smaregi and Microsoft Teams and its benefits.
Recommended for
- Those who are using Smaregi and Microsoft Teams separately and want to integrate the information
- Those who want to quickly share information between different departments or stores
- Those who want to grasp transaction information in real-time
Benefits and Examples of Integrating Smaregi and Microsoft Teams
Benefit 1: Grasp transaction information between departments or stores
Integrating Smaregi with Microsoft Teams is effective for sharing transaction information among multiple departments or stores.
For example, by registering a transaction from Store A in Smaregi and notifying that data to Microsoft Teams, it can be shared with staff from other stores.
By sharing common transaction information with all staff in this way, decision-making and responses may become easier.
Benefit 2: Easier customer service
Notifying transaction information that occurred in Smaregi to Microsoft Teams makes customer service easier.
For instance, even if there are a large number of inquiries from customers during a sale period, you can quickly check the transaction details.
This allows the customer team to always check and respond to the latest transaction information.
Additionally, since Smaregi's transaction information remains as a history in Microsoft Teams, it becomes easier to search for past transactions.
Benefit 3: Reduces the effort of checking transaction information
By automatically notifying transaction information, the effort of checking can be reduced.
For example, if you are analyzing sales or data based on transaction information, you can check it in Microsoft Teams without having to launch Smaregi, saving effort.
This eliminates the need to pause work for confirmation tasks, potentially improving work efficiency.
We will introduce how to integrate and automate Smaregi with Microsoft Teams using Yoom.
[What is Yoom]
How to Create an Integration Flow between Smaregi and Microsoft Teams
This time, we will introduce the setting method of the following template: "Notify Microsoft Teams when a transaction is registered in Smaregi."
By using this template, you do not need to set up automation from scratch, which is convenient.
The integration flow is broadly divided into the following processes:
- Register Smaregi and Microsoft Teams as My Apps
- Copy the template
- Set the trigger for Smaregi, which serves as the starting point of the flow, and configure the subsequent operations for Microsoft Teams
- Turn on the trigger button and verify the integration operation between Smaregi and Microsoft Teams
If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*jrwzd7*_gcl_au*MTY3NDQ2MzE2MS4xNzE5MzgyMDY4*_ga*NTcxOTYyNzgyLjE3MTkzODIwNjg.*_ga_663H387CXM*MTcyMjQ4ODg2Ny4xNTEuMS4xNzIyNDkwMzk2LjYwLjAuNjYyMDU0NDY0). If you are already using Yoom, please log in.
**Step 1: Register Smaregi and Microsoft Teams as My Apps**
Please register Smaregi and Microsoft Teams as My Apps to connect them with Yoom. By registering My Apps first, the automation settings will proceed smoothly.
Let's register Smaregi as My App. Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Smaregi from "Search by App Name" or find it from the app list.
Please refer to the [help page](https://intercom.help/yoom/ja/articles/6435753-%E3%82%B9%E3%83%9E%E3%83%AC%E3%82%B8%E3%81%AE%E3%83%9E%E3%82%A4%E3%82%A2%E3%83%97%E3%83%AA%E7%99%BB%E9%8C%B2%E6%96%B9%E6%B3%95) for My App registration. Check the "Contract ID" at the top left and set it in Yoom.
Next, register Microsoft Teams as My App. Similarly, search for Microsoft Teams from the list or search bar.
The following screen will be displayed, so log in to Microsoft Teams.
If Smaregi and Microsoft Teams are displayed in My Apps, the registration is complete.
**Step 2: Copy the Template**
To set up automation, click "Try it" on the banner below.
Please read the following screen display and click "OK".
When the following screen is displayed, please check the "Title" and "Description".
If you want to make changes, you can do so from the page below.
First, go to the settings of Smaregi and click "When transaction information is registered (Webhook activation)".
Step 3: Setting the Smaregi trigger that starts the flow and the subsequent Microsoft Teams operation settings. When the following screen is displayed, please check the settings. "Title" → Can be changed by yourself "Account information linked with Smaregi" → Check if it is the account you are using "Trigger Action" → When transaction information is registered (Webhook activation)
When the following screen is displayed, click within the red frame to copy the Webhook URL.
Move to the Smaregi screen and set up the Webhook.
Detailed settings can be checked from here.
Once set, click "Test" → "Test Successful" → "Save" after sending a Webhook event or executing a trigger event.
Next, to set up obtaining transaction details in Smaregi, click "Get Transaction".
When the following screen is displayed, check the settings. "Title" → Can be changed by yourself "Account information linked with Smaregi" → Check if it is the account you are using "Action" → Get transaction details
When the following screen is displayed, please set it. "Contractor ID" → Set from the management screen "Transaction ID" → Check and set in the transaction field "Coupon Information" → Set optionally Once set, click "Test" → "Test Successful" → "Save".
The contract ID is listed at the top left of the Smaregi management screen.
Next, to set up Microsoft Teams, click "Notify Microsoft Teams".
When the following screen is displayed, please check the settings. "Title" → Can be changed by yourself "Account information linked with Microsoft Teams" → Check if it is the account you are using "Action" → Send a message to the channel
When the following screen is displayed, select the "Team ID" from the candidates within the red frame.
Candidates are displayed by clicking within the item.
Scroll and set the "Channel ID" in the same way as before.
Next, set the "Message".
Use the output of "Get transaction details" to set it.
You can check the output by clicking the arrow within the red frame.
Please set the transaction information you want to check in Microsoft Teams using the following example as a reference.
Once set, click "Test" → "Test Successful" → "Save".
Step 4: Turn on the trigger button and check the operation of the linkage between Smaregi and Microsoft Teams. Finally, click "Turn on Trigger" to complete the automation settings.
Please check if the flow bot starts up normally.
Here is the template used this time.
Other Automation Examples Using Smaregi and Microsoft Teams
1. This is a flow that automatically retrieves the previous day's sales from Smaregi and notifies Microsoft Teams daily.
This automation is recommended for those who manually check sales every day.
It saves the trouble of manually checking and notifying sales.
2. This is a flow that automatically notifies Microsoft Teams when stock information is registered in Smaregi.
You can grasp stock information in real-time, allowing for quick response.
Manual work is no longer necessary, enabling accurate notification of stock information.
3. This is a flow that automatically adds responses to a survey form to Microsoft Excel and notifies Microsoft Teams.
Since the survey responses are automatically added to Microsoft Excel and notified to Microsoft Teams, there is no need for data transcription.
Setting the notification destination in Microsoft Teams to the entire team makes information sharing easier.
Summary
By integrating Smaregi with Microsoft Teams, you can share transaction information in real-time and facilitate smoother customer interactions.
This may lead to more efficient information sharing and communication between different departments and stores.
By utilizing Yoom, you can implement automation without complicated settings.
Use this article as a reference to enhance your business performance.
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