How to integrate Smaregi with Slack to receive notifications in Slack when a transaction is registered in Smaregi

When using Smaregi for store operations, the task of notifying staff for each transaction can be cumbersome, potentially causing delays in information transmission.
Yoom's integration of Smaregi with Slack solves these issues.

Once a transaction is registered in Smaregi, notifications are automatically sent to Slack, reducing the effort of information sharing and facilitating smooth business operations.
Additionally, centralizing transaction information in Slack eliminates the need for each staff member to check Smaregi, allowing for efficient management and verification tasks. This article explains how to set up the integration of Smaregi and Slack using Yoom, supporting the efficiency of store operations.

Recommended for

Store staff who feel burdened by manual notification tasks while using Smaregi
Those aiming for reliable information transmission, as transaction information sharing often lacks within the team
Workplaces where the flow of work tends to be interrupted when multiple people check and share Smaregi transaction details
Those considering centralizing information management in store operations by utilizing Smaregi and Slack
Administrators aiming to streamline operations and simplify verification tasks by consolidating Smaregi transaction information in Slack

Benefits and Examples of Smaregi and Slack Integration

Benefit 1: Eliminate the hassle of manual notifications and maintain workflow

With automatic notifications to Slack every time a transaction is registered in Smaregi, manual information sharing becomes unnecessary.

This means that staff do not need to temporarily interrupt their work to perform notification tasks, allowing them to continue their daily tasks efficiently.
For example, the burden of checking and sharing Smaregi transaction details during busy times is reduced, maintaining the usual workflow. As a result, daily operations can be conducted more smoothly, potentially improving overall productivity.

Benefit 2: Achieve smooth information sharing within the team and prevent confirmation omissions

With transaction information being notified to Slack, all team members can always grasp the latest transaction information. Especially in stores with multiple staff involved or workplaces with changing shifts, transaction details are reliably shared, reducing the likelihood of confirmation omissions.

For instance, when a new transaction occurs, other staff members are automatically notified of the transaction information, allowing them to quickly grasp any necessary follow-up actions, thereby maintaining the quality of work.

Benefit 3: Centralized management of necessary information in Slack makes verification easy

With transaction information from Smaregi being notified to Slack, transaction-related information is centralized in Slack, making it easy for all staff to verify.

This eliminates the need to switch screens to check Smaregi, simplifying information gathering. For example, it streamlines daily reporting and transaction verification, making overall business management easier. By consolidating information within Slack, it also contributes to smooth information management, allowing for easy review of transaction statuses.

How to Create the Smaregi and Slack Integration Flow

Let's proceed with integrating Smaregi and Slack using Yoom.
This flow involves "notifying Slack when a transaction is registered in Smaregi."

The integration flow is broadly set up through the following processes.

Integrate Yoom with Smaregi and Slack as My Apps
Copy the template
Configure app triggers and notifications
Turn on the trigger

You can set it up without difficult programming knowledge, so let's proceed together!

[About Yoom]

Step 1: Integrate Smaregi and Slack as My Apps

First, let's integrate Yoom and the apps used this time as My Apps.
After logging in to Yoom, click "+ New Connection" from "My Apps" in the left menu.

When the "New App Connection" window appears, search for Smaregi and Slack, and proceed with the input according to the displayed content.

Integrating Smaregi as My App

How to register Smaregi as My App

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To integrate Smaregi as My App, you need to prepare the Yoom app in the Smaregi App Market.

After downloading the app, obtain the "Contract ID" from the top right of the management screen and enter it in the new app connection screen of Yoom.

Click "Add" to integrate as My App.

Integrating Slack as My App

For integrating Slack as My App, workspace and channel settings are required.
When you search for Slack in "New My App Connection", enter each from the screen below.

a: Select the workspace to integrate

b: Set the channel to post

Once you have entered, click "Authorize".

Next, open the channel on Slack where you will receive notifications from Yoom and configure the settings.

Please add the app while checking the link below.

How to register Slack as My App

If it is displayed in the My Apps list, the integration as My App is complete!

Next, copy "Try it out" from the banner below and proceed to the flow settings.

Step 2: Set Up App Trigger

The initial setting is "When transaction information is registered." On the first page, the Smaregi account information linked with My App is reflected.

The title can be modified as needed, so change it to something easy to understand and click "Next." Next, set up the Webhook.

Copy the displayed URL. Access Smaregi Developers and paste the URL in the designated area.

For more details, refer to the link below.

How to Set Up Smaregi Webhook Trigger

Once the URL is set, register dummy transaction information in Smaregi for testing and click "Test." If the test is successful, you can obtain the output.

In practice, the information entered during the test is reflected in the output field. Once confirmed, click "Save" to complete the app trigger setup.

Step 3: Set Up for Transaction Information Retrieval

Next is the setup for "Retrieve Transaction Details." On the first page, as before, confirm the account information and modify the title if necessary.

On the next page, set up the details for retrieving transaction information from Smaregi.

Contractor ID: Obtain from the Smaregi management screen Transaction ID: Select from the output

If coupon information is needed, select it and click "Test."

If the test is successful, the values entered during the test will be reflected next to the output items in the image above. If the output is correctly obtained, click "Save" to complete the transaction information retrieval setup.

Step 4: Set Up Notification to Slack

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The final setting is "Notify Slack." On the first page, confirm the account information as before.

Change the title to something easy to understand and proceed to the next step.

Next, set up the details for notifying Slack.

Select the channel ID to post from the options. Use the output to ensure that the necessary information is notified in the message content.

<span class="mark-yellow">Phrases like "Transaction information has been registered." are fixed notifications, but parts using the output will vary depending on the information obtained.</span>

Once the necessary information is entered, click "Test."

Once the output is obtained, click "Save" to complete all settings.

Finally, turn on the trigger.

Now, when a transaction is registered in Smaregi, the information will be notified to Slack.

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Other Automation Examples Using Smaregi and Slack

1. Notify Slack When Member Information is Registered in Smaregi

Every time new member registration information is entered in Smaregi, an automatic notification is sent to Slack. This allows the latest customer information to be shared with the entire team, enabling prompt responses. The ability for administrators and staff to immediately grasp this information is a significant advantage for follow-up and promotional activities.

2. Notify Slack When Stock In/Out Information is Registered in Smaregi

When stock in/out is registered in Smaregi, a real-time notification is sent to Slack, allowing the entire team to share inventory increases and decreases. By understanding inventory reduction through stock-out notifications, reducing the risk of stockouts, and confirming deliveries and inventory replenishment through stock-in notifications, you can achieve prompt inventory management and efficient operations.

Summary

By using Yoom, you can easily integrate Smaregi and Slack without programming knowledge, enhancing operational efficiency.
By consolidating Smaregi's transaction information into Slack, it becomes easier to check information, preventing sharing omissions and insufficient confirmations. By registering for Yoom for free, you can easily try out these convenient automation features. Why not introduce Yoom to streamline your daily operations and make store management more efficient?