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

Smaregi is a convenient tool that offers a wide range of features necessary for business management, including not only POS register functions but also inventory and staff management, and sales analysis. However, if the person in charge manually reports to the team every time a transaction is registered in Smaregi, it could potentially slow down the workflow. In this article, we will introduce the benefits of integrating Smaregi with Chatwork and the easy automation setup methods. This article is recommended for the following people! - Those who are utilizing both Smaregi and Chatwork - Those who manage daily transactions using Smaregi and find it cumbersome to check and update information - Those who want to integrate the apps they usually use to streamline business operations Benefits and Examples of Integrating Smaregi and Chatwork Benefit 1: Reduce the burden of confirmation work with real-time notifications By setting up automatic notifications to Chatwork when a transaction is registered in Smaregi, you can eliminate the need for manual confirmation work. This allows the person in charge to grasp transaction information in real-time without having to check Smaregi each time. For example, if the headquarters manages the sales of each store in the retail industry, setting up notifications to Chatwork every time there is a transaction makes it easier for store managers and headquarters executives to quickly understand the sales situation. This reduces the time spent on creating daily reports and checking data, allowing for quicker consideration of sales plans. Especially in retail or food service industries with many transactions, it may help reduce daily workload and long working hours. Benefit 2: Achieve rapid customer response The system of receiving notifications in Chatwork when transaction information is registered makes it easier to respond quickly to customer orders and inquiries. For example, when the customer support team in retail enters a new order in Smaregi, a notification is sent to Chatwork in real-time, allowing for immediate preparation for response. This enables quick verification of stock status and rapid responses to customer questions such as "Is a specific product in stock?" Being able to respond quickly may also lead to an overall improvement in customer response speed. Benefit 3: Improve inventory management accuracy The system of receiving real-time notifications in Chatwork for transaction information allows for quicker understanding of inventory status. For example, the logistics department is required to replenish inventory based on sales information from each store, but with immediate notification of sales data from Smaregi, it becomes easier to understand the trends of well-selling products early and adjust inventory accordingly. By sharing inventory information with relevant parties immediately, it is possible to prevent inventory shortages or surpluses and expect timely replenishment or order responses. Furthermore, when the sales of a specific product increase rapidly, sharing that information quickly may help reduce the risk of product shortages. Utilizing automation can lead to improved inventory management accuracy and cost reduction. In this article, we will proceed with integration using Yoom. If you haven't used it yet, please take a look at "First Time Yoom." [What is Yoom] How to Create a Smaregi and Chatwork Integration Flow This time, we will create a flow of "Notify Chatwork when a transaction is registered in Smaregi." Automatic notifications to Chatwork every time a transaction is registered in Smaregi will enable quick information sharing within the team.

The integration flow is broadly divided into the following processes.

・Register Smaregi and Chatwork as My Apps
・Set up a trigger that activates when transaction information is registered in Smaregi
・Set up sending messages in Chatwork
・Testing and verification

Step 1: Integrating Smaregi and Chatwork as My Apps

First, log in to your Yoom account.
If you do not have an account, please create one on the Yoom account creation page.

1. After logging in, click on My Apps and then click on New Connection.

2. You can search by app name in the input field.
This time, search for and register Smaregi and Chatwork respectively.

3. Once registration is complete, a message saying "My Apps have been registered" will appear.
The icons for Smaregi and Chatwork will be displayed, so please check them.

For more information on registering Smaregi as a My App, please refer to the following link.
How to register Smaregi as a My App

For more detailed information about Yoom, please check the Yoom Help Center.

If the following display appears, the template copy was successful.

Step 2: Trigger Settings to Activate When Transaction Information is Registered in Smaregi

1. First, click on "When transaction information is registered (Webhook activation)" at the top.

2. You can set the title freely.
Enter the account information to link with Smaregi.
Select "When transaction information is registered (Webhook activation)" as the trigger.
Once the input is complete, click "Next".

3. Copy the Webhook URL and configure the settings in the management screen.
Once the settings are complete, perform a test and save if there are no issues.

4. Return to the flow.
Next, click on the icon for "Get transaction details".

5. Enter the account information to link with Smaregi.
Select "Get transaction details" as the action.
Once the input is complete, click "Next".

6. Configure each item.
Click on the input field to display the output, and use it as needed.
Once the settings are complete, perform a test and save if there are no issues.

Step 3: Setting to Send Messages in Chatwork

1. Return to the flow.
Next, click on the icon for "Send message".

2. Enter the account information to link with Chatwork.
Select "Send message" as the action.
Once the input is complete, click "Next".

3. Set the room ID and message content.
For information on how to check the Chatwork room ID, refer to here.
Click on the message content input field to display the output obtained earlier. Use it as needed.
Once the input is complete, click "Test" and save if there are no issues.

4. With this, the flow of [Notify Chatwork when a transaction is registered in Smaregi] is complete.

Step 4: Testing and Confirmation

Once the settings are complete, the following screen will be displayed.
Click the "Turn on trigger" button to activate the flow bot.

With Yoom's template, you can easily set up without programming.
Try this convenient flow from the link below.

Other Automation Examples Using Smaregi and Chatwork

There are many other examples of automation using Smaregi and Chatwork on Yoom, so here are a few.

1. This is a flow that notifies Chatwork when entry information is registered in Smaregi.

By using this template, Chatwork is automatically notified every time entry information is registered in Smaregi.
This allows team members to quickly exchange opinions and share information based on the entry information within Chatwork, which is expected to improve the overall productivity of the team.

2. This is a flow that notifies Chatwork when shipment information is registered in Smaregi.
By utilizing this flow, every time new shipment information is registered in Smaregi, a notification will automatically be sent to Chatwork.
This allows you to grasp the shipment status in real-time, enabling you to proceed with necessary actions swiftly.

3. This is a flow to notify Chatwork of the sales information from Smaregi for the previous day on a daily basis.
By using this template, the daily closing information from Smaregi will be automatically notified to Chatwork.
This saves you the trouble of logging into Smaregi to check the information, allowing you to allocate resources to other important tasks.

Summary

By integrating Smaregi with Chatwork, notifications to Chatwork can now be automatically sent every time a transaction is registered in Smaregi.
This facilitates smooth information sharing and enables prompt customer response, which is expected to improve customer satisfaction.
Yoom allows you to easily implement automation without programming skills or knowledge. You can start app integration effortlessly with simple operations by just following the instructions.
Utilize Yoom's templates to automate tasks that were previously time-consuming and aim to improve business productivity.