Integrate TimeRex with Sasuke to automatically update customer information in Sasuke when a schedule is changed in TimeRex.

Step 1: Register TimeRex and Sasuke as My Apps

Please register TimeRex and Sasuke as My Apps to connect them to Yoom.
By completing the My App registration in advance, the automation setup will proceed smoothly.

Start with the My App registration for TimeRex.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for TimeRex using "Search by App Name" or find it from the app list.

The following screen will be displayed, so make the settings within the red frame.

Next, register Sasuke as a My App.
Search for Sasuke in the search field or find it from the list as before.
Once the following screen is displayed, set the "Account Name".

Move to the Sasuke screen and click "Top Left Mark" → "Sasuke API" in order.
When the token management is displayed as shown below, check the "API Key" and obtain the access token by clicking "New Registration" on the right.
After obtaining it, return to the Yoom screen and set the "Access Token" and "API Key".

If TimeRex and Sasuke are displayed on the My Apps screen, the registration is complete.

Step 2: Copy the Template

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

Read the following screen display and click "OK".

The following screen will be displayed, so please check the "Title" and "Description".
If you want to make changes, click on the relevant part to modify it.
First, to set up TimeRex, click "When Webhook is received".

Step 3: TimeRex Trigger Settings as the Starting Point of the Flow and Subsequent Sasuke Operation Settings

When the following screen is displayed, check the settings.

• "Title" → Can be changed as desired
• "Account Information Linked with TimeRex" → Check for accuracy
• "Trigger Action" → When Webhook is received
  

The following screen will be displayed, so click the red frame to copy the Webhook URL.
Set it up in the TimeRex management screen as per the instructions.
After setting, send a Webhook event or execute the trigger event and click "Test".

Next, set up branching for when a reservation is canceled (event_cancelled) in TimeRex and when it is not, by clicking "Command Operation".
*Branching is a feature (operation) available in some paid plans.
For other plans, the operation of the flowbot being set will result in an error, so be careful.
Paid plans offer a 2-week free trial.
During the free trial, you can use restricted apps and AI features (operations), so give it a try.

When the following screen is displayed, check the settings.

• "Title" → Can be changed as desired

Output for Branching

• "Operation" → When Webhook event is received
• "Output" → Webhook Type

Branching Conditions

• "Webhook Type", "Equal to", "event_cancelled"

After setting, click "Save".

Next, set up a search for customer information based on keyword matching in Sasuke by clicking "Search Customer Information".
When the following screen is displayed, check the settings.

• "Title" → Can be changed as desired
• "Account Information Linked with Sasuke" → Check for accuracy
• "Action" → Search Customer Information
  

Check the following precautions.

Scroll and set the "Search Keyword" as per the instructions.
Select from the output of TimeRex.
The output will be displayed by clicking the arrow within the red frame.
After setting, click "Test" → "Test Successful" → "Save".

Next, to set up modifying customer information in Sasuke, click "Modify Customer Information".
When the following screen is displayed, check the settings.

• "Title" → Can be changed as desired
• "Account Information Linked with Sasuke" → Check for accuracy
• "Action" → Modify Customer Information
  

The following screen will be displayed, so set the "Customer Number".
Select "Customer Number" from the output of "Search Customer Information".

Scroll and set the "Item Key" as per the instructions.

Next, set the "Item Name" and "Value".
This time, we will set it up with the assumption of updating the cancellation reason in TimeRex to Sasuke.

• "Item Name" → Set as desired
• "Value" → Cancellation Reason
  Use the output from TimeRex to set it up.
  *When a schedule is canceled in TimeRex, if you need to reschedule or consider the next approach, check the explanation in the "Value" section and enter a fixed value.

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

Step 4: Turn ON the Trigger Button and Check the Integration Operation between TimeRex and Sasuke

Finally, click "Turn ON Trigger" to complete the automation setup.
Check if the flowbot is operating correctly.

Here is the template used this time.

Other Examples of Automation Using TimeRex and Sasuke

There are many other examples of automation using TimeRex and Sasuke available at Yoom, so here are a few introductions.

1. This is a flow where customer information is automatically registered in Sasuke using the response details when a schedule is registered in TimeRex.
‍By automatically registering customer information in Sasuke from the schedule information registered in TimeRex, you can simplify the registration process.
This automation is recommended for those who want to link TimeRex schedules with Sasuke customer information.

2. This is a flow that automatically notifies Slack when a schedule is registered in TimeRex.
‍ It is recommended for those who find manual schedule sharing cumbersome.
TimeRex schedules are shared in real-time, preventing double bookings.

3. This is a flow that automatically adds scheduled appointments from TimeRex to Microsoft Excel.
By adding appointments registered in TimeRex to Microsoft Excel, it becomes easier to manage schedules.
This eliminates the hassle of manually transferring schedule information and reduces the burden on the person in charge.

Summary

We introduced an automation that updates customer information in Sasuke when schedules in TimeRex are changed.
This eliminates the need for manual updates based on customer information, preventing omissions and errors in advance.
Additionally, the time spent on this task is reduced, allowing staff to focus on their primary duties.
Furthermore, as soon as schedules in TimeRex are changed, customer information in Sasuke can be updated immediately, preventing delays in updates.

Please make use of Yoom's templates to smoothly manage customer information.