How to integrate Webflow with @pocket to add items to @pocket when an order is placed in Webflow
How to Integrate Applications
・
2024/10/10
How to integrate Webflow with @pocket to add items to @pocket when an order is placed in Webflow
k.ohshiro
Are there any online store operators struggling with how to manage order information? For example, "I want to centrally manage the information received on Webflow with @pocket, but it takes time to transfer the information," or "There are too many details to input, leading to frequent careless mistakes like spelling errors or conversion errors." By utilizing the automation introduced here, such concerns may be resolved. This article explains how to automatically add order information from Webflow to @pocket. If you're thinking, "I want to automate manual tasks to improve work efficiency!" then please refer to the following steps and try automatic integration with Yoom.
Benefits of Integrating Webflow and @pocket
Benefit 1. Enables Accurate Data Management
By implementing the integration in this article, order information from Webflow is automatically added to @pocket. This eliminates the need for manual data entry, reducing the workload. As the time spent on input tasks decreases, staff can allocate more time to other tasks, potentially leading to increased productivity. Additionally, eliminating manual tasks helps prevent input errors and omissions. "I entered the amount with one digit wrong," "A conversion error resulted in the customer's name being in the wrong kanji," "I forgot to add information to @pocket." Automation reduces the risk of such human errors, allowing for accurate data maintenance.
Benefit 2. Enhanced Data Analysis
@pocket is an excellent service that allows flexible data analysis without coding. By consolidating order information from Webflow into @pocket, you can fully utilize data functions, potentially leading to the discovery of important insights. By effectively using the insights gained from analysis to promote product sales, you can expect an increase in sales. Another benefit is that all team members can quickly grasp the data aggregated and analyzed in @pocket. If there is a delay in data reflection, there may be discrepancies in understanding within the team. Automation helps avoid such discrepancies and facilitates smooth communication.
[What is Yoom]
Integration Flow of Webflow and @pocket
Now, let's introduce how to actually integrate Webflow and @pocket. The flow introduced here is "Add to @pocket when an order occurs on Webflow." The integration flow is as follows.
Set up an app trigger in Webflow
Register record information in @pocket
Yoom provides the above two steps as a template. You can create a flowbot more easily than creating from scratch, so first, click the "Try it" button on the banner below to copy the template! Once the copy is complete, you can operate it from "My Projects" in the sidebar.
Integration of Webflow and @pocket with My Apps
After copying the template, register Webflow and @pocket in Yoom's My Apps as a preliminary step. If you have already registered, please proceed to "Step 1. Setting the App Trigger".
<Procedure>
1. After logging into Yoom, click "My Apps" → "+ New Connection" in order
2. Search for the app name and enter the required information
If Webflow and @pocket are displayed in the My Apps list, the preparation is complete! Let's proceed to the detailed settings right away! If you haven't copied it yet, please copy the Flowbot template from below.
1. Hover over the banner and click "View Details" 2. Click "Try This Template" on the redirected page 3. Register with Yoom * If you have already registered, the login screen will be displayed, so please log in.
Step 1. Set Up App Trigger
First, select the template you copied earlier from "My Projects" in the sidebar.
Next, click the app trigger "When a new order occurs".
On the first page, the pre-linked account information will be displayed, so please check it and if there are no issues, click "Next".
On the next page, set up the connection with Webflow and the API. Select the site ID from the candidates, and if there are no errors in the "Test", click "Next".
On the next page, send a webhook event or execute the trigger event and click "Test".
If there are no issues up to this point, click "Save" to complete the trigger setup.
Step 2. Register Record Information
Next, click "Register Record Information".
On the first page, the account information will be displayed as in Step 1.
If there are no issues, click "Next". On the second page, set up to register the record information. Use the outputted information to input.
In the above image, it is set to register the order ID, but if you want to register other values, select the "+ Add Record Information" button to create a new input box.
Click "Test" and if there are no errors, click "Save".
If a popup like the one below is displayed, all settings are complete. When you turn on the trigger, the flow will be executed.
Flowbot template used this time Add to @pocket when an order occurs in Webflow
Other Automation Examples Using Webflow and @pocket
Yoom offers numerous automation examples utilizing Webflow and @pocket. It is possible to integrate with various apps, so please refer to the representative examples below.
1. Create a Folder in Dropbox When a Client is Registered in @pocket
This template automates the process of creating folders. If you create and manage folders for each client, implementing this integration will save you the trouble of manually creating folders each time.
2. Add to Google Spreadsheet when an order is placed on Webflow
The automation introduced this time was a flow to automatically register with @pocket, but this integration is a flow to register with Google Spreadsheet. It is recommended for those who want to aggregate and analyze order information in Google Spreadsheet.
3. Search for reviews on Google using keywords added to @pocket and update the results in a Google Spreadsheet
This integration was a simple flow for automatic information registration only, but by incorporating flows such as Google searches and AI summarization, more advanced automatic integrations become possible.
Summary
How was it? In this article, we explained the flow of "Adding to @pocket when an order is placed on Webflow". This automation can reduce the workload that was previously done manually. It also seems to help prevent human errors. By reducing input mistakes and omissions, accurate data management can be achieved, leading to improved data analysis accuracy. As a result, you might discover important insights that can be used to promote product sales.
As we set up this time, Yoom allows you to easily configure integrations without programming knowledge. If you want to try Yoom, please register for free from here!
The person who wrote this article
k.ohshiro
I've been working for SaaS companies as a customer success since I was a student.
I was working using multiple cloud services, and there were times when I thought it would be convenient if services could be linked more easily with each other.
Since apps can be linked without code with Yoom, anyone can easily set it up.
I would like to be able to convey the appeal of Yoom in an easy-to-understand manner and contribute to improving everyone's work efficiency!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.