When a transaction is registered in Smaregi, notify Chatwork.

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■Overview

This is a flow that notifies Chatwork when a transaction is registered in Smaregi.

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■Recommended for‍

1. Those who use Smaregi for business

・Those who manage information related to transactions

・Those who utilize it for data analysis

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2. Those who use Chatwork as their main communication tool

・Those who use it as a means of communication within the team

・Those who utilize it for information sharing

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■Benefits of using this template

Smaregi is a tool that allows smooth business operations by visualizing information related to transactions.
However, manually sharing with the team every time a transaction is registered in Smaregi can lead to significant time loss in the long run.

By utilizing this flow, notifications to Chatwork are automatically made every time a transaction is registered in Smaregi, quickly completing information sharing within the team.
By completing information sharing swiftly, you can start customer service operations earlier, leading to improved customer satisfaction.
Additionally, since you can quote the contents of the registered transaction for notifications, there are no information transmission errors due to manual input, ensuring smooth business operations.

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■Notes‍

・Please integrate both Smaregi and Chatwork with Yoom.

・For the method of integrating Smaregi with My Apps, please refer to here.

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About the Apps You Use

Smaregi

Yoom allows you to utilize the Smaregi API without any coding. You can integrate Smaregi with other SaaS or notify daily closing information from Smaregi to Slack or Chatwork. Additionally, you can sync Smaregi information to Yoom's database for various purposes.

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Smaregi

Templates using

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Chatwork

Yoom allows you to integrate with Chatwork's API without any coding, enabling the automation of various tasks. You can automatically send messages and files to Chatwork or add tasks to specific rooms. Additionally, it is possible to link information from various SaaS platforms such as kintone, Salesforce, and CloudSign to Chatwork.

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