When the opportunity status in Salesforce becomes "Closed Won," create an inbound request in OpenLogi.

■Overview

This is a flow that creates a warehouse entry request in OpenLogi when the opportunity status in Salesforce becomes "Order Received".

With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between applications.

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‍■Recommended for

• Those who manage sales with Salesforce and want to streamline the preparation for product shipment by integrating with OpenLogi
• Those who want to consistently manage the business process after receiving an order
• Those who aim to improve customer satisfaction by shortening the lead time from order receipt to warehouse entry
• Those who want to prevent errors and delays in warehouse entry requests after receiving orders and maintain operational accuracy

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■Benefits of using this template

If you outsource your product shipping operations, manually creating warehouse entry requests every time an order is confirmed is inefficient.

By implementing this flow, when an opportunity registered in Salesforce switches to the order phase, a warehouse entry request in OpenLogi is automatically created.

This eliminates the need to manually input product information, preventing transcription errors and delays in request creation.

By shortening the lead time to warehouse entry, you can expect improved customer satisfaction through more efficient product shipping.