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

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■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.

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

When the opportunity status in Salesforce becomes "Closed Won," this flow creates a warehouse entry request in OpenLogi. It helps prevent transcription errors and delays in request creation. By shortening the lead time until warehouse entry, it is expected to improve customer satisfaction through more efficient product shipping.

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When the status is updated in kintone, create a warehouse request in OpenLogi.

When the status is updated in kintone, this flow creates a warehouse entry request in OpenLogi. By using the kintone status as a starting point, it becomes easier to manage the creation information of warehouse entry requests, preventing duplication of work and omissions in creating entry requests.

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When the status is updated in kintone, create a shipping request in OpenLogi.

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When a product is updated in kintone, update the product information in OpenLogi.

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When a product is registered in kintone, add the product information to OpenLogi.

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About the Apps You Use

OpenLogi

Yoom allows you to integrate with OpenLogi's API without any coding, enabling the automation of various tasks. For example, you can automatically register product information from other services into OpenLogi, or coordinate with other systems to register inbound or outbound requests with OpenLogi.

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With Yoom, you can utilize Salesforce's API without any coding. For example, you can retrieve information from Salesforce via the API and integrate it with other SaaS or create documents. Additionally, you can synchronize Salesforce lead information and deal information with Yoom's database for various purposes.

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