[Board API] A Comprehensive Guide to Integration Methods with Various Apps and Use Cases.
Automation Ideas
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2024/11/13
[Board API] A Comprehensive Guide to Integration Methods with Various Apps and Use Cases.
r.suzuki
What You Can Do with the Board API
By using the board API, you can automatically create and update new projects and tasks on the board. This allows you to add tasks directly in combination with external application APIs, enabling quick task management. Additionally, you can change the progress of tasks and projects on the board via the API, which is expected to streamline progress tracking. For example, you can automate the synchronization of tasks marked as completed on the board with external applications.
Furthermore, you can assign responsible persons to each task or project and add or remove specific members. This clarifies the division of roles within the team and is expected to facilitate smooth communication.
You can also set important notifications such as task updates and deadline reminders with the board API and external application APIs and send them to other applications. For instance, the accounting department can use the API to automatically send notifications to chat tools when the deadline for invoice processing tasks approaches. This ensures that responsible persons can respond without missing important deadlines and inform the team of project progress in a timely manner. By using the board API, you can integrate with other business applications and expect improved efficiency in project management.
How to Use the Board API
This time, we will use a service called Yoom to utilize the board without code.
[What is Yoom]
First, please access the official Yoom website and create an account. If you have already registered an account, please log in. Yoom Account Issuance Page
How to Connect the Board with Yoom
0) Preparation To register your board's My App, you need to obtain an access token (API token). Please log in to the board in advance and obtain it.
1) Once logged into your Yoom account, register the app you will use. Click "My Apps" and select "New Connection".
2) A list of apps that can be connected with Yoom will be displayed, and you will search for "board" to use this time from the search window at the top.
Once you can select the board, enter the account name and the access token obtained during preparation, and click "Add".
3) Once registered, an icon will be displayed in My Apps. Check if the icon of the registered app is displayed.
Now you can use the board API from Yoom!
Master the Board API Using Yoom Templates!
Yoom offers many flowbot templates, allowing you to easily use various flowbots with just a click. Details about flowbots are introduced in the video below.
From here, we will introduce the templates that are actually prepared for each recommended job type and usage scene.
Examples of Automation Achievable with the Board API
Yoom allows integration with various services, and templates corresponding to each service are also available. Utilize templates that can be linked with the services you usually use to automate the board!
1. Update When Status Is Updated
By utilizing the board API and external application APIs, you can update the board's status based on the status update of external applications. Since updates can be made based on information from external applications, it is expected to improve the accuracy of information, reduce the time for status change tasks, and improve work efficiency. For example, when the sales department updates the progress of a deal to "Closed" in Notion, the project management tool's case status can also be automatically changed to "Completed" through the board API. Sales assistants and management departments can quickly grasp the latest contract status and proceed with smooth procedures.
2. Register when information is registered
By using the board API and external application API, it is possible to register information on the board when information is registered in an external application. This reduces the effort of regularly checking the application and ensures accurate registration by utilizing information from external applications. For example, when the customer support department registers new customer information in kintone, the same customer information is automatically registered in the project management tool using the board API. This allows the sales department and support staff to quickly share the latest customer information, facilitating smooth inquiry responses and follow-ups.
Conversely, when information is registered on the board, it is also possible to register information to external applications via the board API. For example, when the Sales Planning Department registers a new project on the board, a record of the same project can be automatically added to Microsoft Excel through the board API. This allows the Accounting Department to quickly grasp the latest project information, ensuring that the data necessary for sales planning and billing processes is reflected, thereby improving operational efficiency.
3. Notify When a New Project is Registered
By using the board API and the chat app API, it becomes possible to notify the chat app when a new project is registered on the board. Automatically notifying the team upon registration completion prevents human errors such as missed notifications, allowing the person in charge to respond without missing important deadlines, thus improving work efficiency. For example, when the HR department receives responses from the recruitment form, it can automatically issue an employment contract and notify the person in charge via Slack. This accelerates the process from contract creation to notifying the person in charge, leading to improved efficiency in HR operations.
Recommended Users for the Board API
・Those managing projects with the board ・Those who want to maintain data integrity while managing centrally ・Those who want to efficiently manage progress ・Those who want to reduce manual tasks and improve work efficiency
Summary
We introduced the integration methods of the board API and app, as well as actual use cases. By combining with external application APIs, the status of projects on the board can be automatically updated from the status updates of external applications. This leads to accurate data management and is expected to reduce working hours. Additionally, when information is registered, it can be automatically recorded in other tools through the board API, saving effort. Furthermore, when new projects are registered, notifications are automatically sent, preventing human error and speeding up operations.
By utilizing the board API for automation, you can expect improvements in project management, data integrity maintenance, progress management efficiency, and reduction of manual tasks. We encourage you to use the board API to enhance the efficiency of your daily operations!
Moreover, with Yoom, you can easily implement the board API without programming knowledge. Leverage Yoom's abundant templates to achieve efficient business improvements!
The person who wrote this article
r.suzuki
I came across Yoom when I was searching for ways to improve work efficiency on a daily basis at a small and medium-sized enterprise in a region where human resources are limited.
I was casually thinking that it would be nice if this were the case, and by introducing Yoom, we can make it so much more efficient! I'm moved.
Even though I have no knowledge or experience with systems or programming, my work has changed drastically, so I'm writing that I hope I can share it with many people who feel the same way.
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.
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