How to Integrate Applications

2024/10/07

How to integrate Brushup with Google Sheets to add new items registered in Brushup to Google Sheets

r.suzuki

In today's business environment, where digitalization is advancing, building efficient business processes is a crucial factor in enhancing a company's competitiveness.
Many companies utilize different tools and apps, and by integrating them effectively, it is expected that business efficiency can be further improved.
This time, we will introduce a flow where information is automatically added to Google Sheets when a new item is registered in Brushup.
This integration is expected to save time and improve data accuracy, leading to improved operational efficiency in marketing and sales departments.
We will also explain how to set up the integration without programming knowledge, so please refer to this blog.

Benefits of Integrating Brushup with Google Sheets

1. Time Savings

By eliminating the need for manual data entry, team members can focus more on important tasks.
Automation allows for quick information transfer, saving time and improving operational efficiency.
For example, when a project team registers a new task using Brushup, manually entering it into Google Sheets requires checking detailed information and avoiding errors, which can be time-consuming.
With automation, team members can reduce the time spent on task registration and allocate time to other project planning or client interactions.

2. Maintain Accurate Data

By using an automated flow, information is directly transferred from Brushup to Google Sheets, preventing manual input errors.
This is expected to improve data accuracy and increase the reliability of information.
For example, in reports submitted to clients or progress checks on tasks, decisions can be made based on accurate data, increasing the likelihood of project success.

[What is Yoom]

How to Create the Integration Flow Between Brushup and Google Sheets

First, please access the official Yoom website and create an account.
If you already have an account, please log in.
Yoom Account Issuance Page

Step 1: Connect Brushup and Google Sheets to My Apps

1) After logging into your Yoom account, register the apps you will use.
Click "My Apps" and select "New Connection."


2) Select the app you want to register and log in with the account you use for each app.
Once the first app is registered, click "New Connection" again to register the second app.

3) Once registered, icons will appear in My Apps.
Check if the icons for the two registered apps are displayed.

Step 2: Select and Copy the Template

This time, we will create a flow called [Add to Google Sheets when a new item is registered in Brushup].
When a new item is registered in Brushup, it can be automatically added to Google Sheets, reducing manual work.
By automating the addition to Google Sheets, it also helps prevent human errors such as incorrect entries or omissions.
Additionally, since Brushup items can be viewed in a list from Google Sheets, it facilitates smooth information sharing within the team and is expected to improve the efficiency of the entire business process.

0) This flow is to add information from Brushup to Google Sheets, so you need to create a Google Sheet corresponding to the information from Brushup in advance.
The output information that can be obtained from Brushup is as follows.
Please refer to the image, create the necessary items, and prepare the records.

1) Open the above template and click on the "Try this template" icon.

2) The following display will appear.

Click on the icons with "!" displayed on the right in order and set up the operations.
The title and details can be edited by clicking, so please change them as needed.


Step 3: Set the Trigger


Click on "App Trigger: When a new title is registered or updated".

Step 4: Set the Action

1) Select the action "When a new title is registered or updated" and click "Next".

2) Select the trigger activation interval and enter the project ID.
Once the input is complete, click "Test" and after a successful test, click "Save".
*The activation interval varies depending on the subscription plan.
Please refer here for details of each plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)


Step 5: Set the Action

1) Return to the flow and click on the "Operate the database: Add a record" icon.


2) Select the action "Add a record" and enter the database linkage items.
If the spreadsheet ID and spreadsheet tab name are registered in the app, you can select and enter them from the candidates.
Enter the table range for the target range.
Once the input is complete, click "Next".


3) Enter the values for the record to be added.
If the app is linked, you can use the output information from Brushup to enter.
Select from the candidates as needed, and once the input is complete, click "Save".

 This completes the flow of 【Adding a new item registered in Brushup to Google Sheets】.

Step 6: Test and Verify

 Once the setup is complete, the following display will appear, so click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

The template used this time is here

Other Automation Examples Using Brushup and Google Sheets

We also have automation templates using Webflow and kintone available on Yoom, which we would like to introduce.
Please utilize the templates according to your needs.

1. Notify Google Chat When an Item is Registered in Brushup
This template allows you to automatically notify Google Chat every time an item is registered in Brushup by integrating Brushup with Google Chat.
The content to be notified in Google Chat can be set by referencing information from Brushup, which is expected to prevent any omissions or leaks in information management.

2. Register task information registered in Brushup to Garoon's calendar
By automatically registering task information created in Brushup to Garoon, it is expected to prevent mistakes and omissions due to manual input.
Additionally, by automating routine tasks, the entire team can focus on problem-solving rather than just working, leading to improved operational efficiency.

3. Send an email with Outlook when a row is added in Google Sheets
When information is added to Google Sheets, send an email with Outlook quoting the content to facilitate smooth information sharing.
Additionally, sending an email with the quoted content ensures the accuracy of the shared information.

Summary

In this blog, we explained the flow of automatically adding information to Google Sheets when a new item is registered in Brushup.
By integrating Brushup with Google Sheets, you can expect improved efficiency and accuracy in data management.
Additionally, leveraging these benefits can allow you to allocate more time to more important tasks and make correct decisions.
Furthermore, with Yoom, you can easily attempt app integration without the need for programming knowledge.

Please use this blog as a reference to improve your work efficiency!

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.
Tags
Integration
Automation
Brushup
Google Sheets
Automatic
App integration
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