BubbleとOutlookの連携イメージ
How to Integrate Applications

2024/11/26

How to integrate Bubble with Outlook to notify Outlook of Thing creation in Bubble

s.kumagai

Bubble is a convenient tool that allows you to create advanced web applications without technical knowledge. Many people find that sharing new Things within their organization takes time. This article introduces a method to receive notifications in Outlook when a Thing is created in Bubble. By integrating Bubble with Outlook, you can automate tasks that were previously done manually. This can lead to quicker responses and reduced errors, making your work more efficient. Recommended for: - Sales and customer support teams aiming for quick responses and accurate data management. - Small business owners looking to automate workflows through Bubble and Outlook integration. - Staff responsible for manual data entry and notification checks who want to reduce errors. Benefits and Examples of Bubble and Outlook Integration: Benefit 1: Enhanced Quick Response to Tasks Understanding the progress of tasks in real-time is crucial, especially in customer service and order management. For example, when customer information or new orders are created as "Things" in Bubble, and notifications are instantly sent to Outlook, staff can act quickly. Previously, manual system checks could lead to missed notifications, but with automated notifications, you can prevent delays and handle tasks promptly. This results in improved efficiency and customer satisfaction. Benefit 2: Reduced Errors and Improved Accuracy Manual data entry and notification checks can lead to human errors. By integrating Bubble with Outlook, email notifications are automatically sent when a "Thing" is created, preventing information leaks and missed confirmations. For instance, when new client information is added to a sales management system, notifications allow staff to take immediate action based on that information. This enhances the accuracy of tasks and helps prevent data errors and delays. Benefit 3: Transparent Workflow and Simplified Management Automating workflows and integrating Bubble with Outlook enhances process transparency. For example, when a new task is added in project management, you can receive notifications instantly. This allows staff to understand the status of ongoing tasks and projects in real-time, making progress management smoother. Compared to manual management, the clarity of work status improves, making it easier for supervisors and managers to grasp overall progress. Monitoring tasks becomes simpler, potentially reducing unnecessary checks and confirmations. [Yoomとは] How to Create a Bubble and Outlook Integration Flow This process is divided into four main steps: Step 1: Integrate Bubble and Outlook with My Apps Step 2: Copy the Template Step 3: Set the Trigger for Thing Creation in Bubble and Notification Settings in Outlook Step 4: Turn on the Trigger and Confirm Automatic Integration We will use the following template for this process.

By using templates, you can automate integrations intuitively without programming knowledge.

Step 1: Connect Bubble and Outlook to My Apps

First, let's connect the apps we will use this time to My Apps.
By registering them in My Apps first, you can work smoothly.

First, connect Bubble to My Apps.

Log in to Yoom and click "My Apps" → "New Connection" on the left side of the screen.

Enter Bubble in the search window and click the displayed suggestion.

When a screen like the image below is displayed, enter the required information and click the "Add" button.

Return to the My Apps screen and confirm that Bubble has been added.

Next, move on to connecting Outlook to My Apps.

Next, register Gmail to My Apps.
As before, click "New Connection".

A search window will be displayed, enter Outlook and click the displayed item.

When you move to the Microsoft 365 login screen, select the account you want to connect.

Enter the required information and sign in.

Return to the My Apps screen and if Outlook is displayed, the connection is complete.

Step 2: Copy the Template

Copy the template we will use this time. Click the "Try this template" icon below.

Once the copy is complete, the following screen will be displayed. Click "OK".

Step 3: Set the Trigger for Creating a Thing in Bubble and Notification to Outlook


Now, let's move on to operating Yoom's Flowbot. Click "When a Thing is created" within the red frame.

The following screen will be displayed, so check if it matches the linked Bubble account.
If there are no discrepancies, click "Next".

The API connection settings for the app trigger will be displayed, so follow the instructions and enter the necessary information.
Click "Test", and if "Test Successful" is displayed, click "Save" to return to the Flowbot screen.

Next, configure the Outlook settings.

Click within the red frame in the image below.

The email settings screen will be displayed, so check if the Outlook account is correct.

Scroll down to set the content of the email that will actually be sent to Outlook.
Once the content is set, click "Next".


Click "Test", and if "Test Successful" is displayed, click "Save".

This completes the app settings.

Step 4: Turn ON the Trigger and Confirm Automatic Integration

Click "Turn ON Trigger" in the red frame on the screen below to automatically start the Flowbot.

Here is the template used this time

Other Automation Examples Using Bubble and Outlook

Here are some other templates using Bubble and Outlook.

① Registering Responses from Google Forms into Bubble

This flow registers responses from Google Forms into Bubble. By utilizing this template, you can automatically create a Thing in Bubble from the responses in Google Forms. Automatic data reflection enables smooth information sharing and quick follow-up. Automatic synchronization is also expected to prevent input errors and registration omissions.

② Notify Microsoft Teams when a Thing is created in Bubble

This is a flow to notify Microsoft Teams when a Thing is created in Bubble. By implementing this flow, a notification is automatically sent to Microsoft Teams whenever a Thing is created in Bubble, allowing team members to immediately become aware of the creation and enabling prompt responses and feedback. By freeing developers from manual notification tasks, they can focus on their core responsibilities, thereby improving productivity.

③ Create a Zoom meeting when a lead is registered in Salesforce and send the meeting information to the client via Outlook

This flow involves creating a Zoom meeting when a lead is registered in Salesforce and sending the meeting information to the client via Outlook. By utilizing this flow, you can automatically complete a series of tasks, significantly reducing manual work. The time previously spent on manual tasks can be allocated to preparing for meetings, allowing for thorough preparation before the meeting and potentially improving productivity.

Summary

This time, we introduced how to integrate Bubble with Outlook and other related templates. By integrating Bubble with Outlook, you can achieve greater efficiency and accuracy in your work. Automating tasks that were previously done manually allows for quicker responses and reduces errors. This is particularly effective in customer service and data management. You can also expect improved transparency and simplified management of your workflow, so please try this integration. Additionally, at Yoom, you can use many automation templates that require no coding.

You can register for free here. Please feel free to try it out!

The person who wrote this article
s.kumagai
I worked for a web marketing company as customer support for about 3 years. I spent time managing customer information and internal data, and when I was worried, I came across Yoom. I have a strong feeling every day that I wish I could come across Yoom sooner, which is easy to use even without programming knowledge... I hope it will help those who have similar problems with improving work efficiency!
Tags
Bubble
Outlook
Automatic
Automation
Integration
App integration
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