チャネルトークとChatworkの連携イメージ
How to Integrate Applications

2024/12/02

How to integrate Channel Talk with Chatwork and receive notifications in Chatwork when a chat is initiated in Channel Talk

s.kumagai

Some companies manage the content entered in Channel Talk using other tools. In such cases, manual input can lead to errors and time consumption, causing various issues. By integrating Channel Talk with Chatwork, you can set up a system where notifications are automatically sent to Chatwork when a chat is initiated by a customer. This automation can improve operational efficiency and speed up customer response.

Please read to the end!

Recommended for

  • Companies using Channel Talk and Chatwork looking to strengthen team collaboration
  • Customer support personnel aiming to make customer interactions involving multiple departments more efficient
  • IT personnel at companies looking to improve work speed by implementing chat notification automation
  • Those who want to introduce a system where multiple staff members can quickly collaborate to improve the quality of customer support
  • Business owners aiming to maximize operational efficiency by ensuring rapid response to customer inquiries

Benefits and Examples of Integrating Channel Talk and Chatwork

Benefit 1: Enhanced Team Collaboration

Receiving chat notifications in Chatwork facilitates smooth collaboration between different departments and team members. For example, when a customer support representative receives a question from a customer, the content is automatically notified to the relevant departments (such as sales or product development), providing the necessary information immediately. This promotes information sharing between departments, reduces misunderstandings and errors, and enables more efficient customer support. This notification feature is particularly advantageous in projects involving multiple departments or situations requiring specialized responses.

Benefit 2: Improved Response Quality

Utilizing chat notifications allows multiple support representatives to access the same issue in real-time and provide optimal responses. For instance, the representative who receives the chat can start responding immediately, and other representatives can add relevant information later, enabling collaborative efforts. This immediate information transmission allows for quick and high-quality responses to complex issues. Additionally, other representatives can contribute to problem-solving based on response history, improving response quality and leading to more accurate solutions for customers.

Benefit 3: Increased Operational Efficiency

By implementing a system where notifications are sent to Chatwork when a chat is initiated in Channel Talk, representatives can receive customer inquiries in real-time. This reduces missed responses and delays, enabling prompt responses. For example, even in the case of urgent inquiries from customers, representatives can immediately check Chatwork and start responding, enhancing customer satisfaction. As the speed of operations increases, the number of cases handled per representative is expected to rise, allowing for more efficient handling of tasks.

[About Yoom]

How to Notify Chatwork When a Chat is Initiated in Channel Talk

This time, we will introduce how to set up the following template: "Notify Chatwork when a chat is initiated in Channel Talk."

The integration flow is broadly divided into four processes. - Register Channel Talk and Chatwork as My Apps - Copy the template - Set the trigger for Channel Talk, which serves as the starting point of the flow, and configure the notification settings for Chatwork - Turn on the trigger to verify the automation integration If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in. Step 1: Integrate Channel Talk and Chatwork with My Apps Register Channel Talk and Chatwork as My Apps. Completing the My App registration first will allow you to proceed smoothly with the automation settings. First, register Channel Talk as a My App. Open Yoom, click on My Apps on the left side of the screen, and then click "New Connection" on the right side. Enter Channel Talk in the search window and click on the Channel Talk that appears as a candidate. A screen like the one in the image below will be displayed. Follow the instructions and enter the required information. Once the input is complete, click "Add" within the red frame in the image below. Next, register Chatwork as a My App. As with the Channel Talk registration, click "My Apps" → "New Connection" on the left side of the Yoom screen. Search for Chatwork by "App Name" or find it from the app list. When the following screen is displayed, click "Allow" in the red frame. Once the integration is complete, you will return to the My Apps screen, and Chatwork will be displayed. This completes the My App registration for Channel Talk and Chatwork, which will be used this time. Step 2: Copy the template To set up the automation, click "Try it" on the banner below.

Read the following screen display and click "OK".
If changes are needed, you can click on the relevant section to make changes.

Step 3: Set the trigger to activate when a new customer chat is created

Click within the red frame in the image below.

The screen shown in the image below will appear. Check to ensure that the "Account Information to Integrate with Channel Talk" indicated by the red arrow is the correct Channel Talk account for integration.
Once confirmed, click "Next".

The screen shown in the image below will appear.
Refer to the annotations to set the name and access key for the Webhook, and conduct a test.

Create a new sample customer chat in the integrated Channel Talk and click Test.
If the output is correctly obtained, click "Save".

Next, we will configure the Chatwork notification settings.
Click within the red frame.


A screen to select the integrated account and action will appear.
Ensure that the Chatwork account for integration is correct, and click "Next".

Next, the API connection settings screen will appear.

Enter the details as instructed.

  • It is possible to send messages to a specific room.
  • By writing [To:{Account ID}], you can add a mention.
  • For information on how to obtain the Account ID, please refer to this article.

Click on the message content section to display "Output" at the bottom of the screen.
You can enter details such as the date and time of the day and time stamp information.

In the screen below, as a reference, the "Customer Name" and "Message Content" are set to be notified.

Once the input is complete, click "Test",
and if "Test Successful" is confirmed, click "Save".

Step 4: Test

When you click "Save" above, the screen shown in the image below will appear.
Finally, click "Turn ON Trigger" to complete the automation settings.
Check to ensure the flow bot starts correctly.

Here is the template used this time.

Other Automation Examples Using Channel Talk and Chatwork

① Add Ticket Information to Jooto When a Chat Starts in Channel Talk

This flow adds ticket information to Jooto when a chat starts in Channel Talk. It is recommended for those who want to improve customer support efficiency through the integration of Channel Talk and Jooto, and for those who want to visualize customer support status to enhance overall team efficiency.

② Notify Chatwork of Zoom Meeting Information Daily

This flow notifies Chatwork of Zoom meeting information daily. It is recommended for companies using Zoom as their cloud meeting tool. By using this template, Zoom meeting information is automatically retrieved at a set time every day and can be checked in Chatwork. By easily understanding the meeting schedule, preparation becomes easier, and you can confidently attend meetings. As a result, you can expect an increase in deal closing rates and customer satisfaction.

③ Notify Chatwork when an order slip is created in LOGILESS

This flow notifies Chatwork when an order slip is created in LOGILESS. It is recommended for those who want to smoothly proceed with post-order processing by quickly sharing order information. By using this template, you can connect LOGILESS and Chatwork, which allows you to quickly grasp the status of order slip creation and expect a prompt response to orders.

Summary

The integration of Channel Talk and Chatwork enhances the speed and quality of customer support, significantly improving operational efficiency. This effect is particularly noticeable in projects involving multiple departments or situations requiring quick responses. It can be easily implemented without any coding, making it accessible for non-engineers to start using effortlessly.

Experience the boost in operational efficiency by automating notifications through integration with Yoom!

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
Channel Talk
Chatwork
Automatic
Automation
Integration
Notification
App integration
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