Chat PlusとGitHubの連携イメージ
How to Integrate Applications

2024/11/27

How to integrate Chat Plus with GitHub and automatically add Chat Plus ticket information as tickets in GitHub, along with the benefits

s.miyamoto

Are you spending too much time creating and managing tasks and tickets based on customer interaction data? By integrating Chat Plus with GitHub, you can automatically manage ticket data, reducing manual work and speeding up your operations. It's easy to implement even without programming knowledge. Please read until the end. Recommended for: - Project managers aiming to improve daily task management and customer interaction efficiency using Chat Plus and GitHub. - Leaders of customer support departments who want to quickly and accurately share customer inquiries with their team. - Engineering teams considering using GitHub as a task management tool to centralize information and improve transparency. - Quality management departments that want to continuously improve customer interaction quality by utilizing ticket data. Benefits and Examples of Integrating Chat Plus and GitHub Benefit 1: Reduction of Human Errors For example, it prevents record omissions and input errors that occur when manually transcribing information created in tickets to GitHub. By integrating Chat Plus and GitHub, information is automatically added when creating tickets, eliminating the need for manual transcription and reducing the risk of errors. This mechanism shortens the time required for ticket creation and allows for faster responses. Benefit 2: Transparency of Progress Information received in Chat Plus is automatically reflected in GitHub, making it easier for the entire team to understand the task status. Since the progress and person in charge of tasks are visible at a glance, it is expected to reduce the time for reporting and organizing. Task visualization makes it easier to determine priorities, allowing for smooth and appropriate resource allocation. Benefit 3: Efficient History Management All customer requests and inquiry information are recorded in GitHub, making it easy to accumulate response history. The accumulated history can be used for analysis, helping to understand inquiry trends and issues, and leading to service improvement. By utilizing records, it becomes easier to compare past and current responses and confirm consistency in quality. [Yoomとは]

How to Create a Chat Plus and GitHub Integration Flow

From here, we will explain the steps for app integration.
The general flow is as follows:
・Integrate Chat Plus and GitHub into My Apps
・Copy the template
・Set triggers in Chat Plus and actions in GitHub
・Set the trigger to ON and complete the preparation for flow operation
If you are already registered with Yoom, log in. If not, please register for free and then proceed with the setup.

Step 1: Integrate Chat Plus and GitHub into My Apps

First, integrate Chat Plus and GitHub into My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the setup from "+New Connection".

Search for Chat Plus and click on it.‍

Set the account name and access token.
Enter any name for the "Account Name". (Example: Management Account)
For the "Access Token", enter the API token issued on this page.

※The image shows the screen after issuing the API token.

To issue an API token, first access here and log in with your account.
Then, on the API token issuance screen, set the "Password" and click "Issue API Token".
After that, the API token will be displayed in red, so copy and enter it.
After entering the account name and access token, click "Add" to complete the Chat Plus My Apps integration.

Next, search for GitHub and click on it.

The sign-in page will be displayed, so sign in with your account.

An authentication code will be sent to your registered email address.
Enter the authentication code and click "Verify" or "Confirm".
This completes the Chat Plus and GitHub My Apps integration.

Next, proceed with the setup using the flow bot template.
Log in to Yoom and click "Try it" on the banner below.

A message saying "Template has been copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Set the Trigger

Next, set the trigger for Chat Plus.
Click "When a ticket is created".

Edit the title as desired and check the account information.
Ensure the correct account is selected under "Account information to link with Chat Plus".
You can edit the "Title" as desired, but do not change the "Trigger Action", and click "Next".

Next, set up the Webhook.
Copy the Webhook URL displayed on the screen and set it in Chat Plus.
Detailed setup instructions are explained here.
Once the Webhook setup is complete, create a new ticket for testing and click "Test".

If the ticket data is displayed in the output, the test is successful.
If there are no issues, click "Save".

Step 3: Set the Action

Next, set the action for GitHub.
Click "Create Issue".

As before, edit the title as desired and check the account information, then proceed by clicking "Next" without changing the action.

Next, configure the connection details.
Set the items marked with "※ Required".
Clicking on the "Title" field will display suggestions, allowing you to reference information obtained from Chat Plus.

Set other items as desired.
After setting, click "Test".

If the information of the new Issue is displayed in the output, the test is successful.

Click "Turn on Trigger" to complete the preparation for flow operation.
Now, when a ticket is created in Chat Plus, it will be automatically added to GitHub.

Other Automation Examples Using Chat Plus

1. Streamlining Task Management with Asana

Chat Plus ticket information is automatically registered in Asana, supporting smooth task management within the team.
This allows for easy understanding of project progress and priorities, and is expected to strengthen collaboration among team members.

2. Achieve Visual Task Organization with Trello

Chat Plus ticket information is automatically added to Trello, allowing you to manage tasks visually on the board.
This feature simplifies ticket organization and makes it easy for the entire team to share task progress.

3. Streamline Task Management and Progress Tracking with Backlog

By automatically registering Chat Plus ticket information in Backlog, the effort of task creation is reduced, supporting project progress.
Tasks and deadlines are clearly organized, making it easier for the entire team to understand the situation and simplifying the prioritization of work.

Summary

By integrating Chat Plus with GitHub, you can achieve more efficient task management and reduce errors.
Automation helps to alleviate the burden of manual work, which can lead to improved productivity for the entire team.

This integration can be easily implemented without the need for programming knowledge, so let's use it to speed up our operations.

The person who wrote this article
s.miyamoto
I have approximately 5 years of experience in the customer success industry for foreign companies. We will continue to disseminate useful content on a daily basis based on field issues cultivated from various standpoints, such as operators and managers. Using Yoom, we will continue to deliver content that can be used in the field, such as hints to improve the customer experience!
Tags
GitHub
Automation
Integration
ChatGPT
Automatic
Related Apps
App integration
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