How to Automatically Add Tickets Created in Chat Plus to Google Spreadsheets by Integrating Chat Plus with Google Spreadsheets and Its Benefits

How to Create a Chat Plus and Google Spreadsheet Integration Flow

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

Step 1: Integrate Chat Plus and Google Spreadsheet with My Apps

First, let's integrate Chat Plus and Google Spreadsheet with 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 and click on Chat Plus.‍

Set the account name and access token.
Enter any name for "Account Name". (Example: Admin Account)
For "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.
On the API token issuance screen, set the "Password" and click "Issue API Token".
The API token will then be displayed in red text, so please copy it.
After entering the account name and access token, click "Add" to complete the Chat Plus My Apps integration.

Next, search for and click on Google Spreadsheet.‍

Then click "Sign in with Google" and sign in with your Google account.

After signing in, grant access to complete the My Apps integration.

Next, let's proceed with the setup using the Flowbot template.
Log in to Yoom and click "Try it" on the banner below.

‍

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

Step 2: Set the Trigger

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

Edit the title as desired and check the account information.
Ensure that 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 then set it up in Chat Plus.
Detailed setup instructions are explained here.
After setting up the Webhook, 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 Google Sheets.
Click "Add a record."

Here, as before, edit the title as desired, check the account information, and click "Next" without changing the action.

Scroll down the page, set the items marked with "※ Required," and click "Next."

Next, set the "Values of the record to be added."
Click on each field to display options, and select the appropriate item.
After setting, click "Test" and confirm that the information has been added to Google Sheets.
After confirmation, click "Save."

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

Other Automation Examples Using Chat Plus

1. Automating Task Registration to Asana

Ticket information generated from chats is automatically registered in Asana, supporting speedy task assignment and progress management.
This reduces the effort required for task registration and is expected to lead to efficient project management.

2. Streamlining Ticket Addition to Trello

The generated ticket information is automatically added to Trello, allowing tasks to be managed in a board format.
This automatically prepares the visual organization of tasks and reduces the registration work.

3. Automate Ticket Management on GitHub

The generated ticket information is automatically registered on GitHub, allowing tasks and issues to be tracked swiftly.
This is expected to streamline the initial stages of the development process and the identification of problems, simplifying the work environment.

Summary

The integration of Chat Plus and Google Sheets is an effective way to streamline ticket information management and accelerate business operations.
This automation is expected to eliminate manual work and enhance data analysis efficiency.
Additionally, Yoom's app integration requires no programming and is easy to implement, allowing anyone to get started effortlessly.

Take this opportunity to experience improved business efficiency through app integration.