How to integrate Chat Plus with Notion to automatically add tickets created in Chat Plus to Notion

Chat Plus is a convenient tool that can automate customer support. It offers robust features like auto-reply and multilingual support, enabling quick customer responses while reducing the burden on companies. However, when using Chat Plus to handle inquiries from customers or within the company, manually registering that information into a database may still present efficiency challenges. This article explains the benefits and setup methods of integrating Chat Plus with Notion. This article is recommended for: - Those who have already implemented Chat Plus and Notion and want to further streamline their use. - Those who feel challenged by manual input errors or workload in ticket management tasks. - Customer support representatives who need smooth information sharing among teams. Benefits and Examples of Integrating Chat Plus and Notion Benefit 1: Reduction in Data Entry Time When manually transferring ticket information created in Chat Plus to Notion, tasks like copy-pasting or manual entry occur, taking time. Especially during busy periods or campaign times, when inquiries surge, this can become a significant burden on staff. By leveraging automation, when a ticket is created in Chat Plus, customer names and reception dates are automatically transferred to Notion, eliminating the need for manual entry. As a result, more time can be spent on important tasks, potentially contributing to improved customer satisfaction. Benefit 2: Avoidance of Human Error Manual data entry is prone to human errors such as input mistakes or omissions. Particularly when handling multiple items or complex content, the risk of data inconsistency increases due to different recording methods or expressions by each staff member. Frequent errors like incorrect phone numbers or email addresses, or missing customer interaction history, can cause additional work or issues later. By leveraging automation, necessary information is automatically added to Notion when a ticket is created in Chat Plus, reducing manual input errors and data inconsistencies. As a result, the speed and accuracy of responding to customer inquiries may improve. Benefit 3: Efficiency in Information Management Manually transferring information between different tools not only requires effort but also incurs extra time and costs in setting up and managing each tool. However, integrating Chat Plus and Notion streamlines ticket management and information organization, reducing the effort required for operational management. For example, if a customer support team manages inquiries, manually organizing inquiry content, progress, and response results in Notion could interfere with tasks that should be prioritized. By leveraging automation, data is automatically reflected in Notion, making it easy to check inquiry progress and response history. Efficient information management supports smooth daily operations and contributes to long-term success. This article will proceed with integration using Yoom. If you haven't used it yet, please check out "First Time with Yoom." Now, let's explain how to use the no-code tool Yoom to add ticket information to Notion when a ticket is created in Chat Plus. [What is Yoom] How to Create a Chat Plus and Notion Integration Flow It is possible to achieve this by receiving ticket creation information in Chat Plus using Chat Plus's API and adding the ticket information created in Chat Plus using Notion's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily realized without programming knowledge.

The integration flow is broadly created through the following processes. - Register Chat Plus and Notion as My Apps - Set up a trigger to activate when a ticket is created in Chat Plus - Configure settings to add records in Notion - Test and verify Step 1: My App Integration with Chat Plus and Notion First, log in to your Yoom account. If you don't have an account, please create one on the Yoom account creation page. Click on My Apps, then click on New Connection. You can search by app name in the input field. This time, search and register Chat Plus and Notion respectively. Registering Chat Plus as My App Let's start by registering Chat Plus. Enter Chat Plus in the input field to display the Chat Plus icon, then click on the icon. Enter the account name and access token. Click Add to complete the Chat Plus My App registration. Registering Notion as My App Similarly, search for Notion and click on the icon. The following screen will appear. Click on Select Page. The following screen will appear. After selecting the page to grant access to, click Grant Access. This completes the My App registration for Chat Plus and Notion. Once the My App registration is successful, the following screen will be displayed. Please check if the icons for Chat Plus and Notion are displayed on the My Apps screen. For more detailed information about Yoom, please check the Yoom Help Center. Selecting a Template and Preparing the Storage Location Click Try it from the link below.

If the following display appears, the template copy was successful.

Step 2: Setting the trigger to activate when a ticket is created in Chat Plus

1. First, click on "When a ticket is created" at the top.

2. Set the title as you like.
Enter the account information to integrate with Chat Plus.
Select "When a ticket is created" as the trigger.
Once you have finished entering, click "Next".

3. Copy the Webhook URL and configure it in the management screen.
For detailed configuration instructions, refer to the link below.
How to set up triggers in Chat Plus
‍Click "Test", and if there are no issues, click "Save".

Step 3: Setting to add records in Notion

1. Finally, click the icon for "Add a record".

2. Enter the account information to integrate with Notion.
Select "Add a record" as the action.
Database ID will show suggestions when you click the input field, so choose from them.
Once you have finished entering, click "Next".

3. Configure each item.
When you click the input field for each item, the output will be displayed, so use it as needed.
Once the configuration is complete, click "Test", and if there are no issues, click "Save".

4. This completes the flow of 【Adding ticket information to Notion when a ticket is created in Chat Plus】.

Step 4: Testing and Confirmation

Once the setup is complete, the following screen will be displayed.
Click the "Turn on Trigger" button to activate the flow bot.

With Yoom, you can start automation without programming knowledge.
Try this convenient flow from the link below.

Other Automation Examples Using Chat Plus

There are many other examples of automation using Chat Plus in Yoom, so here are a few.

1. This is a flow where ticket information is added to Microsoft Excel when a ticket is created in Chat Plus.
‍ By utilizing this template, you can automatically reflect ticket information in Microsoft Excel, making it easier to grasp new tickets and perform data analysis smoothly.
Additionally, it will help avoid issues such as input errors or unregistered data.

2. This is a flow where a ticket created in Chat Plus triggers a response generated by Dify, which is then notified to Talknote.
By using this template, responses to tickets created in Chat Plus are automatically generated by Dify and the results are notified to Talknote. This helps automate part of the manual work, thereby reducing the burden on staff.

3. This is a flow to add ticket information to Google Sheets when a ticket is created in Chat Plus.
By utilizing this template, you can automatically reflect ticket information in Google Sheets.
By using filters and formulas in Google Sheets, more flexible data analysis and report creation may become possible.

Summary

By integrating Chat Plus with Notion, it is now possible to automatically add information in Notion whenever a ticket is created in Chat Plus.
This eliminates the need for manual data entry and helps improve the accuracy of ticket management and information sharing.
For those considering reviewing their current operations and exploring automation, Yoom is recommended.
Yoom is user-friendly with no-code support, allowing anyone to start automating without programming knowledge.
Why not make your daily tasks more efficient by utilizing Yoom?