How to integrate Chat Plus and Backlog to add information to Backlog when a ticket is created in Chat Plus

When manually transferring information from Chat Plus to Backlog, it can be time-consuming and there is a risk of input errors and omissions. However, by integrating the two tools, you can centrally manage ticket information, which helps reduce these efforts and human errors. This can lead to improved task management efficiency and data accuracy, ultimately enhancing the overall work efficiency of the team. Recommended for: - Those using Chat Plus and Backlog - Those who find it cumbersome to manually transfer tickets from Chat Plus to Backlog - Those who want to reduce input errors when transferring tasks from Chat Plus to Backlog - Those who want to integrate Chat Plus with Backlog for centralized task management Benefits of Integrating Chat Plus and Backlog Benefit 1: Reduce the Effort of Transferring Tasks When a ticket is created in Chat Plus, the ticket information is automatically added to Backlog, eliminating the need to manually transfer information. This allows for quicker problem resolution. For example, if support staff register an inquiry received in Chat Plus as a ticket, the effort of adding it to Backlog is saved, allowing immediate response to the issue. This quicker response to issues can also lead to improved customer satisfaction. Benefit 2: Prevent Oversights with Centralized Information Management By integrating Chat Plus and Backlog, you can centrally manage all tasks, preventing oversights and unaddressed issues. For instance, if different task management tools are used across departments, the latest ticket information may vary by tool, leading to task oversights or lack of awareness of the latest information. However, with centralized task management, anyone can access the same information regardless of which tool they check, helping prevent oversights and unaddressed issues. Benefit 3: Reduce Manual Errors and Maintain Data Consistency The integration of Chat Plus and Backlog allows ticket information to be automatically transferred, reducing manual data entry errors. For example, if a support representative receives inquiries from multiple customers simultaneously, they might mistakenly transfer information. However, by implementing this automation, accurate information can be registered in Chat Plus tickets, preventing input errors when registering data in Backlog. This can lead to improved data accuracy. How to Add Information to Backlog When a Ticket is Created in Chat Plus This can be achieved by receiving the creation of a ticket in Chat Plus using Chat Plus's API and adding the necessary data (title, content, status, etc.) to Backlog's ticket items using Backlog's API. Generally, programming knowledge is required to achieve this, but it can be done more easily without programming knowledge by using the no-code tool Yoom. [Yoom Overview] Here, we introduce how to create a flowbot in Yoom, which allows app integration without programming, to "add ticket information to Backlog when a ticket is created in Chat Plus."

The flow to integrate Chat Plus and Backlog using Yoom proceeds through the following four processes. - Register Chat Plus and Backlog as My Apps - Copy the template - Set the trigger for Chat Plus, which is the starting point of the flow, followed by the Backlog settings - Turn on the trigger button and confirm the integration operation between Chat Plus and Backlog Step 1: Integrate Chat Plus and Backlog as My Apps First, register Chat Plus and Backlog in My Apps to integrate them with Yoom. 1. On the left side of the Yoom management screen, select "My Apps" and click "+ New Connection." 2. In the subsequent screen, search for Chat Plus and Backlog respectively and proceed to the next screen. For Chat Plus: - Enter the account name and access token according to the instructions, and click "Add" to complete the registration in My Apps. * The access token can be obtained from [here](https://app.chatplus.jp/admin/cp/api/token). For Backlog: - Enter the domain and add it, then click "Authorize" on the screen below to complete the registration in My Apps. Step 2: Copy the Template Copy the template to integrate Chat Plus and Backlog. 1. Open the link below.

2. Click "Try this template" to complete the copy.

Step 3: Chat Plus Trigger Settings

Set the trigger action that will start the flow.
In this flow, registering a ticket in Chat Plus will be the trigger.

1. Select "My Projects" in the Yoom management screen and click "Add ticket information to Backlog when a ticket is created in Chat Plus [Copy]".
* You can change the template title on the next screen.

2. Click "App Trigger When a Ticket is Created".

3. Confirm the account linked with Chat Plus and click "Next".
* Other items are set by default.

4. Copy the Webhook URL, set it in Chat Plus, and test it.
By doing this, Yoom will be able to retrieve ticket information registered in Chat Plus.
* For details on setting the Webhook URL in Chat Plus, please refer to the help page here.

5. If the test is successful, the information retrieved from Chat Plus will be displayed in the output.
If there are no issues, save it.

Step 4: Setting to Register Information in Backlog

Finally, set up to register the ticket information obtained from Chat Plus into Backlog.

1. Click "Add Issue to Integrate with App".

2. Confirm the account linked with Backlog and click "Next".
* Other items are set by default.

3. Set each item necessary for issue registration.
* Items in Backlog like "Project ID to register the issue" can sometimes be selected from "Candidates" displayed when you click the frame.
* Items you want to reflect Chat Plus information on, like "Issue Subject", can be selected from the output of "When a ticket is created" displayed when you click the frame. This dynamically reflects values that change for each issue.

4. Once all necessary items are set, test it.
If the test is successful, save the settings.
* Testing will actually create an issue in Backlog.

5. When the trigger is turned ON, issues will be automatically registered in Backlog every time a ticket is created in Chat Plus.

If you have any questions about the flow introduced, please refer to the help page here.

Other Automation Examples Using Backlog

There are many other examples of automation using Backlog in Yoom, so here are a few to introduce.

1. Notify via Slack Mention When an Issue is Added to Backlog

Every time an issue is registered in Backlog, you can automatically send a notification to Slack.
This integration will facilitate smooth sharing of issues within the team or between departments.

2. Register the deadline of tasks registered in Backlog to Google Calendar

When registering issues in Backlog, if a deadline is also set, integrating with Google Calendar can improve work efficiency.
Additionally, this integration can help reduce the burden of schedule management.

3. When a new task is added to the Backlog, create a folder in OneDrive

By registering the task, you can reduce the effort of manually creating a folder.
This integration minimizes the time lag in creating a task-specific folder, facilitating smooth document sharing within the team.

Summary

The integration of Chat Plus and Backlog can streamline task management.
This eliminates the need to manually transfer information, preventing input errors and omissions during the transfer.
Additionally, centralized task management can reduce overlooked confirmations and enable prompt responses.
As a result, it becomes possible to address issues quickly, leading to improved customer satisfaction.
The integration of Chat Plus and Backlog can be easily implemented without code by utilizing Yoom.
Take this opportunity to enhance operational efficiency.