Chatworkとkintoneの連携イメージ
校閲まち

2024-12-19

Integrate Chatwork with kintone to send a notification to Chatwork when a record is added to kintone.

a.ohta

Kintone is a very simple, user-friendly, and intuitive tool. Like Yoom, it allows you to create the apps you envision without any programming knowledge, making it easy for companies to adopt. Furthermore, Chatwork can be considered an essential main communication tool that many companies have implemented.

So this time, let's automate the tedious business flow by linking the app created with Kintone and Chatwork using Yoom!

Benefits and Practical Examples of Integrating Chatwork and Kintone

1. Data Accumulation
You can automatically accumulate Chatwork content in Kintone. By automatically storing important content in Kintone, data management will become easier. Additionally, the benefit of not having to search through Chatwork logs is significant!

2. Enhanced Information Sharing
It is possible to automatically add Chatwork information to Kintone in real-time or notify Chatwork in real-time of information added to Kintone. This reduces the need to switch between different apps, shortening the time required for input, confirmation, and reporting! Immediate information sharing within the team becomes possible, allowing everyone to stay updated with the latest information.

3. Real-time Notifications
Although it's a simple flow of notifying Chatwork of information added to Kintone, real-time automatic notifications are essential for tasks with deadlines or those requiring speed. It's also nice to be able to focus on other tasks with peace of mind until a notification arrives.

How to Integrate Chatwork and Kintone Without Code

Now, let's create a flow bot that "notifies Chatwork when a record is added to Kintone." Using the domestic no-code tool Yoom, even those without programming knowledge can easily automate the flow!

Register for Yoom here. You can sign up easily in 30 seconds!

Official documentation about Yoom is here. Please take a look!

This time, we will use a pre-configured template instead of creating a flow bot from scratch. Yoom offers various templates, allowing you to create your desired flow bot without code immediately!

Once you have completed the Yoom registration, please click the banner below to proceed.

Next, let's integrate Yoom with each app.
This is called "My App Integration". My App Integration is very easy!

My App Integration with Chatwork and kintone

Click the template banner, and you'll find a "Try this template" button at the bottom of the screen. Click it.
This will take you to the "My Projects" page, where you can select "My Apps" from the menu on the left side of the screen!

     ↓

Click "Create New" at the top right! Enter "Chatwork" in the search box, and the Chatwork icon will appear, so click it.

     ↓

This will take you to a screen like the one above, where you can enter your account information.
Once you've entered it, click login and...

     ↓

You'll see a screen like this, so click allow!
Clicking allow will take you to the Yoom screen. This completes the integration between Chatwork and Yoom.

Next is the My App Integration with kintone, but from here on, please refer to the help page.

My App Integration Help Page with kintone

There may be help pages like this available for integrating each app with Yoom.
They provide detailed explanations with images, so be sure to check them out!

Once My App Integration is complete, let's move on to creating the contents of the Flow Bot.

Setting Triggers in kintone

First, you'll need kintone app information during the setup.
Create an app with the content you want to use in this flow and add records to it.

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Click My Projects on the left side of the screen and press "【Copy】Notify Chatwork when a record is added to kintone".
Then click edit at the top right!

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Next, enter the page of "When a record is registered" for the kintone icon.
This will take you to a page to set the App Trigger Title and Trigger Action, but they are already entered!

The template already has the basic settings, so the input work is minimal. It's very convenient.

     ↓

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Click Next, and a screen like the one below will appear, so enter the subdomain name and app ID according to the contents in the red frame.
Once you've entered them, click Test just below to set the Output.

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Click "Add Value to Retrieve" in the image above!
This will bring up a screen like the one below.

A lot of strings will be displayed, but these depend on the contents of the records initially added to kintone.
Click the content you want to notify Chatwork about and set it as an output. You can add an output by clicking the blue + mark next to where it says value.
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As you click the output, value will be added to the left side of the screen, and a red ! mark will appear, so let's fix it!
Hover over the part that says value, and a pen mark will appear on the right side, so click it!


A screen like the one above will be displayed, so change the item name to something of your choice. Don't forget to save after making changes...!
This time, I did it like this:

You will be able to send the items added to this output in Chatwork.
You'll set up Chatwork next, so it's recommended to make the item names clear so you can immediately understand what the added output is. After changing the item names, save! This completes the trigger setup!

Chatwork Setup

Enter the page of "Notify Chatwork" for the Chatwork icon.
As before, the input is already done, so click Next. Templates are really convenient...!

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This will be the last setting! Decide on the room ID where you want to notify kintone information.
Click inside the box, and all Chatwork channels will be displayed, so click to choose the room where you want to notify kintone information.

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Once you've finished selecting the room, decide on the content. This time, I did it like this:

It's easy! Click inside the message box, and the outputs you added earlier will be listed, so just choose them.
It's also a tip to include line breaks and symbols to make it easier to read.

     ↓

Once you've finished entering, click Test at the bottom!
This will actually send it to Chatwork, so make fine adjustments while looking at the sent content and change it to your desired content. Don't forget to save once the setup is complete.

This completes the creation of the Flow Bot. Good job!

[Chatwork and kintone] Advanced Flow Bot

There are other Flow Bots that integrate Chatwork and kintone, so let's introduce a few.
The following is a template that incorporates an original inquiry form into the flow from this time.

By using this template to create a flow bot, there is no need to manually input inquiry details into kintone, and the inquiry details will be automatically accumulated in kintone.
Moreover, it is a very convenient flow bot that automatically reports these details to Chatwork! Isn't it easy to incorporate into your daily work?

Templates like the one used in this flow are introduced in Yoom's template gallery.

Click here for the template gallery

There is also the fun of discovering flow bots that make you think, "Can this be done automatically!?" so please take a look at Yoom's template gallery at least once!

Streamline Communication by Integrating Chatwork and kintone!

If you use kintone for work and your main communication tool is Chatwork, the flow bot introduced here is highly recommended.
These small tasks are easy to create with flow bots, and automating them can significantly improve work efficiency!

With Yoom, no programming knowledge is required. You can easily create flow bots with no code, so please try creating one!

The person who wrote this article
a.ohta
After working as a general store manager, I started working from home as an SEO writer. Later, an outsourcing agreement was signed with a marketing startup for about 5 years. Surrounded by students at the University of Tokyo, I held a computer and spent my days studying various business terms and how to use SaaS tools. When I was a general store manager, time was taken over and over again by office work such as sales and inventory management, human resource management, and ordering, etc., and I was unable to serve customers and often missed sales times. Even when outsourcing, there are many detailed tasks such as input, etc., and “can't such monotonous tasks be automated?” I thought so, and I really sympathize with Yoom's vision!
Tags
Automation
Integration
kintone
Chatwork
Notification
Related Apps
App integration
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