How to link cyzen with Chatwork and notify Chatwork of report registrations in cyzen

In today's world, where operational efficiency is essential, the speed and accuracy of information sharing can determine a company's competitiveness. Here, we introduce a method to automate the immediate sharing of report registration details by integrating the field management tool cyzen with the business chat tool Chatwork. By following these steps, anyone can easily set it up without any coding.

Recommended for

Field managers who want to prevent omissions in report content and delays in response.
Those looking to strengthen emergency response capabilities and aim for swift coordination during trouble.
Corporate personnel who feel challenged by manual information sharing and are considering automating operations.
Organizational leaders who want to facilitate smooth communication and coordination between teams.

Benefits and Examples of Integrating cyzen and Chatwork

Benefit 1: Real-time Information Sharing

When a report is registered in cyzen, a system automatically sends notifications to Chatwork, allowing necessary information to be shared in real-time. This enables each member to immediately grasp the situation and make quick decisions. For example, the entire team can instantly check customer requests or trouble reports registered by sales representatives and proceed with appropriate follow-ups or next actions. By advancing the workflow without delays, it leads to a reduction in wasted time.

Benefit 2: Preventing Oversights and Ensuring Reliability

Notifications to Chatwork significantly reduce the risk of overlooking reports or missing responses. Compared to manual information sharing, automated notifications ensure that information reaches everyone. For instance, even if an urgent repair case is reported on-site, all relevant parties can immediately understand the situation and make appropriate arrangements. This reduces the risk of problems escalating and ensures smooth business operations.

Benefit 3: Enabling Immediate Response in Emergencies

Even when high-urgency reports are registered, the immediate notification feature to Chatwork allows for swift responses. For example, when trouble or accidents occurring on-site are reported, notifications are automatically sent to relevant parties, enabling them to take immediate action. By streamlining information sharing and response during emergencies, it helps minimize risks.

Now, let's explain how to use the no-code tool Yoom to notify Chatwork when a report is registered in cyzen.

[What is Yoom]

How to Notify Chatwork of Reports in cyzen

It is possible to achieve this by receiving records registered in cyzen's database using cyzen's API and notifying the specified channel in Chatwork with the registered record data using Chatwork's API.
Normally, programming knowledge is required, but with the no-code tool Yoom, it can be easily achieved without any knowledge.

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We will proceed with the flow in four main steps.
・Register cyzen and Chatwork as My Apps
・Copy the template
・Set up the trigger in cyzen and the subsequent notification settings in Chatwork
・Turn on the trigger

If you haven't used Yoom yet, please register for free here.
If you are already using Yoom, please log in.

Here is the template we will use this time.

Step 1: Link cyzen and Chatwork with My Apps

First, let's register the apps we will use this time with My Apps.
By registering with My Apps first, subsequent tasks will proceed smoothly.

Enter cyzen in the search box and click on the displayed suggestion.

Enter the necessary information for account linking according to the content.
Once entered, click "Add".

Click "New Connection" on the right side of the Yoom screen.
Enter Chatwork in the search box and click on the displayed suggestion.

When the following screen is displayed, click "Allow" in the red frame.

Once the linking is complete, you will return to the My Apps screen and Chatwork will be displayed.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".
If changes are necessary, you can click on the relevant section to make modifications.

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Step 3: Set up the cyzen trigger that initiates the flow and the subsequent Chatwork operation settings

Click within the red frame below.
On the screen for selecting the linked account and action, ensure that the cyzen account you are linking is correct and click "Next".

The API connection settings screen for the app trigger will be displayed.
Enter the information according to the content.

・Trigger activation interval: You can select from 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Company ID: Enter the company ID for cyzen.

Once you have entered the information, click "Test" → "Save".

Set up the configuration to send messages to Chatwork.
Click within the red frame below, and on the screen for selecting the linked account and action, ensure that the Chatwork account you are linking is correct and click "Next".

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A screen like the following image will be displayed.

As shown in the screen below, clicking on the input fields will display the output screen.
The content of the app linked this time will be displayed, and you can enter the content by clicking.
Use the output to proceed with the input.

Sample text has already been entered for the message content.
Rewrite it to any content as needed.

Once you have entered the information, click "Test" → "Save".

Step 4: Turn on the trigger and confirm the automation of the integration‍

Finally, the following screen will be displayed, so turn on the trigger. The flow bot will start automatically.

This completes the automation setup. The template used this time is as follows.

Other Automation Examples Using cyzen and Chatwork

① Register a Spot in cyzen When Business Card Information is Registered in Sansan

This is a flow to register a spot in cyzen when business card information is registered in Sansan. By utilizing this flow, it is possible to prevent manual input errors and omissions, and maintain data consistency between tools. Since cyzen's data is always kept up-to-date, there is no worry about delays in information sharing, allowing you to focus on sales activities.

②Submit an Overtime Request in freee HR Labor When a Message is Posted on Chatwork

This is a flow for submitting an overtime request in freee HR Labor when a message is posted on Chatwork. By utilizing this flow, you can automatically complete an overtime request simply by posting a message in a specified format on Chatwork. This eliminates the need to log in to freee HR Labor or manually enter data, allowing you to submit requests quickly and easily from anywhere, thereby streamlining the approval process.

③ After the Zoom meeting ends, retrieve the recording information and send a message to Chatwork

This flow involves retrieving the recording information and sending a message to Chatwork after the Zoom meeting ends. By utilizing this flow, you can automatically notify Chatwork of the recording information without accessing Zoom, which can be used as a reminder and helps prevent any lapses or omissions in information management.

Summary

By integrating cyzen and Chatwork, you can achieve efficient information sharing and optimization of business processes. It reduces manual tasks, ensures important reports are not missed, and enables quick responses. This automation setup can be easily done without any coding, making it accessible even without technical knowledge. Take this opportunity to try the integration and improve your business efficiency.
Simply follow the instructions for easy operation. Make use of Yoom's automation and experience the efficiency in your work.

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