How to integrate cyzen with Google Chat to receive notifications in Google Chat when a report is registered in cyzen

In recent business environments, the development of various tools has advanced the automation of tasks, and further efficiency is being demanded.
Consequently, many companies are adopting tools, making integration between these tools essential.
This time, we will introduce a method to integrate cyzen with Google Chat, so that when a report is registered in cyzen, a notification is automatically sent to Google Chat.
This integration is expected to facilitate rapid information sharing and efficient communication with the field.
Moreover, it can be easily set up without any coding, allowing anyone to automate their tasks effortlessly.
Let's start integrating tools together!

Recommended for

Those who use cyzen and Google Chat in their daily operations.
Those who want to quickly share field reports and progress.
Field personnel who want to streamline manual reporting and verification tasks.

Benefits and Examples of Integrating cyzen and Google Chat

Benefit 1: Rapid Information Transmission

By automatically notifying Google Chat of reports registered in cyzen, the latest information can be quickly shared with the entire team.
For example, when field staff register a new report, its content is notified in a Google Chat group chat.
This allows office members and other team members to quickly grasp the situation, facilitating rapid decision-making and responses.

Benefit 2: Reduce Effort and Improve Operational Efficiency

Using the automatic notification feature to Google Chat eliminates the need for manual reporting and verification tasks, which can improve operational efficiency.
For instance, when a sales representative registers a report in cyzen at a client site, notifications are automatically sent to managers and relevant departments.
This reduces the time spent on information sharing, allowing focus on other important tasks.
Additionally, it helps prevent communication errors due to human error.

Benefit 3: Improve Customer Satisfaction

By sending report notifications to Google Chat, tasks requiring attention can be quickly identified.
For example, if a complaint or urgent request from a client is reported, setting up an automatic notification system allows the responsible person to quickly consider countermeasures.
This not only prevents delays and omissions in responses but also improves operational efficiency and customer satisfaction.

From here, we will proceed with the setup using Yoom's template 【Notify Google Chat when a report is registered in cyzen】 as the integration flow.

[What is Yoom]

How to Notify Google Chat When a Report is Registered in cyzen

You can receive reports registered in cyzen via the cyzen API and notify Google Chat through the API provided by Google Chat.
By utilizing Yoom, you can easily automate this process without programming knowledge.

The steps for this integration flow are broadly as follows:

Integrate cyzen and Google Chat with My Apps
Copy the template
Set up triggers and actions
Finally, verify if the trigger is activated

Preparation

1) First, access the official Yoom website and create an account.
Yoom Account Registration Page
If you already have an account, please log in.

2) An access token is required to register cyzen with My Apps.
Set a static token as the access token.
Please contact your cyzen representative for the static token.

Step 1: Integrate cyzen and Google Chat with My Apps

1) After logging into your Yoom account, register the apps you will use next.
Click "My Apps" and select "New Connection".

2) A list of apps that can be connected with Yoom will be displayed. Search for "cyzen" and "Google Chat" in the search box.

After selecting cyzen, enter the necessary information based on the information obtained during preparation and click "Add".

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Similarly, after selecting Google Chat, log in with your Google account.

3) Once registration is complete, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed.

Step 2: Copy the Template

Click this banner.

1) First, click on the "Try this template" icon.

2) The following confirmation screen will appear, so please click "OK".

When this screen appears, the copy has been completed successfully.

After that, you can click on the title or details to edit them.
A "!" icon will appear on the right side, so click them in order to set up the operations.
The template will be saved in "My Projects".

Step 3: Set the Trigger

Click on "App Trigger: When a report is created or updated".

Step 4: Set the cyzen Action

1) Select the action "When a report is created or updated" and click "Next".

2) Enter the required fields.
The trigger activation interval varies depending on the subscription plan.
Please refer to this for details on each plan.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
Once the input is complete, click "Test", and after a successful test, click "Save".

Step 5: Set the Google Chat Action

1) Return to the flow and click the "Integrate with App: Send Message" icon.

2) Select the action "Send Message", enter the database ID, and click "Next".

3) Enter the required information.

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You can use the output information from cyzen to input.
Select from the options as needed, and once the input is complete, click "Save".

This completes the flow of [Notify Google Chat when a report is registered in cyzen].

Step 6: Test and Verify

Once the setup is complete, the following display will appear, so click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

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Here is the template used this time

Other Automation Examples Using cyzen

There are many other examples of automation using cyzen at Yoom, so here are a few introductions.

1. Notify Discord When a Report is Registered in cyzen
This template is a system that notifies a Discord channel when a report is registered in cyzen.
This allows managers and team members to quickly grasp the situation, leading to prompt decision-making.
In particular, it streamlines the sharing of field sales activity reports and is expected to strengthen information coordination within the team.

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2. Register a spot in cyzen when a company is registered in HubSpot
This template automatically registers a spot in cyzen when a new company is registered in HubSpot.
This reduces manual work and is expected to improve the efficiency of the sales team.
Additionally, it enables centralized management of company information, which can also enhance business transparency.

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3. Clock in to KING OF TIME when attendance is registered in cyzen
This template automatically clocks in to KING OF TIME when attendance is registered in cyzen.
This reduces the manual input workload for accounting personnel and is expected to improve the accuracy of attendance data.
Additionally, by streamlining attendance management, more time can be dedicated to other tasks, leading to an overall improvement in operational efficiency.

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Summary

In this blog, we introduced how to integrate cyzen with Google Chat.
With this integration, reports registered in cyzen are automatically notified to Google Chat, facilitating quick information sharing between the field and the office.
This is expected to improve work efficiency and reduce manual reporting and verification tasks.
Quick notifications will be particularly useful in situations where field work progress or urgent responses from clients are required.
Additionally, by utilizing Yoom, this automation can be easily achieved without any coding, making it accessible for anyone to implement immediately.
Let's aim for further work efficiency with the integration of cyzen and Google Chat!