How to link cyzen with Microsoft Teams to receive notifications in Microsoft Teams when a report is registered in cyzen

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How to Notify Microsoft Teams When a Report is Registered in cyzen

You can receive reports registered in cyzen via the cyzen API and notify Microsoft Teams through the API provided by Microsoft Teams.
By utilizing Yoom, automation can be easily achieved without programming knowledge.

The steps for this integration flow are broadly as follows:

• Integrate cyzen and Microsoft Teams with My Apps
• Copy the template
• Set triggers and actions
• Finally, verify if the trigger is activated

Preparation

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

2) For registering cyzen with My Apps, you need to set a static token as an access token.
Please contact your cyzen representative for the static token.

Step 1: Integrate cyzen and Microsoft Teams with My Apps

1) Once logged 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, and you can search for "cyzen" and "Microsoft Teams" one by one from the search window.

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

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Similarly, select Microsoft Teams and log in with the account you will use.

For more details, please check here.
My App Registration Procedure and Precautions in Microsoft365 Services | Yoom Help Center

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

Step 2: Copy the Template

Click on this banner.

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

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

Once 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 up the Trigger

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

Step 4: Set up cyzen's Action

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

2) Please enter the required fields.
The trigger activation interval varies depending on the subscription plan.
Please refer to this for details of each plan.
List of feature limitations 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 up Microsoft Teams Action

1) Return to the flow and click on the icon "Integrate with app: Send a message to a channel".

2) Select the action "Send a message to a channel", enter the database ID, and click "Next".

3) Enter the required information.

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

This completes the flow of 【Notify Microsoft Teams 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 works 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 LINE WORKS when a report is registered in cyzen
This template is a system that notifies LINE WORKS when a sales department report is registered in cyzen.
By obtaining report information in cyzen and notifying LINE WORKS, the sharing of reports is expedited, and smooth information sharing is expected across the entire team.
Automation helps prevent human error and is also expected to improve the accuracy of information.

2. Register a spot in cyzen when business card information is registered in Sansan
This template automatically creates a spot in cyzen when the sales department registers business card information in Sansan.
This eliminates the need for manual entry of business card information and enables centralized data management.
Sales representatives can easily share information about their visit destinations, allowing for prompt follow-ups.
Additionally, preventing information leakage and improving the efficiency of sales activities can lead to increased customer satisfaction.

3. Clock in HRMOS Attendance when attendance is registered in cyzen
This template automatically clocks in HRMOS Attendance when attendance is registered in cyzen.
For example, when the attendance of on-site staff is registered in cyzen, it is quickly reflected in HRMOS Attendance, eliminating the need for manual input and improving data accuracy.
This enhances the efficiency of attendance management, reduces the burden on the HR department, and is expected to prevent errors and enable quick payroll processing.

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Summary

With the integration of cyzen and Microsoft Teams introduced this time, notifications are automatically sent to Teams when a report is registered, enabling speedy information sharing and efficiency across the team.
In particular, for teams with fast-paced operations such as sales and support departments, quick information sharing can lead to faster decision-making.
For example, feedback from customers can be quickly communicated to the development team, enabling prompt responses and potentially improving customer satisfaction.
Additionally, the reduction of manual report verification tasks can enhance overall team productivity.
Since it can be easily set up with no code, please consider using Yoom to take on this automation.

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