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

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How to Notify Slack When a Report is Registered in cyzen

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

The steps for this integration flow are broadly as follows:

• Integrate cyzen and Slack with My Apps
• Copy the template
• Set up triggers and actions
• Finally, verify if the trigger activates

Preparation

1) First, access the official Yoom website and create an account.
Yoom Account Creation 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 the access token. Please contact your cyzen representative for the static token.

Step 1: Integrate cyzen and Slack 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 "Slack" one by one using the search box.

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

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Similarly, select Slack, choose the destination for posting, and click "Authorize".

3) Once registration is complete, an icon will be displayed in My Apps. Please verify that 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".

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 of 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 Slack Action

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

2) Select the action "Send a message to the channel", 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 suggestions as needed, and once the input is complete, click "Save".

This completes the flow of [Notify Slack 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 the setup is working 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 Chatwork when a report is registered in cyzen
This template is a system that notifies Chatwork when a report is registered in cyzen.
Since the contents of reports for each department can be checked at a glance, progress confirmation and response can be carried out smoothly, leading to improved business efficiency.
Additionally, notifications ensure that important reports are not missed, allowing for quicker decision-making.
For example, when a notification such as "A new report has been registered in cyzen for the General Affairs Department" is sent to Chatwork, the responsible person in the General Affairs Department can promptly check it, speeding up the understanding of the report content and facilitating quick communication and response to related departments.

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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 to manually enter business card information and allows for centralized data management.
Sales representatives can easily share information about their visit destinations, enabling quick follow-ups.
Additionally, preventing information leaks and improving the efficiency of sales activities can lead to increased customer satisfaction.

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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 information is registered in cyzen.
By integrating cyzen and KING OF TIME, the process is automated, eliminating the need for manual input.
For example, when the accounting department registers attendance, it is quickly reflected in KING OF TIME, reducing input errors and improving the accuracy of attendance data.
This leads to improved operational efficiency and accurate attendance management.

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Summary

This time, we introduced a method to notify Slack when a report is registered in cyzen.
With this integration, information sharing across the team becomes smoother, and the effort required to check report contents can be reduced.
Additionally, it helps prevent missed responses, improves work efficiency, and strengthens the connection between the field and the office.
Furthermore, by utilizing Yoom, you can set it up without any code, making automation easy even without programming knowledge.
Take this opportunity to leverage the integration of cyzen and Slack to achieve automation and efficiency in your work.