Benefits of Integrating kintone and Garoon and Examples of Automation
Benefit 1: Speeding Up Information Sharing
By integrating kintone and Garoon, you can check the latest schedules. This allows the entire team to share information in real-time, enabling quick decision-making. For example, customer information updated in kintone is automatically reflected in Garoon, ensuring all team members can share the latest information with peace of mind.
Benefit 2: Improving Task Management Efficiency
kintone is a tool that allows flexible database management, while Garoon is a tool for managing schedules within an organization and efficiently coordinating tasks. For instance, by managing project tasks in kintone and understanding who is working on which task in Garoon, it becomes easier to grasp the overall task status and progress of the team.
Benefit 3: Enhancing Data Consistency and Accuracy
Since schedules added to kintone are automatically reflected in Garoon, there is no worry about information being scattered. At the same time, eliminating human errors when manually transferring data improves data quality. For example, accurately reflecting customer information updated in kintone in Garoon can help avoid incorrect schedule adjustments. This enhances the reliability of the team.
How to Create an Automated Flow for Integrating kintone and Garoon
Let's create a flowbot that "registers a schedule in Garoon when a record is added to kintone"!
As a preparation step, you need to register My Apps to link your kintone and Garoon with Yoom. 1. To link, log in to Yoom and click on My Apps on the left side of the screen. 2. A +New Connection button will appear on the right side of the screen, click on it.
How to Register My Apps for kintone 1. Select kintone from the list of apps. 2. Refer to How to Register My Apps for kintone to register My Apps.
How to Register My Apps for Garoon 1. Similarly, click on My Apps on the left side of the screen. 2. A +New Connection button will appear on the right side of the screen, click on it. 3. Select Garoon from the list of apps. 4. Set an arbitrary name for management as the account name. 5. For the access token, set the base64 encoded string of the login name and password in the format "login name:password". 6. Click Add to complete the My Apps registration.
1. Hover over the banner and click "View Details" 2. Click "Try this template" on the page you navigated to 3. Register for Yoom ※ If you have already registered, the login screen will be displayed, so please log in.
Step 2: Set the Trigger
Let's start creating the template from here. 1. Select a project from the project list to create a template. 2. A +New Connection button will appear on the right side of the screen, click it. 3. Select Create from Scratch. 4. Select when a specific app event is received.
5. Select kintone from the list of apps. 6. The screen will change, so set the title of the app trigger. 7. Confirm that the account information linked with kintone is correct. ※ If the account information is not displayed, click +Add Linked Account to register. 8. Select "When a record is registered (Webhook activation)" for the trigger action. 9. Once you have set up to this point, click Next.
In the next screen, set up the Webhook event reception for the app trigger. 10. Refer to Setting up Webhook in kintone for Webhook settings. 11. Click Test, and if no errors occur, click Save.
Step 3: Integrate with Garoon
1. Switch to the flow list screen and click the + displayed under the app trigger you just created. 2. Select "Integrate with App" from the operations. 3. Select Garoon from the list of apps. 4. The screen will change, so set the title. 5. Confirm that the account information linked with Garoon is correct. ※ If the account information is not displayed, click +Add Linked Account to register. 6. Select "【Schedule】Register Schedule" for the action. 7. Once you have set up to this point, click Next.
In the next screen, set up the API connection. 7. The following items are all required fields.
Subdomain: Set the "●●●●●●●" part in "https://●●●●●●●.cybozu.com/" within the Garoon URL.
Schedule Type: Select any from the dropdown menu.・Start Date and Time: Set in the specified format.
Participants: Select any from the dropdown menu for "Participant Type".
Participants: Set "User Login Name or Organization Code" as desired. ※ If there are any target items other than the required fields, set them as desired.
8. Click Test, and if no errors occur, click Save. 9. Switch to the flow list screen and change the app trigger to ON. This completes the flow setup!
Advanced Automation Flow for kintone and Garoon Integration
For those who wish to manage workflows in Garoon, you can set Garoon as the app trigger and automatically register records in kintone. In addition to the flow introduced this time, Yoom offers multiple flow templates for kintone and Garoon. For more details, please check the link provided, and be sure to take a look!
Summary
How was it? By integrating kintone and Garoon, reflecting and managing schedules becomes easier! We found that by combining a flow where meeting requests entered into kintone are automatically reflected in Garoon's schedule and a flow where updating data in kintone automatically updates Garoon's schedule, schedule management becomes even more efficient. Why not take this opportunity to utilize Yoom and pursue efficient work styles? We offer a 2-week free trial, so give it a try!
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