・
Many people likely use tools like Google Forms and Google Calendar provided by Google, as well as the communication tool Slack for chat, in their daily work. You might be using Google Calendar for managing scheduled appointments and tasks, and Slack for team communication, leading to cases of duplicate information entry across different tools. This time, we will introduce a method to automate information updates across Google Forms, Google Calendar, and Slack by integrating these tools. Normally, this would require programming, but we will show you a way to do it easily using no-code tools, so please give it a try!
In this article, we will introduce a method of integration using the no-code tool "Yoom."
No complex settings or operations are required, making it easy for non-engineers to implement.
You can start right away using the template below, so please give it a try!
■Overview
This is a flow where a Google Calendar is created and added to Slack when meeting reservation information is submitted via a Google Form.
By integrating with Google Calendar, you can create events on Google Calendar using new responses from Google Forms.
You don't need to manually check the Google Form responses, as events are automatically added to Google Calendar and notifications are sent to Slack, preventing any omissions or errors in event creation.
■Notes
・Please integrate Yoom with Google Forms, Google Calendar, and Slack respectively.
[About Yoom]
Now, let's explain in detail how to create a flow that creates an event in Google Calendar based on reservation information submitted via Google Forms and notifies the content in Slack, as an example of automatable tasks.
With the no-code tool Yoom, you don't need programming expertise or skills.
If you haven't registered with Yoom yet, please create an account here!
This workflow is triggered by responses from Google Forms.
Please create a form in Google Forms that will serve as the source of information for event creation.
When creating events related to meetings or individual briefings, it is advisable to make essential fields such as the respondent's identity information (company name, name, email address) and preferred date and time.
Once you have completed the preparation up to this point, please log in to Yoom.
We will actually create the integration and automation flow using a template.
1. After logging into Yoom, select "My Apps" from the left menu and click "+Add" on the right side of the screen.
2. From the list of new connections in My Apps, select Google Forms, Google Calendar, and Slack, and integrate the apps.
※For Slack integration, please refer to this guide.
3. Open the copied template and change the title as needed.
※ Initially, it is saved in "My Project".
If it does not open automatically, select the relevant template from My Project,
and click "Edit" in the upper right corner of the screen.
4. Select "App Trigger Once the form has been submitted" from Flowbot.
5. Set up "Select linked account and action".
Change the title of the app trigger as needed and click "Next".
6. Set up the API connection for the app trigger.
・Trigger activation interval: Set an appropriate time according to business needs.
・Form ID: Refer to the note at the bottom of the field and enter the ID of the Google Form created in advance.
7. Conduct a test, confirm success, and click "Save".
8. Select "Integrate with App Create an Event" from Flowbot.
9. Set up "Select linked account and action".
Change the title as needed and click "Next".
10. Set up the API connection.
Enter and select each item, referring to the notes at the bottom of each field.
If necessary, you can also refer to the output obtained in Step 2 - Procedure 7.
※ The image below is an example of input.
11. Conduct a test, confirm success, and click "Save".
12. Select "Integrate with App Notify Slack" from Flowbot.
13. Set up "Select linked account and action".
Change the title as needed and click "Next".
14. Set up the API connection.
Enter the channel ID and message for the posting destination.
※ If there is an error in setting the channel ID, refer to here.
※ You can also refer to the output obtained in Step 2 - Procedure 7 or Step 3 - Procedure 11.
※ The image below is an example of input.
15. Conduct a test, confirm success, and click "Save".
Finally, switch the trigger of the saved flow to "ON" to activate it.
This completes the flow of "When reservation information is submitted via Google Form, reserve it in Google Calendar and notify Slack"!
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Forms, Google Calendar, and Slack.
All of these can be used with simple settings, so if you find something interesting, please give it a try!
Information entered in a Google Form is quickly and automatically converted to a PDF, increasing the accuracy of the information and reducing the risk of human error.
■Overview
Using the workflow "Generate a PDF based on Google Form responses and send it via Gmail" can reduce the time and effort required for document creation.
This will lead to increased productivity due to the shortened working time.
■Recommended for
■Benefits of using this template
There are several benefits to using the flow that generates a PDF based on Google Form responses and sends it via Gmail.
Firstly, it eliminates the hassle of manually generating PDFs and sending emails, allowing you to complete tasks quickly.
This enables you to allocate time to other important tasks, improving overall work efficiency.
Additionally, by implementing this flow, you can advance the automation of tasks and reduce the risk of human error.
Since accurate PDF generation and email sending are done automatically, error-free data management becomes possible.
■Overview
The workflow of "Issuing a PDF based on Google Form responses and sending it via Outlook" contributes to the efficiency of administrative tasks.
It is recommended for those who want to reduce workload and improve productivity.
■Recommended for
■Benefits of Using This Template
By using the flow of issuing a PDF based on Google Form responses and sending it via Outlook, you can gain many conveniences.
Since the responses are automatically converted into PDFs, you can organize and format the necessary information without hassle.
Additionally, the seamless execution of sending the generated PDFs via Outlook enhances work efficiency.
The time saved can be allocated to other tasks, contributing to improved productivity.
■Overview
The workflow "Generate a PDF based on Google Form responses and notify on Discord" contributes to speeding up document creation and information sharing.
It improves work efficiency by reducing the time required for tasks.
■Recommended for
■Benefits of using this template
By implementing an automated flow that generates a PDF based on Google Form responses and notifies on Discord, you can gain many benefits.
Firstly, since the information entered in Google Forms is quickly converted into a PDF, the burden of manual work is reduced.
This allows you to allocate time and effort to other important tasks.
Furthermore, since PDFs are generated automatically, the accuracy of information increases, and the risk of human error decreases.
Notifications on Discord allow the person in charge to quickly grasp the situation and respond promptly as needed.
Since the answers in a Google Form can be automatically added, adding tasks can be done seamlessly.
■Overview
This is a flow for registering information submitted via Google Forms into Asana.
■Recommended for
1. Those who collect information using Google Forms
・Those who use Google Forms for collecting survey or inquiry content
・Those who manage responses from Google Forms
2. Those who manage tasks using Asana
・Those who want to add Google Forms responses as tasks
・Those who centrally manage customer service tasks in Asana
■Benefits of using this template
Google Forms allows you to create custom forms tailored to your needs.
It can be utilized for collecting surveys or as an inquiry form, making information collection more efficient.
However, when it comes to task management, if you want to add Google Forms responses to a task management tool, manual input is required, which can be cumbersome.
This template allows you to automatically register Google Forms responses into Asana, reducing the burden of manual work.
By automating task registration in Asana, you can prevent manual input errors and omissions.
■Notes
・Please integrate both Google Forms and Asana with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow for registering information submitted via Google Forms into Zendesk.
■Recommended for
1. Those who have set up a form for inquiries
・Those who are using Google Forms to manage customer interactions
2. Those who manage customer support tasks with Zendesk
・Those who are utilizing Zendesk for customer support
■Benefits of using this template
Google Forms can be utilized for customer support, helping to improve services based on customer feedback.
Additionally, if you are also using Zendesk for customer support, you can register the responses from Google Forms and manage tasks to prevent any oversight.
However, when registering Google Forms responses into Zendesk, manual input is required, which can be time-consuming for task addition.
By using this template, you can automatically add Google Forms responses to Zendesk, allowing for seamless task addition.
■Notes
・Please integrate both Google Forms and Zendesk with Yoom.
・For instructions on how to retrieve response content when using Google Forms as a trigger, please refer to here.
・Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be aware.
・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are normally restricted.
・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow for registering information submitted through Google Forms to GitHub.
■Recommended for
1. Those responsible for customer support
・Those who use Google Forms to consolidate inquiries from customers
・Those who utilize Google Forms as an inquiry form
2. Those who use GitHub as a task management tool
・Those who manage customer support tasks in GitHub
・Those who want to automatically link Google Form responses to GitHub
■Benefits of using this template
Google Forms can be used as a form for customer inquiries, allowing for efficient consolidation of responses.
Additionally, managing customer inquiries with a task management tool can help visualize the status of responses.
However, the registration process to the task management tool needs to be done manually, which may lead to input errors or omissions.
By using this template, you can automatically register the content submitted to Google Forms to GitHub, preventing input errors and omissions.
Automating the addition of tasks to GitHub speeds up customer support and improves operational efficiency.
■Notes
・Please integrate Google Forms and GitHub with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
https://intercom.help/yoom/ja/articles/6807133
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
When lead information is added, Slack is automatically notified, which leads to quicker information understanding.
■Overview
This is a flow that notifies Slack when a lead is created in Microsoft Dynamics365 Sales.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.
■Recommended for
1. Sales teams that manage leads with Microsoft Dynamics 365 Sales and use Slack as an internal communication tool
・Those who want to smoothly share lead information, respond quickly, and strengthen team collaboration
2. Sales representatives who want to improve the response speed after acquiring leads
・Those who want to immediately grasp the occurrence of new leads on Slack to prevent delays in response and enable quick approaches to customers
■Benefits of using this template
For sales representatives who do not want to miss valuable leads, the flow of [notifying Slack when a lead is created in Microsoft Dynamics365 Sales] is optimal.
You can quickly check lead information and respond promptly.
By integrating Microsoft Dynamics365 Sales and Slack, you can improve the response speed to leads by eliminating the need to check each time, maximizing sales opportunities.
■Notes
・Please integrate each of Microsoft Dynamics365 Sales and Slack with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
■Overview
This is a flow that notifies Slack when a lead is registered in HubSpot's contacts.
■Recommended for
1. Marketing professionals managing leads using HubSpot
・Those who want to quickly share lead information registered in the contact list with team members
・Those who find it cumbersome to access HubSpot every time to check information
2. Companies primarily using Slack as a communication tool
・Those who want to be notified on Slack about newly added lead information in HubSpot
■Benefits of using this template
For marketing professionals, quickly catching up on lead information is very important.
Being able to promptly grasp lead information allows for swift follow-up, enabling effective customer approaches.
By using this template, notifications are automatically sent to Slack when lead information is added to HubSpot, leading to quicker information acquisition.
It is also effective for sharing information with members.
It contributes to improved transparency of information as members of the same team can easily check information on Slack.
■Notes
・Please integrate Yoom with both HubSpot and Slack.
・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
◼️Overview
When a new lead is registered in Salesforce, a notification will be sent to a specified Slack channel.
You can automatically expand lead information without accessing the chat tool.
Additionally, you can specify any Slack channel for notifications.
◼️Setup Instructions
① Select Salesforce from the app trigger, perform the following settings, and then test and save.
・Action: Select when a new lead is registered in the lead object.
・Trigger Interval: Set to 5 minutes.
・My Domain URL: Enter the specified My Domain URL.
② Press the + mark, select Slack from the operations to integrate with the app, and after the following settings, test and save.
・Action: Select send a message to the channel.
・Channel ID for posting: Select the specified channel ID from the options.
・Message Content: Enter any string, including the output obtained in ①.
・For details on dynamically embedding output, please refer to here.
◼️Notes
・It is necessary to set up account information for integration in each app's operation.
※ For integration (My App Registration), please refer to here.
・Please replace the Slack channel ID for posting and Salesforce setting information with any desired values.
・Salesforce is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connect of the flow bot you set will result in an error, so please be careful.
・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
Automation can prevent human error in creating issues and maintain a stable issue management process.
■Overview
The flow "Create a folder in Box based on a specific post in Slack" is a business workflow that automates the necessary folder creation through the integration of Slack and Box.
By utilizing this workflow, a folder is automatically created in Box when a message containing specific keywords is posted in Slack, enabling efficient file management.
■Recommended for
■Benefits of using this template
■Overview
The flow "Create a card in Trello when a message containing a specific keyword is posted in Slack" is a business workflow that seamlessly integrates communication and task management. For example, when a message containing important project-related keywords is posted in Slack, a card is automatically created in Trello, preventing missed information and overlooked tasks. By utilizing this workflow, information sharing and task management within the team are centralized, leading to improved operational efficiency.
■Who should use this template
■Benefits of using this template
Since a card is automatically created in Trello when a message containing a specific keyword is posted in Slack, you can eliminate the hassle of manually adding tasks.
Cards are added based on the content posted in Slack, maintaining the accuracy of information.
Additionally, by creating important information as cards, you can centralize information and make management easier.
Automation prevents human errors in task creation, enabling efficient task management.
■ Overview
The flow "Automatically create an issue in GitLab when a message containing a specific keyword is received in Slack" is a business workflow that generates issues directly from team communication. This allows important information to be quickly reflected in the project management tool, preventing work omissions and delays.
By automatically creating issues from daily chats, efficient task management is achieved.
■ Recommended for
■ Benefits of using this template
Since issues are automatically created in GitLab when a message containing a specific keyword is received in Slack, the hassle of manual issue registration is eliminated.
Additionally, since issues are created directly in GitLab from Slack messages, centralized information management is possible.
Automation prevents human errors in issue creation and maintains a stable issue management process.
Automation prevents human error in updating files and makes business processes run smoothly.
■Overview
The workflow "Edit Zoom meeting information based on Slack posts" streamlines the process of changing meeting schedules.
Since the task is completed solely through chat operations, convenience is improved.
■Recommended for
■Benefits of using this template
There are many benefits to using the flow that edits Zoom meeting information based on Slack posts.
Firstly, by linking Slack post content with Zoom meeting information, members can quickly respond to changes or updates in meetings.
This enables rapid information sharing and smooth changes to meeting content.
Next, since you can check and edit meeting information directly on Slack, work efficiency is improved.
This allows members to focus on their primary tasks without wasting unnecessary time.
■Overview
The flow of "Updating Google Calendar events based on Slack posts" is a business workflow that automatically manages schedules from daily communication.
It detects important posts and event information on Slack and automatically adds or updates events in Google Calendar based on them.
This facilitates smooth information sharing within the team and reduces the time and effort required for manual schedule management.
In environments where project progress management and meeting schedule adjustments frequently occur, it enables quick event updates, leading to improved business efficiency.
■Recommended for
■Benefits of using this template
Since Google Calendar events are automatically updated based on Slack posts, you can eliminate the hassle of manual schedule management.
Managing important team communication and schedules on a single platform prevents missing information.
Additionally, important changes and new events are immediately reflected in the calendar, allowing the entire team to always share the latest information.
Automation prevents human errors in schedule adjustments, achieving accurate schedule management.
■Overview
The workflow "Update Google Drive file descriptions based on Slack posts" is an automation process aimed at improving team communication and file management efficiency.
By automatically reflecting important information and updates shared on Slack in the description section of the corresponding Google Drive files, centralized information management becomes possible.
This reduces the need for manual updates and creates an environment where the latest information can always be shared across the team.
■Who should use this template
■Benefits of using this template
Since Google Drive file descriptions are automatically updated based on Slack posts, the hassle of manual updates is eliminated.
With Google Drive file descriptions updated based on Slack posts, the entire team can always access the latest information.
Additionally, by establishing a consistent method for updating information, it prevents discrepancies in the team's work.
Automation prevents human errors in file updates, allowing business processes to proceed smoothly.
This is a flow bot that integrates with task management tools to register the due dates of registered tasks in Google Calendar.
The automation flow is expected to improve the efficiency of schedule management tasks.
■Overview
This is a flow to register the due dates of tasks registered in Asana to Google Calendar.
■Recommended for
1. Those who manage tasks with Asana
・Leaders managing project tasks with Asana
・Those who want to streamline the integration between Asana and Google Calendar
2. Those who use Google Calendar for work
・Those who manage project schedules with Google Calendar
・Those who want to automatically link tasks added in Asana to Google Calendar
■Benefits of using this template
Google Calendar allows centralized management of project schedules and easy sharing among members.
However, if you are manually linking tasks registered in Asana to Google Calendar, there is a possibility of input errors or omissions, and you may feel the need for efficiency.
This template allows you to automatically register events in Google Calendar when tasks are registered in Asana.
Since there is no need to switch between Asana and Google Calendar tools, it is possible to streamline schedule management.
Additionally, since task and event information is aggregated in Google Calendar, team members can always check the latest schedule.
■Notes
・Please link both Asana and Google Calendar with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow to register the due dates of tasks registered in Backlog to Google Calendar.
■Recommended for
1. Those who manage projects with Backlog
・Those who centrally manage project tasks and events in Backlog
2. Those who manage schedules with Google Calendar
・Those who use Google Calendar for schedule sharing among teams
■Benefits of using this template
Google Calendar has reminder and notification functions, allowing you to efficiently check the due dates of registered tasks and events.
However, if you manually link tasks added in Backlog to Google Calendar, there is a possibility of missing registrations or transcription errors of due dates.
By using this template, you can automatically register schedules in Google Calendar when tasks are registered in Backlog, preventing human errors. Additionally, the manual registration work to Google Calendar is streamlined, enabling smooth information sharing.
■Notes
・Please link both Backlog and Google Calendar with Yoom.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
This is a flow for registering the due dates of tasks registered in Trello to Google Calendar.
■Recommended for
1. Those who use Trello for task management
・Project managers who manage team tasks with Trello
・Teams that utilize both Trello and Google Calendar to advance their work
2. Those who use Google Calendar for work
・People who manage their schedules with Google Calendar
・Those who want to automate adding tasks to Google Calendar
■Benefits of using this template
By using Google Calendar, the management of tasks and events becomes more efficient.
Additionally, you can receive reminders at the set time, preventing any oversights in your schedule and ensuring smooth progress in your work.
However, if you are manually setting tasks added to Trello into Google Calendar each time, you might find it cumbersome.
This template allows tasks added to Trello to be automatically registered in Google Calendar.
Since manual settings in Google Calendar are unnecessary, it prevents setting omissions or incorrect entries in Google Calendar, thereby enhancing work efficiency.
■Notes
・Please link both Trello and Google Calendar with Yoom.
This can prevent input errors and omissions, and may reduce the time it takes to manually transcribe events.
■Overview
The workflow "Add events created in Google Calendar to Google Sheets" streamlines schedule management.
By managing Google Calendar information as data, it becomes easier to search past records.
■Recommended for
■Benefits of using this template
By linking Google Calendar and Google Sheets, adding events becomes smoother. This supports efficient schedule management and planned business execution.
Additionally, since events are automatically added to Google Sheets, cumbersome manual input tasks are eliminated, reducing the burden.
Furthermore, being able to check multiple events at once makes information sharing among members easier, strengthening the collaboration of the entire team.
Using this system increases work efficiency and provides more time to focus on other important tasks, thereby improving productivity.
■Overview
This is a business workflow that automatically adds new events created in Google Calendar to Microsoft Excel.
It is ideal for those who want to streamline their daily operations by reducing manual input tasks and achieving accurate data management.
■Who We Recommend This Template For
■Benefits of Using This Template
■Overview
The "Add a record to Notion when an event is registered in Google Calendar" workflow is a system designed to utilize schedule information for business management in Notion.
When a new event is added to Google Calendar, its details are automatically reflected in the Notion database.
This facilitates smooth management of schedules and business tasks, making it easier to record work and track progress.
■Recommended for
■Benefits of using this template
When scheduling meetings, you can create events in Google Calendar based on reservation information submitted through Google Forms and notify the details via Slack.
While integration with Google Forms is necessary, automation of workflows can potentially eliminate some processes when checking form responses and setting up events in the calendar.
Additionally, the need for manual sharing when notifying stakeholders of the schedule is eliminated, leading to reduced work time and prevention of errors.
Through automation, it is possible to automatically create events in Google Calendar based on responses from Google Forms.
Information regarding the content and timing of events such as meetings can be extracted from Google Forms, allowing for automatic creation of events in Google Calendar and notifications to all participants.
This enables efficient schedule adjustments and leads to smoother communication with team members and business partners exchanging information via Slack.
By automatically sending Google Calendar events to Slack at pre-set times, it can also be utilized as a schedule reminder function.
The risk of forgetting important meetings is reduced, allowing for smooth operations from preparation to the actual event.
Since the response content from Google Forms is directly reflected, it may eliminate the need for data entry tasks.
By integrating these tools, you can expect more efficient schedule management and enhanced communication!
This time, we introduced the benefits of integrating Google Forms, Google Calendar, and Slack, as well as the workflows that can be automated.
Since it leads to more efficient schedule management and improved communication both internally and externally, be sure to try integrating and automating various workflows!
