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2024/12/19

How to integrate Google Sheets with Confluence to delete a page in Confluence when a row is updated in Google Sheets

k.ueno

In today's business environment, organizing and managing information is becoming increasingly important.
For those who use Google Sheets and Confluence on a daily basis, automating the process of updating and deleting information can be a significant advantage.
By making it easier to organize information, you can reduce confusion caused by unnecessary information and lessen the burden on information management staff by reducing the frequency of information organization.
This article explains how to set up an automation flow that deletes a Confluence page when a row is updated in Google Sheets, and the benefits of implementing it.

Recommended for

  • Those who use Google Sheets and Confluence and want to improve work efficiency by integrating the two applications
  • Those who feel challenged by the tasks of updating and managing information
  • IT personnel who want to streamline the process of deleting or updating outdated information
  • Team leaders who want to centralize progress management

Benefits and Examples of Integrating Google Sheets and Confluence

1. Promotes Information Organization

By integrating Google Sheets and Confluence, unnecessary pages on Confluence can be automatically deleted, maintaining a constantly organized state of information.
For example, when task completion or closed project information is updated in Google Sheets, the related Confluence page is automatically deleted.
This ensures that old information and unnecessary pages do not remain, and information is clearly managed.

2. Reduces the Risk of Referring to Incorrect Information

By not leaving old documents, the risk of team members referring to incorrect information is reduced.
For example, in a development project where product specifications are frequently updated, old information can cause mistakes.
If the relevant Confluence page is automatically deleted according to the status change in Google Sheets, only the latest information remains, potentially eliminating the risk of personnel inadvertently working based on incorrect information.

3. Streamlines Work

By automating tasks, the effort of manually searching for and deleting unnecessary pages is eliminated, which can improve work efficiency.
For example, when the progress status in Google Sheets is updated at the end of a seasonal project, the related page on Confluence is automatically deleted.
This eliminates the need for manual organization and duplicate page checks, allowing more time to be allocated to other important tasks.

Now, let's create a flow bot using the template "Delete a Confluence page when a row is updated in Google Sheets".

[About Yoom]

How to Delete a Confluence Page When a Row is Updated in Google Sheets

This can be achieved by receiving information via the Google Sheets API when a row is updated in Google Sheets, and automatically deleting the relevant page or content via the Confluence API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

The work to complete the flow proceeds as follows.

  • Integrate Google Sheets and Confluence as My Apps
  • Copy the template
  • Set triggers in Google Sheets and configure Confluence
  • Turn the trigger ON

For those who have not used Yoom, please register for free here.
If you are already using Yoom, please log in.

・Integrate Google Sheets and Confluence with My Apps

(1) First, connect Google Sheets to My Apps.
After logging into your Yoom account, click "My Apps" on the left panel and search for Google Sheets from "New Connection".

Search for and click on the Google Sheets app icon.

(2) Click "Sign in with Google" to proceed to the account selection screen, and choose the account you want to link from the management accounts on the right.
After selection, proceed to the sign-in screen and complete the authentication.
The first Google Sheets connection is now complete.

(3) Next, integrate the Confluence app.
Select Confluence in the same way as registering Google Sheets with My Apps.

(4) Proceed to the Confluence login screen, enter the email address registered with your account, enter your password, and click [Login].

(5) On the next screen, enabling "Two-Factor Authentication" is optional.

After clicking or completing the setup, move to the My Apps screen of your Yoom account with the two apps added.
Now, the two apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app is complete in your Yoom account, click the icon for "Try this template" below.

The template will be copied, so click the "OK" button.

Move to the "My Projects" screen of your Yoom account and check the template contents.

There are two setup flows.

・Google Spreadsheet Trigger Setup

(1) First, set up the Google Spreadsheet app trigger.

From "My Projects" on the left side of your Yoom account screen, click "【Copy】When a row is updated in Google Spreadsheet, delete the page in Confluence".

After clicking, the template contents will be displayed as shown in the screen below.

In this example, we will use the following Google Spreadsheet with test data inserted for setup.

(2) First, click on the trigger "When a row is updated".
(3) Enter the account information to be linked and click [Next].


(4) On the next screen, enter information such as "Trigger Interval" and "Spreadsheet ID".
Select any of the following for "Trigger Interval": 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The trigger interval varies depending on the plan, so please be careful.

(5) For the "Spreadsheet ID" and "Sheet ID" fields, click the input bar to expand the information obtained from the account as "candidates" as shown in the screen below.
Let's also make use of this information.

(6) After entering the information, click [Test] and if there are no issues, click [Save].
In this step, you can obtain the following information as output.
The output information can be quoted and utilized in the subsequent steps, as noted in "This value can be used in other operations."

・Confluence Setup

(1) Finally, click the second action "Delete Page".

(2) Enter the account information to be linked and click [Next].

(3) Enter information such as "Cloud ID" on the next screen.
Click the input bar to expand the content obtained from the account as "candidates", and select the relevant information from this.

(4) In the "Content ID" field, click the input bar to select the output.
As an example, below is a reference to the output [Page ID] obtained from the previous step.
(Please set any information that is pre-configured in Google Spreadsheet.)

(5) After entering the information, click [Test] and if there are no issues, click [Save].
This completes the setup.

・Turn on the Trigger

By clicking the red frame part "Turn on the Trigger" on the screen below, the flow bot will start automatically.

Here is the template used this time

Other Automation Examples Using Google Sheets and Confluence

There are other examples of automation using Google Sheets and Confluence available on Yoom, so here are a few introductions.

Create a Page in Confluence When a Row is Added in Google Sheets

When information is added to Google Sheets, a page can be automatically created in Confluence. This allows for automatic page creation for each customer and project when starting a transaction with a new customer, thereby streamlining information management.

Add a Footer Comment to a Confluence Page When a Row is Added in Google Sheets

If you manage Confluence information in Google Sheets, you can add a footer comment to Confluence simply by adding a row in Google Sheets.
This eliminates the need to manually enter comments in Confluence, reducing work time and preventing transcription errors.

Delete a Ninox Record When a Row is Updated in Google Sheets

This flow allows you to automatically delete a Ninox record in response to updates in Google Sheets.
By eliminating the need for manual record verification and deletion, it reduces the workload of information management and minimizes the risk of retaining incorrect information due to human error.

Summary

By integrating Google Sheets and Confluence as introduced this time, you can reduce the effort and time required for information organization and management tasks by the person in charge.
Additionally, the automated process makes it easier to delete or update outdated information than before, allowing you to focus on more important tasks, thereby contributing to improved productivity for the entire team.

Please refer to the steps introduced in this article and utilize Yoom to experience automation through app integration.

The person who wrote this article
k.ueno
Until now, as customer support, we have made efforts to resolve users' questions and concerns. I was moved to learn that by using Yoom, tasks that are becoming increasingly complicated on a daily basis will progress quickly! From now on, we will continue to distribute content with easy-to-understand content so that people who aim to improve work efficiency can use the service smoothly.
Tags
Google Sheets
Confluence
Automation
Integration
Automatic
App integration
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