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How to Integrate Applications

2024/12/19

How to integrate Google Sheets with Direct to post a message in Direct when a row is added in Google Sheets

s.nakazawa

In the business environment, rapid information sharing and efficient task management are required. However, the process of manually posting information added to Google Sheets directly is inefficient and poses risks of human error and time lag. By integrating the two tools, automatic posting can prevent time lags and missed posts, reducing the time spent on manually posting messages. This article introduces a method to integrate Google Sheets and direct without code, allowing information to be automatically posted to direct when added. Consider this as a reference when aiming to improve work efficiency and reduce human error. Recommended for: - Those using Google Sheets and direct - Those using Google Sheets and direct but facing challenges in information sharing and progress management - Those considering integrating Google Sheets and direct to prevent information leakage - Those using Google Sheets and direct but have many manual posting tasks and are considering efficiency improvements Benefits and Examples of Integrating Google Sheets and direct Benefit 1: Smooth Information Sharing When managing information with Google Sheets, sharing information with members becomes a challenge. If there is a time lag before the information is disseminated, stakeholders cannot proceed with their work smoothly. By integrating Google Sheets and direct, information is automatically posted as a message when added, facilitating smoother information sharing. For example, when a sales team enters prospective customer information into Google Sheets, it is automatically posted to direct, allowing the follow-up team to act smoothly. Introducing such integration can facilitate information sharing and strengthen collaboration among members. Benefit 2: Prevention of Information Transmission Leaks Even if information is updated in Google Sheets, it is not shared unless members are notified. There is a risk of transmission leaks when sending messages manually. By integrating Google Sheets and direct, messages are reliably posted, preventing information transmission leaks. For example, managers often handle multiple tasks simultaneously, and once information is reflected in Google Sheets, they may be too busy with other tasks to notify members. However, automating posts ensures that notifications are reliably sent to members, reducing the burden on managers. Benefit 3: Efficiency through Reduction of Manual Posts When frequently adding information to Google Sheets, manual posting is inefficient. By integrating Google Sheets and direct, messages are automatically posted, reducing the need for manual message creation and posting. For example, when managing multiple projects simultaneously, notifying stakeholders of task progress and important updates can be time-consuming. Automating the posting process allows the person in charge to focus on other tasks, improving work efficiency. Now, let's introduce the method of using the no-code tool Yoom to "post a message to direct when a row is added to Google Sheets." [About Yoom] How to Post a Message to direct When a Row is Added in Google Sheets This method is achieved by receiving the addition of a row in Google Sheets using the Google Sheets API and posting a message to direct using the API provided by direct. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge. We will create it through the following major processes: - Register Google Sheets and direct as My Apps - Copy the template - Set the trigger for Google Sheets, which is the starting point of the flow, followed by the direct settings - Turn on the trigger button and verify the integration operation between Google Sheets and direct If you are not using Yoom, please register for free from [here](https://lp.yoom.fun/). If you are already using Yoom, please log in.

Step 1: Integrate Google Sheets and direct with My Apps

First, register Google Sheets and direct with My Apps to integrate them with Yoom.

1. In the Yoom management screen, select "My Apps" on the left side and click "+ New Connection".

2. In the following screen, search for Google Sheets and direct respectively and proceed to the next screen.

<For Google Sheets>

・Click "Sign in with Google" on the above screen and select the account to integrate.

・Confirm the account and click "Next".

・Click "Continue" to complete the registration in My Apps.

<For direct>

・Set the Client ID and Client Secret according to the instructions on the above screen, click "Add", and then click "Authorize" on the following screen to complete the registration in My Apps.
※ You can obtain the Client ID and Client Secret from here.

Step 2: Copy the Template

Copy the template for integrating Google Sheets and direct.

1. Open the link below.

2. Clicking "Try this template" will complete the copy.

Step 3: Setting up the Trigger Google Spreadsheet

Set up the trigger action that will start the flow.
This flow is triggered when a row is added in Google Spreadsheet.

1. Select "My Projects" in the Yoom management screen and click "Post a message to direct when a row is added in Google Spreadsheet [Copy]".
*The template title can be changed freely on the next screen.

2. Click "App Trigger When a row is added".

3. Confirm the account linked with Google Spreadsheet and click "Next".
*Other items are set by default.

4. Set the trigger activation interval and Google Spreadsheet settings.
*Trigger activation intervals are available at 5, 10, 15, 30, and 60 minutes, and the selectable time varies depending on the plan.
*For each selected interval, the trigger action is checked on the app, and when the action is executed, the flow bot is activated. If you want to post a message to direct immediately, a short interval setting is recommended.
*Spreadsheet ID and Sheet ID can be selected from "Candidates" displayed by clicking the frame.

*In this case, we created a Google Spreadsheet as shown below and conducted a test.

5. Conduct a test, and if successful, the information retrieved from Google Spreadsheet will be displayed in the output.
If there are no issues, save it.

Step 4: Setting to Post to direct

Finally, set up to post the content added to Google Spreadsheet as a message to direct.

1. Click "Post a message to integrate with the app".

2. Confirm the account linked with direct and click "Next".
*Other items are set by default.

3. Set the Talk ID and message content, and conduct a test.
*If managing Talk ID with Google Spreadsheet, you can select it from "When a row is added" in the output displayed by clicking the frame. (Values are displayed in double brackets) If entering manually, the location for obtaining the Talk ID is explained below the image.
*You can directly input fixed phrases, etc., in the message content. You can also select from "When a row is added" in the output displayed by clicking the frame. (Values are displayed in double brackets) This allows dynamic reflection of content that changes per row.

*If setting the Talk ID manually, please refer to the following.

4. If the test is successful, the message will be posted to the set talk.
If there are no issues, save it.

5. When the trigger is turned ON, a message will be automatically posted to direct whenever a row is added in Google Spreadsheet.

If you have any questions about the flow introduced, please check the help page.

Other Automation Examples Using Google Sheets and Direct

There are many other examples of automation using Google Sheets and Direct in Yoom, so here are a few introductions.

1. Post a Message to Direct When a Row is Updated in Google Sheets

When there is an update to the information managed in Google Sheets, you can automatically post a message to Direct.
By implementing this integration along with the one introduced in this article, the burden of task management will be reduced.

2. Exit from the direct talk when a row is updated in Google Sheets

Staying in talks for completed tasks may increase notifications and hinder concentration on work.
By using this integration, you can manage the exit of members not related to the talk in Google Sheets, preventing unnecessary notifications from disrupting work.

3. Add a record to kintone when a row is added in Google Sheets

When managing customer information and other data with Google Sheets and kintone, transcription work and data consistency can become issues.
By using this integration, you can centrally manage information, enabling consistent data management.

Summary

The integration of Google Sheets and direct can be expected to improve work efficiency.
This automation reduces the process of manually posting messages, prevents delays in information sharing, and reduces human errors such as missed posts.
This will also alleviate the burden of task management.
The integration of Google Sheets and direct can be achieved without coding by using Yoom.
By simply following the steps introduced in this article, it can be easily implemented, so if you feel challenged in sharing information added to Google Sheets, consider incorporating automation into your work.

The person who wrote this article
s.nakazawa
I've been running a personal blog for over 5 years. When writing, it is important to explain the information readers want to know in an easy-to-understand manner. Based on the writing experience I learned in managing a blog, I will introduce how to use and appeal of Yoom, which can automate complex tasks without code, in an easy-to-understand manner.
Tags
Automation
Automatic
Integration
Google Sheets
direct
App integration
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