Let's integrate Yoom with each app next.
This is called "My App Integration". Integrating Google Sheets and Microsoft Teams with My App is very easy!
My App Settings
When you copy the template, you will be taken to a page called "My Project", so select "My App" from the menu on the left side of the screen!
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Let's start by integrating Google Sheets with My App.
Click on New in the upper right corner! Enter "Google Sheets" in the search window, and when the Google Sheets icon appears, click on it!
Select Account page, click on the Google account of the Gmail address to be linked with Yoom!
Next, you will be taken to a page called Login to Yoom, so click Next.
Finally, if you see a page that says Yoom is requesting additional access to your Google account, click Continue and you're done!
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Let's proceed to My App integration with Microsoft Teams.
We recommend logging into Microsoft365 in advance, as the integration will be completed immediately if you are already logged in.
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As before, enter "Microsoft Teams" in the search window and click on the Microsoft Teams icon... and the integration was completed without any screen transition!
It really finished quickly, didn't it!
*Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
With this, My App integration with Google Sheets and Microsoft Teams is OK!
Now that the two apps are integrated with Yoom, let's proceed to the Flowbot settings next.
Google Sheets Trigger Settings
First, prepare the Google Sheets to be integrated with Microsoft Teams and enter the items in advance.
This time, we created a Google Sheets to accumulate inquiry details as shown in the image.
Once the Google Sheets is created, proceed to the next step.
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From My Project on the left side of the screen, click on "[Copy] Notify Microsoft Teams when a row is updated in Google Sheets"! Click Edit in the upper right corner.
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Click on "When a row is updated" on the Google Sheets icon.
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Since the necessary items are already entered by using the template, just make sure the account information is correct.
Click Next.
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First, enter the trigger interval and the spreadsheet ID.
*The trigger interval can be selected from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest trigger interval varies depending on the plan, but a shorter setting is generally recommended.
When you click inside the box, a list will be displayed as shown in the image, so select the Google Sheets you want to integrate with Microsoft Teams.
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The sheet ID below is the tab name, so click inside the box and specify the tab.
Other required items depend on the prepared Google Sheets, so enter them according to the content of the Google Sheets.
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This time, we chose "C=Phone Number" for the column with a unique value and "A=Name" for the column to detect updates.
This way, when the "Name" in column A of Google Sheets is updated, the trigger will be activated, and a notification will be sent to Microsoft Teams!
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Once you fill in the boxes, click Test just below, and if it turns blue and says "Test Successful," proceed to the bottom of the screen.
Output is the place! Here, the contents of the Google Sheets you just test-sent should be displayed.
However, the item names and contents do not match, so change the item names according to the contents.
Changing is easy! When you hover over the content you want to change the item name for, a pen mark will appear, so click on it.
It will be displayed like this, so change it to the item name equal to the value obtained in the test and save! That's it.
Once you have changed the item names for all the contents, don't forget to click Save at the bottom of the screen.
Microsoft Teams Settings
Click on "Send a message to chat" on the Microsoft Teams icon.
Again, since the necessary items are already entered by using the template, just make sure the account information is correct.
Click Next.
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Enter the chat ID according to the red frame in the image! Decide which team's chat to notify and copy and paste it.
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The next setting is the last one! Let's decide what content to notify Microsoft Teams of.
Click inside the box, and when you click on "When a row is updated" on the Google Sheets icon, the contents of the Google Sheets you just test-sent will be displayed.
Click on the content you want to notify and add it!
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This time, we did it like the image! Adding ":" and other symbols to make it easier to read is a tip. Once the message is complete, click Test, and if it turns blue and says "Test Successful," save it.
When you turn on the trigger, the integration between Google Sheets and Microsoft Teams is complete. Good job!
Yoom has many other Flowbot templates available, so please take a look.
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