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[About Yoom]
Integration Flow of Google Sheets and Miro
Now, let's introduce the steps to actually integrate Google Sheets with Miro.
The specific setup procedure is as follows.
- Setting the App Trigger
- Miro Settings
- Google Sheets Update Settings
Preparation
After copying the template, as a preliminary step, you need to register the Google Sheets and Miro apps from Yoom's "My Apps".
If they are already registered, please proceed to "Step 1: Setting the App Trigger".
<Procedure>
1. After logging into Yoom, click "+ New Connection" from the "My Apps" menu on the left.
2. Search for the app name, enter the necessary login information, and register the app.
Once the Google Sheets and Miro apps appear in the My Apps list, preparation is complete!
Let's proceed to the detailed settings!
Step 1: Setting the App Trigger
First, click on the initial setting "When a row is updated".
On the first page, check the account information that has been pre-linked.
Other items do not need to be changed, so click "Next" as is.
On the next page, set the Google Sheets ID and range.
<span class="mark-yellow">Especially for the "Column with Unique Values", make sure to set a column with unique values.</span>
If there are duplicate values within the column, it may not function correctly.
Once all items are entered, click "Test" to check for any errors.
If the test is successful, the specified Google Sheets items will be reflected as output.
If there are no issues up to this point, click "Save" to complete the trigger settings.
Step 2: Miro Settings
Next, click "Create a Card on the Board".
On the first page, as with the trigger settings in Step 1, confirm the appropriate account information and click "Next".
On the next page, proceed with the detailed settings to create a card on the board.
Only the "Board ID" is a required input field, and other fields can be filled in if necessary.
For example, as shown in the image above,
- backgroundColor→#fff9b1
- title→Integration Test
- date→{{today_%Y-%m-%d}}
Setting it this way will create a card on Miro as shown in the image below.
Click "Test" and if no errors occur, click "Save" to complete the Miro settings.
Step 3: Google Sheets Update Settings
Finally, click "Update Record".
On the first page, first check the account information.
Then, enter the Google Sheets information to update the record in the database linkage item and click "Next".
On the next page, proceed with the detailed settings for the update.
This is for "Updating the row that matches condition ① to the value of ②", so use the output information to set it up.
For example, if you set it up as shown in the image above, the "WidgetId" column of the newly added row in Google Sheets will automatically have the widget ID of the automatically created card entered.
Once the necessary fields are filled out, click "Test" to check for errors. If there are errors, correct them according to the content.
Once all errors are resolved, click "Save" to complete all settings!
Once all settings are complete, a popup like the image above will appear.
When the trigger is turned ON, the flow will be executed.
Other Automation Examples Using Google Sheets and Miro
In addition to the flow introduced this time, you can achieve various business automations by using the APIs of Google Sheets and Miro.
All of them can be used with simple settings, so if you find something you're interested in, please give it a try!
Other Automation Examples with Google Sheets and Miro
You can create a board in Miro or create sticky notes when a row is added in Google Sheets.
Also, when a row is updated, it is possible to create a line on the Miro board.
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