Google スプレッドシートとNinoxの連携イメージ
How to Integrate Applications

2024/12/18

How to integrate Google Sheets with Ninox to automatically delete a record in Ninox when a row is updated in Google Sheets

s.miyamoto

Would you like to automate record management and reduce time costs?
Integrating Google Sheets with Ninox can potentially enhance business efficiency.
By automatically deleting Ninox records when a row is updated in Google Sheets, you can reduce the hassle of data management and help prevent human errors.
The app integration introduced in this article requires no programming and can be easily implemented, so please give it a try.

Recommended for

  • Sales representatives who use Google Sheets and Ninox together in their work and want to achieve quick information sharing
  • Team leaders who manage data with multiple IT tools and want to reduce human errors
  • Project managers who want to streamline inventory and customer information management to reduce time costs

Benefits and Examples of Integrating Google Sheets with Ninox

Benefit 1. Streamlining Data Management and Reducing Hassle

Manually deleting duplicate data or unnecessary information is time-consuming, labor-intensive, and prone to errors.
By introducing automation, unnecessary records on the Ninox side are deleted when a row is updated in Google Sheets, eliminating the need for operations on the Ninox side, including verification tasks.
Especially when using multiple tools, data changes are immediately reflected, and management is centralized.
For example, when updating a customer database, unnecessary old records are automatically deleted on Ninox, allowing field staff to always use the latest information.

Benefit 2. Preventing Human Errors

When organizing data manually, human errors are unavoidable. For example, you might accidentally delete the latest data or leave old information intact.
This automation system is expected to prevent human errors by automatically deleting records on the Ninox side based on data update rules.
As a specific example, when updating a product inventory list on Google Sheets, records of discontinued products are automatically deleted from Ninox, preventing incorrect inventory information from remaining on site.

Benefit 3. Achieving Real-Time Information Sharing

When business flows span multiple tools, timely data reflection can become difficult.
However, by introducing this automation, Ninox records are deleted at the timing of data updates in Google Sheets, creating an environment where the latest information can always be shared.
For example, when the sales department updates the results of negotiations on a spreadsheet, records of lost or unnecessary cases are automatically deleted from Ninox, allowing related departments to immediately grasp the information.
This is expected to prevent business stagnation due to information transmission leaks or sharing delays.

Now, let's explain how to automatically delete Ninox records when a row is updated in Google Sheets using the no-code tool Yoom.
[What is Yoom]

How to Summarize Content Added to Google Sheets in Ninox

It is possible to achieve this by receiving updates to rows in Google Sheets using the Google Sheets API and automatically deleting specified records in Ninox using the API provided by Ninox. Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.

This time, we will create it in the following major processes.

  • Integrate Google Sheets and Ninox with My Apps
  • Copy the template
  • Set triggers in Google Sheets and actions in Ninox
  • Set the trigger to ON and complete the flow operation preparation

If you are registered with Yoom, please log in. If you are not registered, please proceed with the settings after registering for free

Step 1: Integrate Google Sheets and Ninox with My Apps

First, integrate Google Sheets and Ninox with My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen, then select "+ New Connection" to display the app search field.

Search for and click on Google Sheets.‍


Click "Sign in with Google" and sign in.

Once access is granted, the integration is complete.

Next, search for and click on Ninox.

For "Account Name," enter any name you like (e.g., Yoom Test).
For "API Key," enter the API key issued by Ninox.

To obtain the API key, log into Ninox, click the gear icon at the top right of the screen, and follow the sequence "Ninox settings" → "Integrations" to display the API keys page.
Click "+ New API Key" on this page to issue an API key.
Click the icon to the right of the API key to copy it, and enter it on the Yoom screen.
Finally, click "Add" on the Yoom screen to complete the integration.

Next, let's proceed with the setup using a template.
Log into Yoom and click "Try it" on the banner below.

"Template has been copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Set the Trigger

Set the trigger for Google Sheets. Click "When a row is updated".

Next, check the "Account information to integrate with Google Sheets".
You can freely edit the title, but do not change the trigger action and click "Next".

Configure the connection details.
You can select "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.
"Spreadsheet ID" and "Sheet ID" can be quoted from the URL by referring to the annotations or select the relevant sheet from the suggestions that appear when you click the field.
Set the table range and column settings while referring to the sheet where the data is stored.
Once everything is set, click "Test".

Ensure that the data from the spreadsheet is displayed in the output and click "Save".

Step 3: Set the Action

Set the action for Ninox. Click "Delete Record".

As before, perform optional title editing and account information verification, and proceed by clicking "Next" without changing the action.

Select the relevant items from the suggestions that appear when you click the fields for "Workspace ID", "Database ID", and "Table ID".
Enter the value of the "Record ID" for the corresponding record in Ninox.
Once the setup is complete, click "Test" to verify that the data has been deleted in Ninox.
If there are no issues, click "Save".

Click "Turn on Trigger" to complete the preparation for flow operation.
Now, when a row is updated in Google Sheets, the record in Ninox will be automatically deleted.

Other Automation Examples Using Google Sheets

1. Add ToDo Object to Google Sheets When Registered in Salesforce

When a ToDo object is registered in Salesforce, the information is automatically reflected in Google Sheets.
This setup ensures a smooth reflection of ToDo information, supporting progress management and task visualization. Manual transcription is no longer necessary, which is expected to streamline task management.

2. Add to Google Spreadsheet when a ticket is created in Zendesk

When a ticket is created in Zendesk, its details are automatically added to a Google Spreadsheet.
This ensures that ticket information is accurately and automatically organized, facilitating smooth progress management of inquiries. It supports information sharing among multiple teams and is expected to improve response efficiency.

3. Register Business Card Data in Sansan When a Row is Added in Google Sheets

When a row is added in Google Sheets, the information is automatically registered as business card data in Sansan.
This establishes a system that smoothly converts information from the spreadsheet into business card data, eliminating the need for manual registration. It enables the sales team to quickly utilize the latest customer information.

Summary

The integration of Google Sheets and Ninox is a powerful means to streamline data management, prevent human errors, and enable real-time information sharing.
It is especially beneficial for those who use these tools in their work, as it can reduce effort and improve the quality of operations.

Yoom's app integration can be easily implemented without programming. Achieve automation simply with no-code and enhance your work efficiency.

The person who wrote this article
s.miyamoto
I have approximately 5 years of experience in the customer success industry for foreign companies. We will continue to disseminate useful content on a daily basis based on field issues cultivated from various standpoints, such as operators and managers. Using Yoom, we will continue to deliver content that can be used in the field, such as hints to improve the customer experience!
Tags
Google Sheets
Ninox
Integration
Automatic
Automation
Related Apps
App integration
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