"Managing data sharing and notifications manually is time-consuming and often leads to forgetfulness..." Are you facing such concerns?
Especially as information like team schedules and form data continues to grow, finding efficient ways to share it can be quite challenging. Imagine how much easier it would be if you could automate the sending and forwarding of such data using Slack! This time, we will introduce several methods of automation that will significantly boost your work efficiency. If you try this, you won't need to send notifications manually every time information is updated, saving you a lot of hassle.
If you're interested in any of these methods, you can easily try them out, so be sure to check them out!
For those who want to try it quickly
Yoom provides templates for automating workflows using Slack! If you want to try it right away, click the banner below to get started!
■Overview The "Notify Slack when a contact is updated in Apollo" workflow is a business workflow that integrates Apollo and Slack using Yoom. When contact information in Apollo is changed, a notification is automatically sent to Slack, allowing the entire team to quickly share the latest information. This improves the speed of information sharing, enabling quick responses and decision-making.
■Recommended for ・Those who use Apollo for customer management and want to quickly notify the team when information is updated ・Sales or marketing personnel in teams using Slack who want to automatically share the latest contact information ・Team leaders or managers who want to improve the efficiency of information sharing and reduce manual notification tasks ・Those who want to shorten work time and focus on other important tasks by automating business flows
■Notes ・Please integrate Yoom with both Apollo and Slack. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
Various Ways to Automatically Send and Forward Data to Slack
There are various ways to automatically send and forward data to Slack. Here are some methods we've picked out for you to check out!
By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience sending and forwarding data to Slack automatically. Registration takes just 30 seconds, so feel free to give it a try!
Automatically Send and Forward Data from Database/CRM Services to Slack
This is recommended for those using Apollo for customer management who want to quickly notify their team when information is updated, or for sales and marketing professionals who want to automatically share the latest contact information with their team using Slack.
■Overview The "Notify Slack when a contact is updated in Apollo" workflow is a business workflow that integrates Apollo and Slack using Yoom. When contact information in Apollo is changed, a notification is automatically sent to Slack, allowing the entire team to quickly share the latest information. This improves the speed of information sharing, enabling quick responses and decision-making.
■Recommended for ・Those who use Apollo for customer management and want to quickly notify the team when information is updated ・Sales or marketing personnel in teams using Slack who want to automatically share the latest contact information ・Team leaders or managers who want to improve the efficiency of information sharing and reduce manual notification tasks ・Those who want to shorten work time and focus on other important tasks by automating business flows
■Notes ・Please integrate Yoom with both Apollo and Slack. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
This flow notifies on Slack when the opportunity phase is completed in Salesforce.
■Caution ・Please link Yoom with both Salesforce and Slack. ・Triggers can be set to initiate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on your plan. ・Salesforce is an app available only on the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, operations or data connections set by the flowbot will encounter errors, so please be mindful of this. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use applications that are normally restricted.
This is recommended for those who want to smoothly check the information submitted in forms and for those who use Slack regularly to share information quickly.
When a form is submitted to Hubspot, notify Slack.
Automatically Send and Forward Schedule Tool Data to Slack
Recommended for business professionals who want to automate schedule sharing and notifications, as well as team leaders looking to improve information sharing efficiency.
Automatically post to the Slack channel at a fixed time every day.
■Overview This is a flow that automatically posts to a Slack channel at a fixed time every day. The posting date, time, channel, and message content can be freely customized.
■Overview The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Recommended for ・Teams that use Google Calendar and Slack on a daily basis ・Business professionals who want to automate schedule sharing and notifications ・Managers and team leaders who want to improve the efficiency of information sharing ・Anyone spending time on manual notification tasks
■Notes ・Please connect Yoom with both Google Calendar and Slack. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
Let's Create a Flow to Automatically Send and Forward Data to Slack
Let's get started with creating a flow to automatically send and forward data to Slack! This time, we'll use Yoom to proceed with the setup without any coding, so if you don't have a Yoom account yet, please issue one from this registration form.
[What is Yoom]
This time, we will create a flow bot that notifies Slack when a contact is updated in Apollo!
The creation process is broadly divided into the following steps:
Integrate Slack and Apollo with My Apps
Copy the template
Set up triggers in Apollo and actions in Slack
Set the trigger to ON and complete the preparation for flow operation
■Overview The "Notify Slack when a contact is updated in Apollo" workflow is a business workflow that integrates Apollo and Slack using Yoom. When contact information in Apollo is changed, a notification is automatically sent to Slack, allowing the entire team to quickly share the latest information. This improves the speed of information sharing, enabling quick responses and decision-making.
■Recommended for ・Those who use Apollo for customer management and want to quickly notify the team when information is updated ・Sales or marketing personnel in teams using Slack who want to automatically share the latest contact information ・Team leaders or managers who want to improve the efficiency of information sharing and reduce manual notification tasks ・Those who want to shorten work time and focus on other important tasks by automating business flows
■Notes ・Please integrate Yoom with both Apollo and Slack. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
■Overview The "Notify Slack when a contact is updated in Apollo" workflow is a business workflow that integrates Apollo and Slack using Yoom. When contact information in Apollo is changed, a notification is automatically sent to Slack, allowing the entire team to quickly share the latest information. This improves the speed of information sharing, enabling quick responses and decision-making.
■Recommended for ・Those who use Apollo for customer management and want to quickly notify the team when information is updated ・Sales or marketing personnel in teams using Slack who want to automatically share the latest contact information ・Team leaders or managers who want to improve the efficiency of information sharing and reduce manual notification tasks ・Those who want to shorten work time and focus on other important tasks by automating business flows
■Notes ・Please integrate Yoom with both Apollo and Slack. ・The trigger can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan.
When the screen shown in the image below is displayed, the template copy is complete.
Step 3: Set up Apollo Contact as a Trigger
In this step, we will configure the settings to use Yoom's API to automate the trigger when a contact is updated in Apollo!
Click on the area within the red frame below.
A screen to select the linked account and action will be displayed, so make sure there are no mistakes with the Apollo account you are linking this time!
The following screen will be displayed, so set the trigger interval. You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes for the trigger interval.
※ Depending on your plan, the shortest interval for setting the trigger may vary, so be sure to check that. It is generally recommended to use the shortest interval for that plan.
This time, we edited the test contact for "Taro Yamada" below.
Click "Test" and the following screen will be displayed. The content of Apollo will be displayed in the retrieved value as shown in the screen below. After this, you can use the content of these values as input! ※ For more details on the retrieved value, please check here.
After a successful test, click "Save".
Step 4: Receive Notifications on Slack
Set up to receive notifications on Slack when a contact is updated in Apollo!
Click on the red frame below!
Next, the API connection settings will be displayed. Select the destination channel ID where you want to receive notifications from the candidates displayed below the input field as shown in the image below!
In the message section, use the information obtained from Apollo as input from the "Retrieved Value" as shown in the image below!
After entering, click "Test" to check if the content you entered is actually sent to Slack! Once you confirm the content on Slack, click "Save".
Step 5: Set the Trigger to ON and Prepare for Flow Operation
By clicking on the red frame "Set Trigger to ON" on the screen below, the flow bot will automatically start.
Thank you for setting up!
Other Automation Examples Using Slack
Convenient Automation Examples Using Slack
You can notify email content or records, and create boards or projects based on Slack posts.
Create a board in Miro based on the content of a Slack post.
■Overview The workflow "Create a board in Miro based on Slack's post content" streamlines data entry tasks. A board is automatically created in Miro from the content posted in Slack, reducing the effort of data input.
■Who we recommend this template to ・People who communicate daily on Slack ・Those looking to take quick actions from Slack posts ・Teams that utilize Miro boards for information sharing ・Anyone who wants to visualize tasks or ideas quickly ・Project managers using Miro as a tool to support project management ・Those aiming for smooth communication using the integration between Slack and Miro
■Cautions ・Please integrate both Slack and Miro with Yoom. ・You can select the trigger intervals among 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
■ Summary The workflow 'Create a project in Asana based on the content of a Slack post' helps in project management. Projects can be created in Asana with only chat operations, improving work efficiency.
■ Recommended for those who ・Want to perform effective project management using Slack and Asana ・Want to quickly share task details and track project progress ・Are looking for a mechanism where all team members can quickly check task details ・Use Slack as a communication tool daily ・Want to manage projects on Asana while properly tracking task progress on Slack
■ Notes ・Please link each of Slack and Asana with Yoom. ・Triggers can be set at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, and 60 minutes. ・Please note that the shortest trigger interval depends on the plan.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan.
In our busy workdays, we want to avoid spending more time on sharing and managing information. By utilizing Slack to automatically notify your team about updates to databases, forms, and scheduling tools, you can free yourself from tedious manual tasks and share important information immediately. Once you set up the automation flow, you can save time and use it more effectively. This method is perfect for busy business professionals.
Try automating with this blog and take a step towards streamlining your work!
I worked as a customer support representative at a web marketing company for about three years. I spent a lot of time managing customer information and internal data, which was quite challenging until I discovered Yoom. I strongly feel that I wish I had encountered Yoom, which is easy to use even without programming knowledge, much earlier. I hope it can be of assistance to others who are struggling with similar efficiency issues in their work!
