How to link kintone with Slack to notify mentions directed to you in kintone on Slack

In improving business efficiency, the speed and accuracy of information sharing are extremely important. By integrating kintone with Slack and implementing a system that sends notifications to Slack when mentioned in kintone comments, it is possible to share information in real-time and prevent oversights. This article clearly explains the benefits of this API integration and specific use cases. If you want to further enhance the efficiency of information transmission and task management in your daily work, please read to the end.

Recommended for

Those who are considering using kintone and Slack in their daily work to improve the efficiency of information sharing
Those who are managing multiple projects simultaneously and want to prevent task oversights and omissions
Project managers working in environments where inter-departmental information sharing and quick responses are required
Team leaders or members who want to ensure they catch important mentions in a remote work environment
IT personnel at companies who want to integrate kintone notifications with Slack to efficiently manage tasks in real-time

Benefits and Examples of Integrating kintone and Slack

Benefit 1: Real-time notifications enable quick responses

When you are mentioned in kintone comments, notifications are sent to Slack, allowing for real-time information sharing and quick responses. For example, even if a task progress check or an urgent question is posted in kintone comments, you can immediately confirm it through Slack notifications. This greatly reduces the risk of members missing mentions, ensuring smooth project progress and improving response capabilities in emergencies.

Benefit 2: Prevent task oversights and reduce work omissions

With Slack notifications, you can reliably grasp mentions directed at you, preventing task oversights and work omissions. For instance, even when managing multiple projects simultaneously, Slack notifications based on kintone comments create an environment where you can focus on priority tasks. This ensures more reliable task management, leading to overall business efficiency improvement.

Benefit 3: Strengthen inter-departmental collaboration and streamline operations

The integration of kintone and Slack facilitates smooth collaboration between different departments and streamlines business operations. For example, when the sales department shares customer response progress using mentions in kintone comments to communicate with the technical or support departments, quick responses are possible through Slack notifications. This system is particularly effective in projects involving multiple departments, enhancing overall cooperation.

Now, let's explain how to use the no-code tool Yoom to notify Slack when you are mentioned in kintone comments.

[What is Yoom]

How to Notify Slack of Mentions Directed at You in kintone

It is possible to achieve this by receiving records registered in the kintone database using kintone's API and notifying the specified Slack channel of the registered record data using Slack's API. Generally, programming knowledge is required to achieve this, but it can be easily accomplished without programming knowledge by using the no-code tool Yoom.

This flow will proceed in four main steps.

・Register kintone and Slack as my apps
・Copy the template
・Set up the kintone trigger as the starting point and the subsequent Slack notification
・Turn on the trigger

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Here is the template we will use this time.

Step 1: Integrate kintone and Slack with My Apps

Let's register kintone and Chatwork with My Apps.
By completing the My Apps registration first, you can set up automation smoothly.

First, let's register kintone with My Apps.
Start by accessing the My Apps menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

Next, enter kintone in the search box and select "kintone" from the displayed options.
At this time, "kintone (Guest Space)" will also be displayed, but we will use "kintone" for this process.

A screen like the one in the image below will be displayed, so enter the information that can be obtained from kintone.
Please refer to the help article below for the service integration method.

How to Register My Apps for kintone

If an error is displayed during integration, please check the article below.

Main Causes and Solutions for Unable to Register My Apps for kintone

Once the input is complete, click "Add".

Once kintone is displayed on the My Apps screen, the My Apps registration is complete.

Next, register Slack with My Apps.
Similar to the kintone My Apps integration, click "My Apps" on the left side of the screen,
and click "New Connection" on the right side of the screen.

Enter Slack in the search box and click Slack from the displayed options.

A screen like the one in the image below will be displayed, so click "Allow" within the red frame.

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If you can confirm that Slack is displayed in My Apps, the My Apps registration is complete.

Step 2: Copy the Template‍

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

Step 3: Setting the kintone trigger as the starting point and the subsequent Slack notification

Proceed with the settings in Yoom's Flowbot.
Click on the red-framed area in the image below.
On the screen for selecting the linked account and action, confirm that there is no mistake with the kintone account you are linking this time, and click "Next".

Set up the reception of Webhook events in kintone.
※ For detailed setup instructions, please check here.

Once the setup is complete, click "Test" → "Save".

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In the branching section, actions are set to diverge based on whether it is addressed to you or not in kintone.

Next, click on the red-framed area below and set up the subsequent Slack settings if your name is included in the comment.

Proceed with the input as the screen shown in the image below is displayed.

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When you click on each input item, the output obtained from the linked app is displayed.

By using the output, you can easily input the necessary information.
Select and input the Slack member ID from the output.

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You can also use the output in the messages received on Slack.
In the image below, inputs are made to confirm the "Record URL", "User who commented", and "Comment".

Once the input is complete, click "Test" → "Save".

Step 4: Turn on the trigger and confirm the integration automation‍

Finally, the following screen will be displayed, so turn on the trigger. The Flowbot will start automatically.

This completes the automation setup. The template used this time is below.

Other Automation Examples Using kintone and Slack

① Issue and Send Invoices via Email with One Click from kintone

This is a flow to issue and send invoices via email with one click from kintone. By implementing this flow, you can automate these invoicing tasks and achieve significant time savings.

② Register the content of inquiry emails received in Gmail to kintone

This is a flow to register the content of inquiry emails received in Gmail to kintone. By utilizing the important insights gained from inquiries through this integration, an improvement in customer satisfaction can be expected.

③ Add content posted in a specific Slack room to Google Docs

This is a flow for adding content posted in a specific Slack room to Google Docs. It is recommended for those who conduct business communications on Slack and share information within the team using Google Docs.

Summary

By integrating kintone with Slack, you can dramatically improve work efficiency and the quality of information sharing. Implementing a system that allows you to receive mentions directed to you on Slack immediately enables you to respond quickly without missing important tasks or inquiries. Please refer to the steps in this article and try setting up the integration with no code.
At Yoom, we aim to automate various tasks, so be sure to check out our other templates!