How to integrate Mazrica with Jooto to automatically add actions registered in Mazrica to Jooto
How to Integrate Applications
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2024-12-25
How to integrate Mazrica with Jooto to automatically add actions registered in Mazrica to Jooto
y.matsumoto
When managing project progress and using both Mazrica and Jooto tools, transferring the same information can be very labor-intensive. Additionally, manual data entry increases the risk of human errors such as input mistakes and omissions. This article introduces how to integrate Mazrica and Jooto and automatically add Mazrica's project actions to Jooto! By using this method, you can reduce manual work and minimize the risk of errors. We will clearly explain the steps to integrate apps without programming using Yoom, so please read to the end.
Benefits of Integrating Mazrica and Jooto
Benefit 1: Improved Work Efficiency!
Manually transferring information from Mazrica to Jooto is very time-consuming and labor-intensive. By integrating Mazrica and Jooto, actions registered in Mazrica are automatically transferred to Jooto, potentially reducing the hassle and complexity of entering data into multiple tools. This allows for smoother business processes and can ultimately speed up work. Additionally, it saves time, allowing you to allocate time to important tasks such as handling new projects and customer service.
Benefit 2: Improved Data Consistency and Accuracy!
When entering the same data into multiple tools, there is a possibility of input errors or omissions. Such human errors can often negatively impact business processes. By integrating Mazrica and Jooto, data synchronization between Mazrica and Jooto is automated, ensuring that the latest information is accurately reflected, maintaining data consistency, and preventing human errors. This improves the accuracy of customer service and project management, leading to increased customer satisfaction.
[What is Yoom]
How to Integrate Mazrica and Jooto with Yoom
From here, we will introduce how to create a flowbot using Yoom to integrate Mazrica and Jooto and achieve the above benefits! Let's automate your work using the flowbot that "adds actions registered in Mazrica to Jooto". By using a template with pre-set action content, anyone can easily integrate apps without code.
〈How to Start with Yoom〉 ・Click on " View Details" on the banner of the template below. ・Click the " Try This Template" button at the bottom of the migrated screen and proceed with Yoom registration!
When this screen is displayed, please click "OK".
Step 1: My App Integration
First, register Mazrica and Jooto in Yoom's My Apps.
1. How to register Mazrica Click "My Apps" on the left column and search for Mazrica from "New Connection".
Refer to the annotations, enter the account name and access token, and click Add.
2. How to register Jooto Next, search for Jooto from "New Connection".
As before, refer to the annotations, enter the account name and access token, and click Add.
This completes the My Apps registration! Make sure the icons for Mazrica and Jooto are displayed.
Next, copy the template to My Projects and create a Flowbot. If you haven't copied it yet, please copy the Flowbot template from below.
1. Hover over the banner and click "View Details" 2. Click "Try This Template" on the redirected page 3. Register for Yoom ※ If you have already completed registration, the login screen will be displayed, so please log in.
Step 2: Set Up App Trigger
From here, we will edit the Flowbot template.
First, edit from the item "When a project action is newly registered".
The above screen is already set, so no changes are needed! Please proceed to the next step as it is.
Please select the trigger activation interval from 5 minutes/10 minutes/15 minutes/30 minutes/60 minutes. ※ Please note that the shortest activation interval varies depending on the plan.
Please set the project type and action purpose as desired. (It's okay to leave it blank!)
If the test is successful, the information registered in Mazrica will be reflected as output. Check if the output is correctly reflected and click "Save".
Step 3: Add a Task to Jooto
Next, click on the item "Add Task".
This page is also already set, so no changes are needed. Please proceed to the next step as it is.
The task name is already set. ※ Explanation) By setting the task name as above, when a project action is newly posted in Mazrica, that "task" can be automatically added to Jooto. ※ How to set) Click inside the frame and click the "task" in "When a project action is newly posted". {{Task}} will be entered.
After setting, perform the test and click "Save".
Finally, the above screen will be displayed, so click "Turn On Trigger".
This completes the Flowbot to "Add to Jooto when a project action is registered in Mazrica".
Other Automation Examples Using Mazrica and Jooto
Yoom offers many more templates utilizing Mazrica and Jooto. This time, we will introduce three recommended flow bots from among them! Let's see what kind of automation can be achieved.
1. A flow that sends template emails using Mazrica's contact information. It eliminates the hassle of manually creating emails, making it ideal for those who want to streamline workflows within the team.
2. This is the flow for registering a contact in Mazrica when a Google Form is submitted. It is expected to reduce manual input work and prevent human errors.
3. This is a flow where after a meeting ends on Zoom, the meeting is transcribed and summarized, and then added to Jooto. It aims to save the effort of summarizing and notifying, thereby improving work efficiency. Even those who could not attend the meeting can quickly grasp the key points as the summary is automatically notified.
Summary
In this article, we introduced a method to automatically add Mazrica's project actions to Jooto by integrating Mazrica and Jooto using Yoom. How was it? By utilizing the flowbot created this time, you can reduce manual work and lower the risk of errors. By using Yoom for app integration, you can automate various tasks. In addition to Mazrica and Jooto, it is possible to integrate with numerous other apps, so please check out this list of flowbots!
The person who wrote this article
y.matsumoto
Until now, I have experienced sales and sales office work in the human resources industry.
Based on my experience in my previous job, I feel that the problems faced by various companies can be reduced by “automating operations.”
Through Yoom, we will continue to send out information on a daily basis so that we can solve your problems even a little bit!
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.