How to integrate Mazrica with Microsoft Excel to add a project action in Microsoft Excel when it is registered in Mazrica

Step 1: Integrate My App

‍Integrating My App first will make the subsequent settings proceed smoothly.
First, let's integrate Mazrica and Yoom that you are using.
Select My App → New Connection from the left side of the Yoom page.

Search for Mazrica.
An API key is required for integration.
You can confirm it by proceeding from the administrator settings at the bottom of the left menu on the Mazrica side.

Next, integrate Microsoft Excel.
When the sign-in screen appears, enter your email address and password.
※Microsoft 365 (formerly Office 365) has a home plan and a general business plan (Microsoft 365 Business), and there is a possibility of authentication failure if you are not subscribed to the general business plan.

It's okay once both apps are integrated into My App.

‍Step 2: Set Triggers and Actions

‍This time, we will use this template.
Open the template page and click 'Try this template'.
If you are using Yoom, log in, and if you are new, register as a member.
As you proceed, the template will be automatically copied to your workspace.
You can change the template name as needed.
Click My Projects on the left, and the template you just copied will appear.
Click the ellipsis (...) on the right and select Edit.

This time, we will proceed with the following two steps.
Let's set it up together!

Things to Prepare

A Microsoft Excel sheet to transcribe Mazrica's project actions.
The headers are set as follows.
(The headers are based on the output that can be obtained in the subsequent flow setting screen.)

Now, let's set up the app trigger.
Select "When the application is approved".
You can change the title to make it easier to understand.
Check the account information to be integrated.
Keep the trigger action as it is and proceed to the next step.

• Trigger Activation Interval: You can choose from intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
  ※The selection of activation intervals varies depending on the plan.

Let's register a test project action in Mazrica here.
I registered it as follows.

Return to the Flowbot settings, click Test, and if the Mazrica project action content is reflected in the output, save it.
Next, click "Add Record".
Check the account information to be integrated here as well.
Keep the action as it is and proceed with the database integration.

Set the remaining items as well.

Proceed to the next step, and select the values of the records to be added from the output as follows.

Set the other items as well.

Scroll down and set the remaining items.

Test this as well, and if there are no issues, save it.
Let's check on the Microsoft Excel side.

It was successfully reflected!
Finally, turn on the app trigger to complete.
Thank you for your hard work.
Even someone like me who is not familiar with programming was able to proceed easily.
Here is the Flowbot used this time ↓

Other Automation Examples Using Mazrica and Microsoft Excel

There are many other examples of automation using Mazrica and Microsoft Excel on Yoom, so let me introduce a few.

1.A flow that adds a case action registered in Mazrica to Zendesk.
This is recommended for those who use Mazrica for case management and Zendesk for customer support.
By using this automation, information sharing with other departments will be smoother.

※Zendesk is an app available only with the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be aware.

2.This is a flow to register a contact in Mazrica when the input form is submitted.
It registers the information in Mazrica using the input form, preventing errors from manual entry.
You can also share the form with clients for them to fill out.

3.This is a flow for sending template emails in Outlook using Mazrica's contact information.
It can be quite a task to refer to Mazrica's contact information and draft the content every time you send an email.
By using this flow, you can automatically send template emails, which can be useful if you have many clients.

Summary

This time, we introduced a "Flowbot that adds to Microsoft Excel when a project action is registered in Mazrica".
By integrating Mazrica with Microsoft Excel, you can expect to reduce manual work, prevent errors, and promote information sharing within the team.
Additionally, by utilizing Yoom, you can easily create integration flows without programming knowledge.
Be sure to try integrating Mazrica with Microsoft Excel.

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