How to Integrate Applications

2024/10/02

How to integrate Mazrica with the input form feature to automatically register information sent to the input form in Mazrica

y.matsumoto

Using Mazrica when managing project progress allows for detailed management of information related to business partners, making it very convenient.
However, manually entering contact information into Mazrica each time a response is received from an input form is inefficient and may increase human risk.
This article introduces how to register contacts in Mazrica when an input form is submitted by integrating Yoom with Mazrica!
By utilizing this method, you can reduce the hassle of manual input and prevent human errors.
We will provide a detailed guide on how to automate tasks easily without programming knowledge using Yoom's Flowbot, so please read to the end.

Benefits of Automating Registration to Mazrica with Yoom

Benefit 1: Reduce the hassle of data entry

For sales representatives, manually entering data is very time-consuming.
Especially, accurately registering customer information in Mazrica's contacts takes time and requires careful attention to avoid mistakes.
However, by automating registration to Mazrica using Yoom, the information submitted in the input form can be quickly registered in Mazrica, eliminating the need for manual input.
This reduces the time spent on input tasks, allowing sales representatives to focus on other important tasks such as customer service and sales activities.
As a result, it is expected to improve overall work efficiency and enhance the productivity of the entire team.

Benefit 2: Improve data accuracy

Manual data entry inevitably carries the risk of human error.
However, by automating the input process using Yoom, the contents of the form can be automatically entered into Mazrica's contacts, minimizing the possibility of human errors.
This allows for accurate registration of important data such as customer information, preventing future troubles and the need for corrective actions.

What is Yoom?

Yoom is a next-generation automation tool designed for those who want to streamline their daily administrative tasks and improve work efficiency! API integrations can be challenging for non-engineers, but Yoom eliminates the need for technical expertise or complex coding, allowing you to manage apps intuitively in one place with ease.

Sign Up for Yoom Here – Quick and Easy in Just 30 Seconds!

How to Automate Registration to Mazrica Using Yoom

Now, let's create a Flowbot titled "Register contacts in Mazrica when an input form is submitted" using Yoom to achieve the above benefits!
We will use a template with the basic settings already completed, so you can easily create it without programming knowledge!

※To use the template, first register with Yoom!
・Click "View Details" on the banner of the template below.
・Click "Try this template" at the bottom of the screen and proceed with the registration for Yoom. (If you have already completed the registration, please log in from the login screen.)

The template has been copied, please click OK.

Step 1: My App Integration

First, let's integrate the Mazrica you usually use into Yoom's My App!
Click on the "My App" tab on the left and then click "+ New Connection".

Please enter Mazrica in the search box.

The new registration screen for Mazrica will be displayed, so please refer to the annotations and enter the account name and access token.
Once entered, click "Add".
The integration with Mazrica's My App is complete!

Step 2: Setting Up Form Trigger

Now, let's edit the contents of the flow bot that "registers a contact in Mazrica when the input form is submitted"!

Click on the "Contact Registration" item in the form trigger.

This page is already set up.
It is set up to obtain name, email address, phone number, address, and company name.
Please modify the items according to the content you want to obtain as Mazrica's contact information.
Once the form editing is complete, click "Next".

On this page, you will confirm the form display and perform detailed settings.
Please set the sample values for each item when referring to the output.
*The above image is an example of input.

Once the settings are complete, click "Save".

Step 3: Register Mazrica's Contact Information

Next, click on the "Register Contact Information" item.

This page is already set up.
If there are no issues with the account information to be integrated, click "Next" to proceed.

Next, set up the API connection.
Please set each item you want to register. (You can refer to the output information obtained in Step 2.)

*Explanation) By setting it as above, you can automatically register the "Name" entered in Yoom's form as a contact in Mazrica.
*How to set) Click inside the box and click "Name" in "Contact Registration". {{Name}} will be displayed inside the name box.
When actually registered as a contact in Mazrica, it will be displayed as {{Name}}→Taro Sato.

Email address, phone number, and address are also set in the same way.
Conduct a test, and if successful, click "Save".

Finally, the above screen will be displayed, so turn "Trigger ON" and start the flow bot!
This completes the flow bot that "registers a contact in Mazrica when the input form is submitted".

Introduction of Other Flow Bots Using Mazrica

In addition to the flow introduced this time, we will introduce three convenient automation flows from the flow bot list.
By using Yoom, you can also utilize these flows to support the efficiency of your work.
Please try the following flows as well!

1. This is a flow that automatically adds to Google Sheets when a project action is registered in Mazrica.

By utilizing this flow, it becomes unnecessary to manually add, which can improve work efficiency.
It is also expected to be useful for project analysis and information sharing across the team.

2. This is a flow where a contract is automatically generated and sent via DocuSign when a Mazrica project action is registered.
By utilizing this flow, contracts can be sent automatically, allowing for quick completion from agreement to document delivery.

3. This is a flow that allows you to automatically send template emails using Mazrica's contact information in Gmail.
You can set the content of the email in advance, allowing you to save the time spent creating emails and use it for other tasks.
Recommended for those who want to simplify the process of sending template emails.

Summary

In this article, we introduced a method to integrate Yoom with Mazrica and register a contact in Mazrica when an input form is submitted.
By utilizing this method, you can reduce the effort of manual input and expect to prevent human errors.
With Yoom, automation can be easily achieved without programming knowledge. Please use it to improve your business efficiency.
Start integrating with Yoom for free
Additionally, Yoom can integrate with various applications other than Mazrica.
Please check the list of flowbot templates below to see what kind of tasks can be automated.
List of Yoom Flowbot Templates

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!
Tags
Mazrica
Automation
Integration
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