How to Integrate Applications

2024/10/03

How to integrate Mazrica with kintone and automatically add case actions registered in Mazrica to kintone

m.wadazumi

We will introduce how to automate the registration of project actions by integrating Mazrica and kintone.
This automation will help prevent manual registration errors and maintain accurate project information.
Furthermore, the entire team can access the latest information, ensuring consistent responses.
Additionally, managing project information centrally will reduce the need to switch between apps.
In this article, we will explain the benefits of app integration and how to implement it in detail.

Benefits of Integrating Mazrica and kintone

Benefit 1: Preventing Input Errors Leads to Time Savings

When registering project actions manually, input errors are likely to occur.
By automating this process, you can prevent human errors and maintain accurate project information.
For example, when a project action is registered in Mazrica, it is automatically registered in kintone as well.
This eliminates the need for <span class="mark-yellow">duplicate entries and input errors, saving time on correction tasks.</span>
With this automation, sales representatives can allocate more time to sales activities, improving operational efficiency.

Benefit 2: Access to the Latest Project Action Information

By integrating Mazrica and kintone, project information can be automatically reflected in kintone, allowing the entire team to access the latest information.
This enables the team to respond based on the same project information, allowing for smooth operations without discrepancies.
Additionally, app integration allows for centralized management of project information, reducing the need to switch between apps.
<span class="mark-yellow">The entire team can visualize project actions, clarifying task priorities, making it an effective automation.</span>

[About Yoom]

How to Create a Mazrica and kintone Integration Flow

This time, we will introduce the setting method for the following template: "Automatically add to kintone when a project action is registered in Mazrica."
Using this template eliminates the need to set up automation from scratch, making it convenient.

The process consists of only 4 steps, so it can be set up in 10-15 minutes.

  1. Register Mazrica and kintone as My Apps
  2. Set a trigger to activate when a new case action is registered in Mazrica
  3. Set an action to add a record in kintone
  4. Verify the automation between Mazrica and kintone

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

Step 1: Register Mazrica and kintone as My Apps

Please register Mazrica and kintone as My Apps to link them with Yoom.
By registering as My Apps first, you can easily set up automation.

First, let's register Mazrica as My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Mazrica from "Search by App Name" or find it from the app list.

The following screen will be displayed, so check the explanation and set the "Account Name".

Move to the Mazrica management screen and check the API key under "Administrator Settings" → "API Usage".
Return to the Yoom screen and enter the API key in the "Access Token".

Next, please register kintone as My App.
Refer to the Yoom Help Page for registration instructions.

Once the registration of Mazrica and kintone as My Apps is complete, each will be displayed in My Apps.

Step 2: Set a trigger to activate when a new case action is registered in Mazrica

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

Let's check the screen display below and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, click the relevant part to modify it.
Start with Mazrica settings by clicking "When a project is newly registered".

When the following screen is displayed, let's check the settings.

  • "Title" can be freely changed
  • "Account information linked with Mazrica" → Check if the account is correct
  • "Trigger Action" → When a project action is newly registered

When the following screen is displayed, set the "Trigger Interval" to 5, 10, 15, 30, or 60 minutes.
* Please note that the activation interval of the flow bot varies depending on the plan.

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

Step 3: Set up an action to add a record in kintone

Next, to set up kintone, click "Add Record".
When the following screen is displayed, check the settings.

  • "Title" can be freely changed
  • "Account information linked with kintone" → Check if the account is correct
  • "Execution Action" → Add Record

Move to kintone and enter the item name for the project action.
As an example, the following settings were made.
Please set the item name for the values you want to obtain from Mazrica as desired.

Return to the Yoom screen, check the description, and then set the "App ID".

The item names set in kintone earlier will be displayed, so use Mazrica's output to set the corresponding items for the item names.
Click the arrow in the red frame to display Mazrica's output.
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 4: Verify the automation between Mazrica and kintone

Finally, click "Turn ON Trigger" to complete the automation setup.
Check if the flow bot is starting correctly.

Other examples of automation using Mazrica and kintone

1. When a project is registered in Mazrica, it is automatically added to kintone.
By utilizing this automation, you can keep track of the progress of projects.
There is no need to manually register project information, thus avoiding duplicate registrations.

2. This is a flow where kintone is automatically updated when Mazrica's project information is updated.
By automating the update process, it eliminates the hassle of manual work and saves time.
This automation helps prevent human errors such as omissions or mistakes in updates.

3. This is a flow that automatically creates a client in Mazrica when a row is added in Google Sheets.
Recommended for those managing client information with Google Sheets and Mazrica.
It helps prevent registration errors and maintain accurate information.

Summary

By utilizing the integration of Mazrica and kintone, you can automate the registration of project actions and avoid input errors.
This can lead to reduced working hours and improved operational efficiency.
Additionally, you can easily obtain the latest project information, making it easier to understand the situation and enabling accurate decision-making.
Try experiencing automation with Yoom.

No special skills are required for Yoom's app integration, and it can be easily connected.
If you're interested, please register for free here.

The person who wrote this article
m.wadazumi
I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom. While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society. I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.
Tags
Integration
Automation
Mazrica
kintone
Automatic
App integration
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