How to integrate Re:lation with Slack to receive notifications in Slack when a new ticket is created in Re:lation

Many customer support staff want to minimize delays and oversights in handling inquiries. By using Yoom to integrate Re:lation with Slack, once a ticket is created in Re:lation, detailed information about the ticket is automatically notified to Slack, enabling quick and appropriate responses to inquiries. By customizing the message content to suit operations, it becomes easier to grasp ticket details at a glance, making it easier to share with team members. This article explains how to set up an automated flow to notify Slack when a new ticket is created in Re:lation and the benefits of implementing it. By incorporating it into your operations, you can achieve smooth information sharing and prompt and accurate customer support, so please take a look.

Recommended for

Those who have implemented Re:lation and Slack
Personnel who want to prevent delays and oversights in handling inquiries
Support team leaders facing challenges in information sharing across multiple departments
Those who want to strengthen team collaboration using Re:lation and Slack

Benefits and Examples of Integrating Re:lation and Slack

1. Improved Response Speed

When a new ticket is created in Re:lation, it is automatically notified to Slack, allowing support staff to quickly address the inquiry. For example, even during busy periods with a large number of inquiries, receiving information quickly through Slack notifications can prevent oversights in responses. Providing accurate and prompt answers can lead to improved customer satisfaction and reliability.

2. Easier Information Comprehension

By utilizing Slack's notification feature to receive detailed information when a ticket is created in Re:lation, you can quickly determine the priority of inquiries. For example, by including the ticket status in the message when notifying Slack of the ticket content, you can efficiently manage inquiries that require priority handling. Enabling appropriate responses according to the situation may strengthen the trust relationship with customers.

3. Achieving Smooth Information Sharing

Since all relevant team members can share the creation of a ticket in Re:lation through Slack notifications, information transmission becomes smoother. For example, when receiving a technical inquiry in Re:lation, all stakeholders, including development members, can understand the situation through Slack notifications. By notifying detailed information within Re:lation, even if the person in charge is absent, other members can easily take over the response, potentially eliminating time loss in information comprehension. Let's create a flow bot using the template "Notify Slack when a new ticket is created in Re:lation." [Yoom Overview]

How to Notify Slack When a New Ticket is Created in Re:lation

It is possible to achieve this by receiving the creation of a new ticket in Re:lation using Re:lation's API and notifying a specific channel in Slack of the new ticket creation on Re:lation with any content 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. The work until the flow is completed proceeds as follows:

Integration of Re:lation and Slack My Apps
Copying the template
Setting triggers in Re:lation and settings in Slack
Turning the trigger ON

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

・Integrate Re:lation and Slack with My Apps

(1) First, connect Re:lation to My Apps.
After logging into your Yoom account, click on "My Apps" in the left column and search for Re:lation from "New Connection".

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(2) Search for and click on the Re:lation app icon.

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(3) Enter the "Account Name" and "Access Token", then click [Add].
The first Re:lation connection is now complete.

(4) Next, let's connect Slack.
Search for and click on the Slack app icon in the same way as before.

(5) On the next screen, confirm that the workspace you want to integrate is displayed.
You can change the workspace from the dropdown in the top right corner.

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(6) Review the access information and specify the channel to post to at the bottom of the screen.
After selecting the channel from the dropdown, click [Allow].

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This completes the second app integration with Slack.
For more information on registering Slack with My Apps, please check this page.
Details on how to check the Slack channel ID can be found on this page.

After clicking, you will be taken to the My Apps screen of your Yoom account with the two apps added.
Both apps are now connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app to your Yoom account is complete, click on the icon for "Try this template" in the template below.

The template will be copied, so click the "OK" button.

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Please move to the "My Projects" screen of your Yoom account and check the template content.

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There are three setup flows.

・Re:lation Trigger Settings

(1) First, set up the Re:lation app trigger.

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From "My Projects" on the left side of your Yoom account screen, click "【Copy】Notify Slack when a new ticket is created in Re:lation".

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After clicking, the template content will be displayed as shown in the screen below.

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(2) First, click on the trigger "When a new ticket is created".

(3) Enter the account information to be linked and click [Next].

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(4) On the next screen, set the "Trigger Activation Interval".
Select any of the following for the "Trigger Activation Interval": 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ The trigger activation interval varies depending on the plan, so please be careful.

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(5) Enter the information for "Subdomain" according to the annotation.
When you click the input bar for "Inbox ID", information based on the linked account will be displayed as 'candidates', so select the appropriate ID.

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(6) After entering the information, click [Test], and if there are no issues, click [Save].
In this step, you can obtain the following information as output.
The output information can be quoted and utilized in subsequent steps, as noted in "This value can be used in other operations."

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(7) Next, click on the second action "Get Ticket Details".

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(8) Confirm that the account information to be linked is entered and click [Next].

(9) On the next screen, enter the information in the "Subdomain" and "Inbox ID" fields.
For "Ticket ID", as shown in the image below, you can quote the output obtained in the previous step by clicking the input bar.

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(10) After entering the information, click [Test], and if there are no issues, click [Save].

・Slack Settings

(1) Finally, click on the third action "Send a message to the channel".

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(2) Enter the account information to be linked and click [Next].

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(3) On the next screen, specify the "Channel ID to post to".
When you click the input bar, channels based on the linked account will be displayed as 'candidates'.
Note that to send a message to any channel in Slack, you need to have the Yoom app installed in the relevant channel beforehand.
For details, please check this page.

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(4) After specifying the Channel ID, enter the content you want to notify in the "Message".
As shown in the image below, you can also quote the output obtained from the previous step.
If you want to attach a link to the message, please refer to this page to try the settings.

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(5) After entering the information in the required fields, click [Test], and if there are no issues, click [Save].
This completes the setup.

・Turn on the Trigger

By clicking the red-framed "Turn on Trigger" part of the screen below, the flow bot will start automatically.

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Here is the template used this time

Other Automation Examples Using Re:lation and Slack

There are other examples of automation using Re:lation and Slack on Yoom, so here are a few introductions.

When a Ticket is Created in Re:lation, Generate a Response with Dify and Notify on Slack

This flow is recommended for those who want to check the response generated by Dify on Slack.
The response content is automatically generated for the ticket body, which can improve the speed of customer support.
The response content created by Dify can be checked from Slack, making it easier to grasp the information.

Notify Chatwork when a new ticket is created in Re:lation

Notifications are sent to your regular Chatwork, making it easier to check the progress of inquiries and contributing to improved work efficiency for the entire team.
It also facilitates smooth communication with members working remotely.

Notify Discord when a new ticket is created in Re:lation

Quickly notify when a ticket is newly created in Re:lation, enabling prompt and efficient handling.
This not only reduces working time but also allows for timely responses, leading to improved customer satisfaction.

Summary

By incorporating the app integration of Re:lation and Slack introduced this time, you can expect to improve the efficiency of inquiry handling and achieve smooth information sharing with related members.
Additionally, by notifying Slack based on the content of Re:lation, you can prevent delays and omissions in responding to inquiries.
Furthermore, by notifying detailed information, the time to grasp the situation can be shortened, and by speeding up responses to inquiries, customer satisfaction can be improved.

Please take advantage of Yoom to experience automation through app integration.