How to integrate Slack and Backlog to create an issue in Backlog when a specific message is posted in Slack

In recent years, many companies have been utilizing various tools in the business scene, but are they effectively integrating these tools?
In this article, we will introduce a method to automatically register tasks in Backlog when a specific message is posted on Slack.
This automation can help prevent overlooking important tasks and improve work efficiency by smoothly advancing projects.
If you are looking to speed up your work processes, please read on to the end.

Recommended for

Those who use Slack and Backlog and want to streamline task management
Those who want to prevent errors and miscommunication when registering tasks
Those who want to automate work by integrating different tools

Benefits and Examples of Integrating Slack and Backlog

1. Streamlining Task Management

By integrating Slack and Backlog, you can record conversation-based task instructions directly into the task management tool, simplifying the task management process.
If there is a lot of communication between teams on Slack, it can reduce the effort of creating tasks and improve work efficiency.
For example, in a development team, when specification changes or bug reports are posted on Slack, automatically registering them in Backlog can facilitate smooth prioritization of development tasks.

2. Preventing Task Overlook

By using specific messages posted on Slack as triggers to automatically register tasks in Backlog, you can prevent overlooking important tasks.
It ensures that content often missed in verbal or message exchanges is accurately recorded and shared with the entire team.
For instance, during a project, if a client posts a revision request on Slack, automatically registering it as a task in Backlog can ensure that the revision details are accurately captured and prevent any oversight in response.

3. Improving Information Accuracy

By registering task information exchanged on Slack directly into Backlog, you can prevent errors or omissions due to manual input.
Details are automatically recorded in the tasks, ensuring accurate task content is shared with everyone, which can prevent misunderstandings.
For example, when a client's request is posted on Slack, converting that content into a task ensures accurate recording of the response details, facilitating later review and smooth progress management.

From here, we will set up using Yoom's template 【Create a schedule in Backlog when a reservation is registered on Slack】 as the integration flow.

How to Create a Schedule in Backlog When a Reservation is Registered in Slack

You can automatically create a schedule in Backlog by receiving reservations registered in Slack through Slack's API and using the API provided by Backlog.
By utilizing a no-code tool called Yoom, you can easily achieve this automation without programming knowledge.

The steps for this integration flow are broadly as follows:

Integrate Slack and Backlog with My Apps
Copy the template
Set up triggers and actions
Finally, confirm if the trigger is activated

Preparation

1) First, access the official Yoom website and create an account.
Yoom Account Registration Page
If you already have an account, please log in.

Step 1: Integrate Slack and Backlog with My Apps

1) Once logged into your Yoom account, register the apps you will use next.
Click "My Apps" and select "New Connection."

2) A list of apps that can be connected with Yoom will be displayed. Search for the two apps you will use this time, "Slack" and "Backlog," one by one from the search box at the top.

Once you have selected Slack, choose the destination for posting and click "Allow."

Similarly, once you have selected Backlog, enter the domain within the Backlog URL.

3) Once registration is complete, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed correctly.

Step 2: Copy the Template

Click on this banner.

1) First, click on the "Try this template" icon.

2) The following confirmation screen will appear, so please click "OK".

When this screen appears, the copy has been completed successfully.

After that, you can click on the title or details to edit them.
A "!" icon will appear on the right side, so click them in order to set up the operations.
The copied template is saved in "My Projects" and can be opened from there as well.

Step 3: Set the Trigger

Click on "App Trigger: When a new message is posted in a channel".

Step 4: Set the Slack Action

1) Select the action "When a new message is posted in a channel" and click "Next".

2) Select the trigger activation interval.
The trigger activation interval varies depending on the subscription plan.
Please refer to this for details on each plan.
List of feature limitations and usage limits for each plan | Yoom Help Center (intercom.help)
If the app registration is completed, you can select the channel ID from the options.
After selecting, click "Test", and after the test is successful, click "Save".

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Step 5: Set the Branch

1) Return to the flow and click on the icon "Integrate with App: Branch | Check for keywords for issue registration".

2) Select the action "Branch | Check for keywords for issue registration" and ensure the branch condition is "Message content contains [Task]", then click "Save".

Step 6: Set the Backlog Action

1) Return to the flow and click on the icon "Integrate with App: Add Issue".

2) Select the action "Add Issue" and click "Next".

3) Enter the required information.

You can use the Slack output information obtained earlier to enter the details.
Select the necessary items from the options, and once the input is complete, click "Save".

With this, the flow of "Create a schedule in Backlog when a reservation is registered in Slack" is complete.

Step 7: Test and Verify

Once the setup is complete, the following display will appear, so click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

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Here is the template used this time.

Other Automation Examples Using Slack and Backlog

There are many other examples of automation using Slack and Backlog in Yoom, so here are a few introductions.

1. Add Content Posted on Slack to Backlog
This template allows you to add content posted on Slack to Backlog.
By including department names and project names, you can expect improved efficiency in task management.
Organizing information makes it easier to grasp progress, enhances team collaboration, clarifies task progress and deadlines, and facilitates smooth project operations.

2. Notify with a mention on Slack when a task is added to Backlog
This template allows you to notify with a mention on Slack when a task is added to Backlog.
By including the department name or project name, related members can quickly receive information.
As tasks are shared quickly, it prevents delays, promotes team collaboration, improves communication efficiency, and facilitates smooth problem-solving.

3. Notify Slack when a comment is added to an issue in Backlog
This template allows you to send notifications to Slack when a comment is added to an issue in Backlog.
By including the department name or related project name, the comment content can quickly reach the relevant members.
This enables prompt responses to feedback and corrections, ensuring smooth task progress, enhancing information sharing across the team, and improving the speed of problem-solving.

Summary

This time, we introduced a method to register tasks in Backlog when a specific message is posted on Slack.
By automatically registering the content posted on Slack to Backlog, you can prevent overlooking important tasks and ensure smooth project progress.
Additionally, by receiving notifications on Slack when a task is added to Backlog, you can achieve quick information sharing with relevant members, reducing delays and communication errors in work.
By utilizing Yoom's templates, you can easily automate tasks without programming knowledge.
This makes task management more efficient and strengthens team collaboration, which can speed up work processes.
Please refer to this blog and try integrating Slack with Backlog.