SPIRALとGoogle Chatの連携イメージ
How to Integrate Applications

2024/12/06

How to integrate SPIRAL with Google Chat to automatically notify by quoting newly added information

k.hieda

"I wish there was a system that would automatically notify Google Chat whenever new data is registered in SPIRAL." <br/>
"If we could share important data immediately, we could take the next action more smoothly." <br/>
"It would be reassuring to have a system that prevents manual transcription and notification omissions." <br/>
Have you ever thought like this? <span class="mark-yellow"> We want to avoid spending time on information sharing tasks, but we become cautious because mistakes can have wider impacts. </span> Our no-code "SPIRAL × Google Chat" integration flow bot can solve these issues.
By using this system, you can efficiently share information with your team after setting it up. In this article, we will clearly explain the benefits and specific setup methods of this integration, so please read to the end.

Recommended for

This flow bot is perfect for the following people.

  • Those who want to reduce the hassle of information sharing because they manually transcribe SPIRAL data
  • Those who want to prevent input errors and notification omissions and share information accurately
  • Those who want to reduce the hassle of regularly checking SPIRAL and grasp necessary information in a timely manner
  • Those who use SPIRAL and Google Chat

Benefits and 3 specific use cases of notifying Google Chat when a record is registered in SPIRAL

In the e-commerce industry, it is required to smoothly proceed with various tasks such as product management, customer service, and delivery arrangements. This time, based on the challenges faced by e-commerce operation teams, sales departments, and delivery teams, we will introduce the specific effects obtained by integrating SPIRAL and Google Chat.

1. Smooth information sharing by reducing manual work

<span class="mark-yellow"> By introducing a system where SPIRAL data is automatically notified to Google Chat, there is no need to manually transcribe and share new order information. This reduces the hassle of work and minimizes the risk of input errors and notification omissions. </span>
For e-commerce operation teams who want to accurately convey product data and campaign information to the entire team, this will be a great help. For example, if new order information can be notified in real-time on Google Chat every time it is registered, the operation team will not need to regularly check SPIRAL, making it easier to grasp the necessary situation. This allows for smooth progress in the next steps, such as inventory checks and delivery preparations.

2. Flexible customization to accommodate a wide range of tasks

<span class="mark-yellow"> In this automation, the notification content can be customized. By incorporating the citation code for each item obtained in SPIRAL into a template, notifications can be set to focus on the information needed for each department. This allows for accurate sharing of information tailored to the needs of each department. </span>
In the sales department, receiving new order data in real-time on Google Chat allows for smooth handling of inquiries and adjustment of sales plans. For example, when a large order or an order meeting specific conditions is registered, it becomes easier to consider appropriate actions triggered by it.
This flexibility will help smooth the overall flow of operations.

3. Preventing task delays with prompt notifications

<span class="mark-yellow"> When new information is registered in SPIRAL, automating notifications to Google Chat eliminates the need for manual transcription. This prevents human errors such as input mistakes and notification omissions that often occur during sharing. Accurate information is shared quickly, allowing for immediate next actions. </span>
In the delivery team, receiving order confirmation information in a timely manner allows for accurate reflection in the shipping schedule. This reduces the risk of delivery delays while avoiding manual errors, ultimately leading to improved customer satisfaction.

From here, <span class="mark-yellow"> we will explain the automation setup method for "notifying Google Chat when a record is registered in SPIRAL" using Yoom's flow bot template. </span>

[What is Yoom]

Integration Process

  • Register My App to Yoom (SPIRAL and Google Chat)
  • Copy the template
  • Set up app triggers and integrate apps
  • Turn on the trigger button to start integration

※Notice

  • You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest activation interval varies depending on the plan, so please check in advance.
  • Paid plans include a two-week free trial. During this period, you can also use apps and AI features (operations) that have usage restrictions in the free plan.
  • Integration with Google Chat is only possible with Google Workspace.

Help: How to send a message to a space in Google Chat

How to Create an Integration Flow for SPIRAL and Google Chat

Items to Prepare in Advance

The items necessary for integration are summarized below.

SPIRAL

  • SPIRAL account information (operation from the management screen is required)
  • Access token
    • Log in to SPIRAL and access the management screen.
    • Proceed to "Account Issuance" > "API Agent" and create a new API agent.
    • When you create an API agent, an API key (access token) will be issued.
    • After issuance, enable the status to make it usable.
      Official site: API Agent Management
  • App
    • Refers to applications within SPIRAL.
  • Database to add records
    • Refers to the database within SPIRAL, which is the storage destination for data managed within the application.

Google Chat

  • Since integration with Google Chat and Yoom can only be performed by someone with administrator privileges on Google Cloud Platform, please request the administrator to integrate Yoom and Google Chat.

>Help: How to Register My App in Google Chat (OAuth)

Step 1: Register My App

Here, you will set up to register the app information to be integrated into Yoom. Log in to the Yoom workspace and click + New Connection on the My Apps screen.

A list of apps that can be connected to Yoom and a search window will be displayed. Search for the app to be integrated from the search window, and then register My App.

SPIRAL

Click the app name from the search results. A screen will be displayed to enter the values obtained from SPIRAL.

  • Account Name
    • Please enter any value. A value that can identify the account, such as an email address, is recommended.
  • Access Token

Enter the required fields and click the Add button to complete the registration of My App in SPIRAL.

Google Chat

Select Google Chat (OAuth) from the search results.

Click Sign in with Google and select the Google account to integrate.

Enter the information obtained from Google Cloud Platform in each field and click the Add button.

>Help: How to Register My App in Google Chat (OAuth)

This completes the registration of My App in Google Chat.

Step 2: Copy Yoom's Flow Bot Template to My Project

Click this banner.

The template will be copied to My Project. You can access My Project from the left menu bar.

Step 3: App Trigger "When a Record is Created"

Click on the first step of the template.

Here, you will configure the settings to retrieve information from the SPIRAL database.

(1/2) Select Integration Account and Action

This item is already pre-configured.

  • App Trigger Title
  • App
  • Account Information for Integration with SPIRAL
  • Trigger Action

→ Click Next.

(2/2) API Detailed Settings for App Trigger

  • Trigger Interval
    • Set the interval for Flowbot activation. You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
  • App ID
    • Click the edit field to display app candidates. Selecting the relevant app will quote the ID.
  • Database ID
    • Click the edit field to display database candidates. Selecting the relevant database will quote the ID.

→ Click Test. → After success, add values to the SPIRAL database fields. Click the "Add Value to Retrieve" button.

Clicking will display the JSONPath specification screen. Here, you will add the values obtained from SPIRAL as output.

  • SPIRAL items will be displayed. Click the blue plus button next to the item you want to use for notifications to add it as an output. It will be available for use when setting up the notification content later.
  • The added items will be displayed on the right. After selecting, click "Add" at the bottom right.

→ Click Save.

Step 4: Integrate with App "Send Message to Channel"

Click on the second step of the template.

Here, you will configure the notification settings for Google Chat.

(1/2) Select Integration Account and Action

This is already pre-configured.

  • App Trigger Title
  • App
  • Account Information for Integration with Google Chat
  • Trigger Action

→ Click Next.

(2/2) API Connection Settings

  • Space Resource Name
    • Click the edit field to open a dropdown displaying the names of integrated Google Chat spaces. Selecting a space name will quote the ID.
  • Message Content
  • Create a template for the notification.
  • Click the edit field to open a dropdown displaying the outputs obtained in the previous step. Selecting the content to send to Google Chat will automatically quote the embedded code. Entering the item name before the quoted code makes it easier to understand.

→ Click Test. → Success

→ Click Save. This concludes the steps for this process.

Step 5: Turn ON the App Trigger

Once all steps are configured, a completion screen will be displayed.

Turn ON the Trigger to activate the Flowbot. You can toggle it from the top left of the template.

<span class="mark-yellow">The Flowbot setup was easily completed without programming.</span> The Flowbot template used this time is here.

Make More Use of It! 3 Automation Picks Using SPIRAL

SPIRAL can integrate not only with Google Chat but also with other apps, further expanding the scope of automation.

1 Automatically Create Folders for Each Client! Reduce Effort

When you register a client with SPIRAL, a corresponding folder is automatically created in Google Drive. This ensures a consistent folder creation process and prevents naming errors and inconsistencies in management rules. Additionally, it reduces the time spent manually creating folders, allowing you to allocate more time to other important tasks.

2. Streamline Data Entry by Integrating Google Sheets with SPIRAL

When a new row is added to a Google Sheet, the data is automatically registered in SPIRAL. This eliminates the need for manual data entry, reducing the time and effort required for data input. Additionally, the risk of input errors is minimized, making it easier to share accurate data with other members.

3 Automatic Synchronization of Google Spreadsheet Updates with SPIRAL

When you update data in a Google Spreadsheet, it is automatically reflected in SPIRAL's records. This mechanism eliminates the need for manual input and prevents input errors. Additionally, since the data is synchronized with almost no time lag, the latest information can always be shared with the team.

Summary

By integrating SPIRAL with Google Chat, you can easily build a system to reduce effort and share information accurately and quickly. With Yoom's flow bot, you can set it up without any programming knowledge. Use the scenarios introduced here as a hint to improve the efficiency of your company's operations. Why not implement this flow bot right away and enhance the productivity of your entire team?

See you again!

The person who wrote this article
k.hieda
10 years as a web planner and director. When I worked for a web production company, my main focus was on proposing modifications and operation plans to clients and proceeding with production. I'm currently a parallel worker. We produce blogs in Yoom's content division, and receive external public relations projects for companies in our individual business. Since we are starting a private lodging, we aim to thoroughly improve the efficiency of routine work!
Tags
SPIRAL
Google Chat
Integration
Automation
Automatic
Notification
App integration
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