How to Automate Accurate Information Sharing by Integrating SPIRAL and LINE WORKS

[What is Yoom]

Integration Process

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

※Guidance

• You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest activation interval you can choose varies depending on the plan, so please check in advance.

• A two-week free trial is available with the paid plan. During the trial period, you can also use apps and AI features (operations) that have usage restrictions in the free plan.

How to Create an Integration Flow for SPIRAL and LINE WORKS

Things to Prepare in Advance

We have listed the items necessary for integration.

SPIRAL

• SPIRAL account information (required for operations from the management screen)
• 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 location for data managed within the application.

LINE WORKS

• Client ID
• Client Secret
• Scope
  • Please log in to the LINE WORKS Developer Console with an account that has administrator privileges.
  • ＞Help: How to Register My App for LINE WORKS (API2.0)
• Bot ID
  • ＞LINE WORKS Official: Create a Bot
  • ＞LINE WORKS Developers Management Screen
• Talk Room ID
  • Click the three-dot leader in the upper right to obtain the channel ID. When the menu opens, click the channel ID to display the ID.

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 this time from the search window and proceed with My App registration.

SPIRAL

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

• Account Name
  • Please enter any value. It is recommended to use a value that can identify the account, such as an email address.
• Access Token
  • Enter the value obtained during preparation. Official site: API Agent Management

After entering the required fields, click the Add button to complete the My App registration for SPIRAL.

LINE WORKS

When you select LINE WORKS from the search results, you will be taken to a screen to enter the values required for integration.

Enter the information obtained from the LINE WORKS Developer Console into each field and click the Add button.

＞Help: How to Register My App for LINE WORKS (API2.0)

This completes the My App registration for LINE WORKS.

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 set up to retrieve information from the SPIRAL database.

(1/2) Select Integration Account and Action

This item is already pre-configured.

• Title of the App Trigger
• App
• Account information integrated with SPIRAL
• Trigger Action

→ Click Next.

(2/2) API Detailed Settings for App Trigger

• Trigger Activation Interval
  • Set the activation interval for the Flowbot.
  • You can choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. *The shortest activation interval varies depending on your plan.
• 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 perform the operation to add values retrieved from SPIRAL as output.

• SPIRAL fields will be displayed. Click the blue plus button next to the field 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 fields will be displayed on the right. After selecting, click "Add" at the bottom right.

→ Click Save.

Step 4: Integrate with App "Send Message"

Click on the second step of the template.

Here, you will set up notifications to LINE WORKS.

(1/2) Select Integration Account and Action

This is already pre-configured.

• Title of the App Trigger
• App
• Account information integrated with LINE WORKS
• Trigger Action

→ Click Next.

(2/2) API Connection Settings

• Bot ID
  • Click the edit field to display bot candidates. If you have already created a bot, selecting the bot will quote the ID.

‍

• If you are creating a bot from now, please refer to the official LINE WORKS article.
• ＞LINE WORKS Official: Create a Bot
• ＞LINE WORKS Developers Management Screen

• Talk Room ID
  • Click the three-dot leader at the top right of the LINE WORKS talk room. A menu will open, and clicking the channel ID will display the ID. Obtain the ID and enter it in the edit field.

‍

• Message

• Create a template message for notification.

• Click the edit field to display the outputs added in the previous operation. Selecting them allows you to embed the quote code within the template message. It is recommended to enter the field name before the quote code so that team members can easily recognize it when displayed.

→ Click Test. → Success

→ Click Save. This concludes the current step.

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 at the top left of the template.

<span class="mark-yellow">The Flowbot setup was easily completed without programming.</span> I confirmed the notification on LINE WORKS.

The Flowbot template used this time is here.

Make the Most of It! 3 Automation Picks Using SPIRAL

SPIRAL can be integrated not only with LINE WORKS but also with other apps, further expanding the scope of automation.

1. Automatically Create Folders for Registered Clients in SPIRAL

When you register a client in SPIRAL, a corresponding folder is automatically created in Google Drive. This eliminates the need to manually create folders and establishes a system for efficient file management for each customer. This ensures a consistent workflow.

2.   Automatically Register SPIRAL Information to Google Calendar

Based on the information registered in SPIRAL, you can automatically create schedules in Google Calendar. This saves the trouble of manual input, reduces the risk of registration errors, and makes schedule management more accurate and smooth.

3.   Automatically Send Contracts from SPIRAL via CloudSign

Based on the data selected in SPIRAL, you can create and automatically send contracts via CloudSign. This eliminates the need for manual input, prevents input errors and omissions, and improves the accuracy of contract creation. As a result, a system is realized that allows you to proceed with contract operations with confidence.

Summary

As introduced in this article, by using Yoom's Flowbot template, you can easily integrate SPIRAL and LINE WORKS without any programming. This automation reduces manual workload and prevents transcription errors and notification omissions, thereby enhancing the accuracy and efficiency of operations.

<span class="mark-yellow">It can be implemented with simple setup steps, making it recommended for those new to automation.</span> Utilize this Flowbot to help improve your operations. You can try it from the banner below!

Well, see you again!