How to Integrate Applications

2024/10/23

How to integrate WordPress with kintone to add entries to kintone when a post is published on WordPress

r.suzuki

In today's digital age, it is essential to utilize various tools to streamline operations. Among these, efficiently managing blog and content information can lead to significant improvements in efficiency. This time, we will introduce a flow that automatically adds posts to kintone when they are published on WordPress. By integrating WordPress and kintone, we aim to reduce manual data entry, make effective use of time, and enhance the productivity of the entire team. Additionally, we will explain a method that allows for integration settings without the need for programming, so please refer to it. Benefits of Integrating WordPress and kintone Benefit 1: Centralized Information Management and Improved Operational Efficiency By automatically adding WordPress post content to kintone, content is centrally managed. This allows the person in charge to not have to check both WordPress and kintone, making it easy to search within kintone and quickly verify or analyze data related to posts. For example, when a blog post published by the marketing department is automatically added to kintone, the sales department can quickly search for the latest content within kintone, which can be utilized in business negotiations. In this way, smooth information sharing between the marketing and sales departments is facilitated, and an improvement in customer response speed can be expected. Benefit 2: Reduction of Manual Errors and Improvement of Data Accuracy After posting on WordPress, there is no need for manual kintone registration work. Automation is expected to reduce the time spent on data transcription tasks and prevent omissions or human errors in post content. For example, after the public relations department publishes an article on WordPress, there is no need to manually register it in kintone. Therefore, duplicate registrations or entry errors due to manual transcription can be prevented, and an improvement in data accuracy can be expected. Additionally, it is expected to reduce correction work due to errors. Let's quickly proceed with integrating the two apps using Yoom! [What is Yoom]

How to Create a Connection Flow between WordPress and kintone

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

Step 1: Connect WordPress and kintone to My Apps

1) Once you log in to your Yoom account, register the app you will use.
Click "My Apps" and select "New Connection."


2) Select the app you want to register and log in with the account you use for each app.
Once the first app is registered, click "New Connection" again to register the second app.
For detailed app registration in kintone, please refer to this.
kintone My App Registration Method | Yoom Help Center

3) Once registered, icons will appear in My Apps.
Please check if the icons for the two registered apps are displayed.

This time, we will create a flow of [Add to kintone when a post is published in WordPress].
The creation flow is as follows.

・Copy the template
・Create a trigger in WordPress for "when a post is published"
・Then set an action in kintone to "add a record"
・Finally, turn it ON to activate the trigger

Step 2: Select and Copy the Template

1) Open the template above and click on the "Try this template" icon.

2) The following display will appear.

Click on the icons with "!" displayed on the right in order and set the operations.
You can edit the title and details by clicking, so please change them as needed.


Step 3: Set the Trigger

Click on "App Trigger When Post is Published".

Step 4: Set the WordPress Action

1) Select the action "When Post is Published" and click "Next".


2) Select the trigger interval and click "Test".
If the test is successful, click "Save".
*The trigger interval varies depending on the subscription plan.
For details on each plan, please refer here.
List of Function Restrictions and Usage Limits for Each Plan | Yoom Help Center (intercom.help)


Step 5: Set the kintone Action

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


2) Select the action "Add Record", enter the App ID, and click "Next".
If the app is integrated, you can select from the suggestions.


3) Enter the required fields.
If the app is integrated, you can use the WordPress output information for input.
Select from the suggestions as needed, and click "Save" once the input is complete.

This completes the flow of 【Add to kintone when WordPress post is published】.

Step 6: 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.

Here is the template used this time

Other Examples of Automation Using WordPress

Here are some templates for automation using WordPress available in Yoom.
Utilize these templates according to the tasks you want to automate and the apps you are currently using.

1. Notify Slack When an Article is Published on WordPress
This template sends a notification to Slack when an article is published on WordPress. Once an article is published on WordPress, a notification is sent to a Slack channel, enabling quick information sharing.
Sharing article publication information on Slack facilitates smooth communication among team members and can lead to more efficient promotional activities.

2. Notify LINE WORKS when an article is updated in WordPress
This template automatically inputs information about updated articles in WordPress into LINE WORKS. As a result, "manual input is no longer necessary, leading to significant time savings and improved work efficiency.
Additionally, when an article is updated in WordPress, a notification is sent to the LINE WORKS chat room, enabling speedy information sharing.

3. Add a Post to Microsoft Excel When Published on WordPress

This template automatically registers a post to Microsoft Excel when it is published on WordPress, eliminating the need for manual entry.
By reducing manual entry tasks, it is expected that time can be allocated to other tasks, leading to improved work efficiency.

Summary

The flow introduced this time, where information is automatically added to kintone when a post is published on WordPress, seems to lead to centralized information management and reduction of errors.
Additionally, by reducing manual work, it also helps secure time for other tasks, potentially improving overall operational efficiency.
In particular, smoother information sharing between the marketing and sales departments could lead to faster customer response times.

By setting it up with Yoom, integration is possible easily without the need for programming!
Please consider implementing this flow to achieve operational efficiency.

The person who wrote this article
r.suzuki
I came across Yoom when I was searching for ways to improve work efficiency on a daily basis at a small and medium-sized enterprise in a region where human resources are limited. I was casually thinking that it would be nice if this were the case, and by introducing Yoom, we can make it so much more efficient! I'm moved. Even though I have no knowledge or experience with systems or programming, my work has changed drastically, so I'm writing that I hope I can share it with many people who feel the same way.
Tags
Automation
Integration
WordPress
kintone
Automatic
Related Apps
App integration
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With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
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