When a ticket is created in Chat Plus, add the ticket information to a Google Spreadsheet.
When a ticket is created in Chat Plus, add the ticket information to a Google Spreadsheet.
Launch this workflow to connect
ChatPlus &
Google Sheets
!
■Overview
This is a flow that adds ticket information to Google Sheets when a ticket is created in Chat Plus.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between applications.
■Recommended for
1. Those who use Chat Plus for business
・Those who handle customer or internal inquiries using Chat Plus
・Those who want to eliminate the hassle of manually transferring data
2. Those who use Google Sheets for business
・Those who manage ticket information with Google Sheets
・Those who want to expedite follow-ups and analysis of inquiries
■Benefits of using this template
When handling customer or internal inquiries with Chat Plus, manually registering information into a database when ticketing cases that are difficult to respond to immediately is inefficient.
By utilizing this template, ticket information can be automatically reflected in Google Sheets, making it easier to grasp new tickets and perform data analysis smoothly. It also helps prevent transcription errors and omissions.
■Notes
・Please integrate both Chat Plus and Google Sheets with Yoom.
・For instructions on setting triggers in Chat Plus, please refer to here.
Check Out Similar Templates!
Add a new contact to the SendGrid contact list when a chat is initiated in Chat Plus.
When a chat is initiated in Chat Plus, this flow adds a new contact to the SendGrid contact list. It enables labor-saving and real-time reflection of lead and customer information. This helps reduce human error and leads to quick and highly accurate follow-ups.
When a chat is initiated in Chat Plus, create a contact in HubSpot.
When a chat is initiated in Chat Plus, this flow creates a contact in HubSpot. It enables the reduction of work hours and real-time reflection of chat user information. It helps minimize human errors and leads to swift and highly accurate follow-ups.
When a ticket is created in Chat Plus, add the ticket information to Microsoft Excel.
When a ticket is created in Chat Plus, this flow adds the ticket information to Microsoft Excel. This not only facilitates the sharing and data analysis of inquiries that have been ticketed but also helps prevent transcription errors and omissions in registration.
See more
About the Apps
Templates using
ChatPlus
When a chat is initiated in Chat Plus, this flow adds a new contact to the SendGrid contact list. It enables labor-saving and real-time reflection of lead and customer information. This helps reduce human error and leads to quick and highly accurate follow-ups.
When a chat is initiated in Chat Plus, this flow creates a contact in HubSpot. It enables the reduction of work hours and real-time reflection of chat user information. It helps minimize human errors and leads to swift and highly accurate follow-ups.
When a ticket is created in Chat Plus, this flow adds the ticket information to Microsoft Excel. This not only facilitates the sharing and data analysis of inquiries that have been ticketed but also helps prevent transcription errors and omissions in registration.
Templates using
Google Sheets
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
About the apps you use
ChatPlus
Yoom allows you to integrate with Chat Plus's API without any code, enabling the automation of various tasks. For example, you can notify Slack or Chatwork when an inquiry occurs in Chat Plus, or automatically store customer information in kintone or spreadsheets.
see detailsTemplates
When a chat is initiated in Chat Plus, this flow adds a new contact to the SendGrid contact list. It enables labor-saving and real-time reflection of lead and customer information. This helps reduce human error and leads to quick and highly accurate follow-ups.
Add a new contact to the SendGrid contact list when a chat is initiated in Chat Plus.
When a chat is initiated in Chat Plus, this flow creates a contact in HubSpot. It enables the reduction of work hours and real-time reflection of chat user information. It helps minimize human errors and leads to swift and highly accurate follow-ups.
When a chat is initiated in Chat Plus, create a contact in HubSpot.
When a ticket is created in Chat Plus, this flow adds the ticket information to Microsoft Excel. This not only facilitates the sharing and data analysis of inquiries that have been ticketed but also helps prevent transcription errors and omissions in registration.
When a ticket is created in Chat Plus, add the ticket information to Microsoft Excel.
Google Sheets
At Yoom, you can utilize the Google Sheets API without any coding. By integrating Sheets with Yoom, you can automate data entry into spreadsheets and automatically create documents based on spreadsheet templates. Additionally, you can sync spreadsheet information with Yoom's database for various applications.
see detailsTemplates
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
Once the billing information is filled out in the form, an invoice will be generated using the Google Spreadsheet invoice template. After that, it will undergo approval by the person in charge, and an email will be sent.
A workflow to generate invoices using Google Sheets with the information entered in the form, and send them after approval.
This is a flow for adding order information to WooCommerce when a row is added in Google Sheets. This flow significantly reduces manual effort and saves the time previously spent on registration, allowing you to focus on more important tasks and improving productivity.
Add order information to WooCommerce when a row is added in Google Sheets.
You can add a new tab to a Google Spreadsheet at the beginning of each month. By being able to add a new sheet to a specific Google Spreadsheet at the start of each month, you can avoid forgetting to add sheets and prevent unnecessary rework.
Add a new tab to the Google Spreadsheet at the beginning of each month.
No-Code API Actions
Executable API actions
Flowbot triggers
When a chat is received
When a chat is started
When a chat is ended
When a ticket is created
When a ticket is updated
When a row is added
When a row is updated
Flowbot operations
Get Visitor Information
Send Message
Set a value in a cell
Get values
Clear values
Create a new spreadsheet
Copy a sheet (tab)
Add a new sheet (tab)
Delete Sheet (Tab)
Replace Values
Update Sheet Name
Delete Rows
Get Spreadsheet Info
Get sheet names
Apply a formula to a range
Enter values in a range
Embed an image in a cell
Sort by specific column
Flowbot triggers
When a chat is receivedWhen a chat is startedWhen a chat is endedWhen a ticket is createdWhen a ticket is updated
Flowbot operations
Get Visitor InformationSend Message
Flowbot triggers
When a row is addedWhen a row is updated
Flowbot operations
Set a value in a cellGet valuesClear valuesCreate a new spreadsheetCopy a sheet (tab)Add a new sheet (tab)Delete Sheet (Tab)Replace ValuesUpdate Sheet NameDelete RowsGet Spreadsheet InfoGet sheet namesApply a formula to a rangeEnter values in a rangeEmbed an image in a cellSort by specific columnHide a sheetAdd a note to the specified cellsInsert columnsDelete columnsWrite values to multiple columnsMore inspiration for you
Discover step-by-step guides for automating your work using the apps featured in this workflow!
