When a ticket is created in Chat Plus, add the ticket information to Microsoft Excel.
When a ticket is created in Chat Plus, add the ticket information to Microsoft Excel.
Launch this workflow to connect
ChatPlus &
Microsoft Excel
!
■Overview
This is a flow that adds ticket information to Microsoft Excel when a ticket is created in Chat Plus.
With Yoom, you can connect apps without programming, making it easy to implement this flow.
■Recommended for
1. Those who use Chat Plus for business
・Those who use Chat Plus for customer or internal inquiries
・Those who want to reduce the hassle of manual data entry
2. Those who use Microsoft Excel for business
・Those who manage ticket information with Microsoft Excel
・Those aiming to speed up 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 converting cases that are difficult to respond to immediately into tickets is inefficient.
By utilizing this template, ticket information can be automatically reflected in Microsoft Excel, making it easier to grasp new tickets and perform data analysis smoothly. It also helps prevent transcription errors and omissions in registration.
■Notes
・Please connect both Chat Plus and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・For the Chat Plus trigger setting method, please refer to here.
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About the Apps
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ChatPlus
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Templates using
Microsoft Excel
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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 a Google Spreadsheet. This not only facilitates the sharing and data analysis of ticketed inquiries but also helps prevent transcription errors and omissions.
When a ticket is created in Chat Plus, add the ticket information to a Google Spreadsheet.
Microsoft Excel
Yoom allows you to integrate with Microsoft Excel's API without any code, enabling the automation of various tasks. For example, it can automatically store values in specific Excel cells or create sheets and tables automatically.
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A business workflow that automatically adds records to Microsoft Excel based on Tally's responses. It eliminates manual data entry, ensuring data accuracy and real-time updates, thereby improving work efficiency and preventing errors.
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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
Flowbot operations
Get Visitor Information
Send Message
Get worksheet information
Get a specific cell value
Get range by column
Get range by row
Add worksheet
Rename sheet
Get table list
Add Table
Enter Formula in Cell
Enter Value in Cell
Get item ID
Delete Sheet
Sort a specified range in ascending or descending order
Unprotect Worksheet
Get Drive Item ID from Sharing URL
Create Excel Session
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
There is no action.
Flowbot operations
Get worksheet informationGet a specific cell valueGet range by columnGet range by rowAdd worksheetRename sheetGet table listAdd TableEnter Formula in CellEnter Value in CellGet item IDDelete SheetSort a specified range in ascending or descending orderUnprotect WorksheetGet Drive Item ID from Sharing URLCreate Excel SessionList sitesList drives in siteGet worksheet information (SharePoint)Get the value of a specific cell (SharePoint)Get range by column (SharePoint)Get range by row (SharePoint)Add worksheet (SharePoint)Rename worksheet (SharePoint)Get table list (SharePoint)Add table (SharePoint)Set formula in cell (SharePoint)Set value in cell (SharePoint)Delete sheet (SharePoint)Sort a specified range in ascending or descending order (SharePoint)Unprotect worksheet (SharePoint)Create Excel Session (SharePoint)Get Item ID (SharePoint)More inspiration for you
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