■Overview
This is a flow that notifies Slack when a report is registered in cyzen.
With Yoom, you can easily achieve this flow without the need for programming, as it allows for seamless integration between apps.
■Recommended for
1. Administrators or managers of companies using cyzen for business operations
・Team leaders or managers who want to efficiently manage reports from their team members
・Managers of organizations that receive reports from multiple departments or locations and face challenges in timely information sharing
2. Those using Slack for business operations
・Individuals who want to automate notifications to prevent missed report checks or delayed responses
・Individuals who want to streamline information sharing among stakeholders and promote communication
■Benefits of using this template
cyzen is a useful tool for managing sales activities, but frequently checking the management screen to confirm the presence of reports is inefficient for managers.
With this flow, when a report is registered in cyzen, a summary notification is automatically sent to Slack, allowing for prompt report review and smooth follow-up.
■Notes
・Please integrate Yoom with both cyzen and Slack.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval may vary depending on the plan.