■Overview
This flow notifies Google Chat when a report is registered in cyzen.
With Yoom, you can easily achieve this flow without any programming, enabling seamless integration between applications.
■Recommended for
1. Administrators or managers of companies using cyzen for business operations
・Team leaders or managers aiming to streamline report management
・Organizational leaders who want to quickly grasp reports from multiple departments or locations
2. Those using Google Chat for business operations
・Individuals who want to automate notifications to prevent human errors such as missed report checks or delayed responses
・Those who want to enhance communication by improving the efficiency of information sharing among stakeholders
■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 Google Chat, allowing for prompt report review and smooth follow-up.
■Notes
・Please integrate both cyzen and Google Chat with Yoom.
・Integration with Google Chat is only possible with Google Workspace. For details, please refer to here.
・Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.