Projects are complex, with lots of moving pieces and factors that determine their success or failure. Using the right tools is one way to ensure that a manager or team member can stay on top of things and ensure that all project components will be accounted for, all members will be contributing efficiently and all milestones can be achieved.
When one combines Whale’s knowledge-sharing capabilities with Bloom Growth’s EOS, members of a business team can ensure that tasks are properly logged and updated, all team members know what is happening to a project, tasks, and processes can be done efficiently and meetings can be conducted most productively. It is like Obsidian which is a note-taking app that has an unconventional yet brilliant data-storage.
What is Bloom Growth?
Bloom Growth (formerly Traction Tools) is a cloud-based software for project management, belonging to the entrepreneurial operating systems domain, that aims to help enterprises and businesses become successful by ensuring that all components essential in running a business are taken care of vision, data, issues, process, traction, and people. This tool can aid businesses in ensuring that these components are managed efficiently and work in harmony to help achieve their goals.
Bloom Growth is a web-based solution suited for small, medium to large enterprises. With this tool, users can create and initiate projects to aid in project management as well as conduct and facilitate meetings and project monitoring with features such as scheduling, file sharing, time tracking, and task management.
Through its scorecard and accountability chart, Bloom Growth can be used to ensure that members of a project team will be productive, project goals, status updates, and issues will abe transparent to all stakeholders and projects will be on track.
What is a Whale?
Whale is a knowledge-sharing and training platform that allows the collation and management of SOP’s business policies, company information, and documentation in a secure and collaborative solution. To learn more about whale, read our full review.
Whale and Bloom Growth Integration
Whale and Bloom Growth solutions can be integrated, through an integration tool such as Zapier, to automate the creation of a task or issue in Traction Tools whenever a new assignment has been created in Whale.
This integration point will automate the creation of tasks in Bloom Growth for every new assignment that is created in the knowledge-sharing platform. This will harmonize the two tools, so that assignments in Whale, such as document reviews and training sessions, can be included in projects and plans that are being maintained in Bloom Growth.
By automating the creation of Bloom Growth tasks, all tasks including those that would originate from Whale can be collated into Bloom Growth and can be collectively managed and monitored.
This article explains the steps needed in integrating Bloom Growth with Whale using Zapier whereby an issue will be created in Bloom Growth when a new assignment is created in Whale.
Prerequisites:
- Whale account with Administrator role or access to the User Management menu
- Bloom Growth account
- Zapier account
1. Obtain an account in Whale, with access to and view of User Management.
Take note of the API key/token for integration.
2. Identify the Bloom Growth (Traction Tools) account in which issues will be created.
3. Configure the link between Asana and Bloom Growth (Traction Tools).
In Zapier, choose Whale as the source application and Bloom Growth (Traction Tools) as the target application for the integration.
4. Specify the triggering event and the automated event that will be affected by the trigger.
For this walkthrough, the triggering event is a new assignment from Whale.
The automated event is a creation of an issue in Bloom Growth (Traction Tools).
5. Choose the account associated with Whale and Zapier.
For new Zap items that will be created, the Whale and API key should be specified.
If there is an existing Zap or connection already, the existing accounts associated with the Zapier account can be chosen from the drop-down list.
6. Specify the type of triggering event that should occur in Whale to trigger the Zap.
7. Test the Whale connection.
The test will pull any new assignments from Whale to ensure that the connection to Whale is working.
8. Specify the Bloom Growth (Traction Tools) account that will be linked to Whale by signing in.
Grant access to the chosen Bloom Growth (Traction Tools) account.
9. Specify the action that needs to be performed when the triggering event occurs.
Specify the user group or domain to determine who can view the issue that will be created.
10. Fill in the details prompted in the form for Zapier to create the Bloom Growth (Traction Tools) issue such as the company and project.
11. Test the Zap.
12. Publish and enable the Zap.
13. Name the Zap for proper identification and documentation.
14. To test the link, create a new library or playbook, create a card, and assign it to a specific user.
15. Assign the playbook to a user. You may specify a due date for the assignment.
16. Once a new assignment has been created, a new issue will be created in Bloom Growth (Traction Tools) under the meeting tile that has been specified.
