How to integrate CollaboFlow with Slack and notify Slack when an application is completed in CollaboFlow

For those of you using CollaboFlow and Slack in your daily work, wouldn't it be great to make notification of application completions more efficient?
This article introduces a method to integrate CollaboFlow with Slack to automatically send notifications to Slack when an application is completed.
This automation will speed up the approval process and improve the overall work efficiency of your team.
It's possible to set this up without any coding, so please give it a try.

Recommended for

Those who use CollaboFlow and Slack in their work and want to take advantage of integration features
Administrators who find it cumbersome to check the progress of application processes and approval statuses
Team leaders who want to share application status notifications in real-time with stakeholders to prevent errors
Accounting personnel who want to quickly start the next action after approval
Those aiming to improve information sharing efficiency in projects involving multiple departments

Benefits and Examples of Integrating CollaboFlow and Slack

Benefit 1: Streamlining the Approval Process

By integrating CollaboFlow with Slack, the approval process for applications proceeds smoothly.
Normally, it is necessary to repeatedly check the CollaboFlow screen or for applicants to contact individually to confirm applications.
However, with automatic notifications to Slack, approvers can grasp the situation in real-time and proceed with approval actions.
For example, when an expense reimbursement application is submitted, the approver receiving a notification on Slack will speed up the approval process.

Benefit 2: Preventing Mistakes and Oversights

Utilizing this flow can prevent confirmation omissions and information transmission errors.
Since application completions can be notified to all stakeholders in real-time, manual confirmation work and communication efforts are unnecessary.
Moreover, while email-based notifications are prone to being overlooked, Slack allows all stakeholders to receive notifications simultaneously, ensuring important information sharing.
For example, in the case of an employee's leave application, notifying the entire team allows the person in charge to adjust schedules, preventing work disruptions.

Benefit 3: Visualizing the Workflow

By sending notifications to Slack upon application completion, all stakeholders can immediately grasp the current flow's progress and quickly move on to the next action.
For example, when a budget application is submitted for a large-scale project, the notification is shared with the entire team on Slack, allowing the project leader to move to the execution phase immediately after approval, and the accounting personnel to start preparing expenditures.
Additionally, the status of each flow becomes clear, making it easier to identify bottlenecks, which can be used as data for improvement measures.
Furthermore, since notification history is retained, it becomes easier to review past progress, enhancing decision-making transparency.

Now, let's explain how to use the no-code tool Yoom to notify Slack when an application is completed in CollaboFlow.

[What is Yoom]

How to Notify Slack When an Application is Completed in CollaboFlow

This can be achieved by using the CollaboFlow API to receive application details and the Slack API to notify those details.

Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.

This time, the process is as follows.
Let's set it up together!

Integrate CollaboFlow and Slack as My Apps.
Copy the template.
Set up the trigger in CollaboFlow as the flow starting point and configure the subsequent Slack operations.
Turn on the trigger button and verify the operation of the CollaboFlow and Slack integration flow.

Step 1: Connect My App

Connecting My App first will make the subsequent settings proceed smoothly.
First, let's connect your current Collab Flow with Yoom.
Select My App → New Connection from the left side of the Yoom page.

Search for Collab Flow and set the required fields.

Here's how to check the API key.
Go to the top of the Collab Flow page → System Management Area.

Select Environment Settings.

Scroll down, and there is a section to enter the client name at the bottom of the REST API field.
Set any name, issue the API key, and enter it in the corresponding field in Yoom.

Next, connect with Slack.
Sign in on the screen below.

If Collab Flow and Slack are connected to My App, you're all set.

Step 2: Set Triggers and Actions

Open the template page and click 'Try this template'.

If you are using Yoom, please log in, and if you are new, please register as a member.
If you proceed as is, the template will be automatically copied to your workspace.
Please change the template name as needed.
Click on My Projects on the left to display the template you just copied.
Click the ellipsis (...) on the right and select Edit.

Now, let's set up the app trigger.
Select "When a Webhook is received on the route (Webhook activation)".
Check your account information and proceed to the next step.
Please refer to this page to set up the Webhook.

Move to CollaboFlow and proceed to App Settings → Route Settings.

Click on the relevant route and set up the Webhook on the displayed screen.
The following screen is a sample.

Once the setup is complete, please submit a sample.
Return to Flowbot and test it.
If the content is reflected in the output, save it.

Next, click on "Get details of the application content".
Proceed to the next step and set the required fields.

Please select the following two from the output.

Test this as well, and if the output is obtained, save it.

Next, click on "Send a message to the channel".
Check your account information and proceed to the next step.
Please set the required fields.

The message was created using the output.
The red frame indicates the part where the output was used.

Test this as well, and if successful, save it.
Thank you for your hard work.
Even I, who am not familiar with programming, was able to proceed easily.

Here is the Flowbot used this time ↓

Other Automation Examples Using Collaboflow

Additionally, Yoom offers templates using Collaboflow and Slack, so let me introduce a few!

1.A flow that updates Google Sheets records once approval is completed in Collaboflow.

This automatically transfers approved applications to Google Sheets.
Let's automate the tasks that you used to do diligently whenever you found time.

2.This is a flow to add a task to Trello when a request is made in Collaboflow.

For those with many approval tasks, it can be efficiently managed if visualized each time a request is made.
Utilize this flow to streamline the approval process.

3.This is the flow to register employee information in freee HR labor after the employment application is approved in CollaboFlow.

If the approval of the employment application is done manually, the timing of approval can vary, and subsequently registering in freee HR labor can be time-consuming and labor-intensive.
With this flow, an account in freee HR labor is automatically created after approval, allowing you to focus on the approval process.

Summary

This time, we introduced a Flow Bot that notifies Slack when a request is completed in CollaboFlow.
By utilizing this flow, the approval process can be streamlined, helping to prevent oversights and mistakes.
Additionally, it will enhance the transparency of business processes and contribute to improving the overall productivity of the team.

Please refer to the steps in this article and try automation with no-code.