How to Integrate Applications

2024/07/23

Let's eliminate the hassle of application forms by integrating CollaboFlow with kintone!

t.aizawa

CollaboFlow allows you to create workflows with intuitive operations. kintone is a feature that helps create business apps convenient for managing data and business processes. Both are very useful apps!
This time, we will introduce how integrating CollaboFlow and kintone using Yoom can provide even more benefits!

Benefits of Integrating CollaboFlow and kintone

By integrating the two apps, you can reduce the stress of having multiple apps displayed on your screen.

Additionally, integrating CollaboFlow and kintone frees you from worries about missing notifications or delayed approvals!

Benefit 1: Streamlining Application and Approval Processes

You can automatically input information registered in kintone into CollaboFlow's application forms.
This reduces the effort required for applicants to input data, making the application process more efficient.
Moreover, approvers can check the progress and approval history of applications on CollaboFlow,
making it easier to understand the situation.

Benefit 2: Real-time Notifications

You can notify CollaboFlow in real-time of updates made in kintone.
This allows you to immediately share important matters with your team.
No more "I was the only one who didn't know..." moments. No one will be left behind!

Benefit 3: Centralized Data Management

You can unify data from different platforms.
This makes information easier to manage and prevents omissions and oversights.
You can obtain all information by opening just one app without having to switch between various apps.

These are the benefits of integrating CollaboFlow and kintone.
Next, we will introduce examples of automated tasks using the integration of these two apps.

Automation Examples of CollaboFlow and kintone

By integrating CollaboFlow and kintone, you can automate tasks such as task distribution and preparation for sharing materials before meetings.
Additionally, task progress management can also be automated, making the integration very convenient for those who need to care for colleagues like team leaders.

1. Automatic Task Distribution

By integrating CollaboFlow and kintone, new tasks can be automatically assigned to the responsible person.
Automatic assignment allows you to start work immediately.
For example, customer inquiries can be quickly assigned to the responsible person, leading to improved customer satisfaction through prompt responses.

2. Automatic Progress Reporting

You can automatically report task progress from kintone to CollaboFlow.
This allows managers to quickly check the latest status of team members and provide appropriate instructions.

For example, you can set it to automatically notify the manager when a task reaches a certain stage of completion.

3. Automatic Sharing of Meeting Materials

Have you ever had meeting materials distributed during the meeting?
It seems a bit inefficient to review them on the spot and exchange opinions.

However, by automating with the integration of CollaboFlow and kintone, you can share meeting materials with participants in advance. Participants can review the materials beforehand, reducing the effort required for meeting preparation, leading to smooth and efficient meetings. For example, you can set it to automatically share materials with participants and notify them three days before the meeting.

How to Create an Integration Flow of CollaboFlow and kintone

We have introduced the benefits of integrating CollaboFlow and kintone.
Next, we would like to introduce how to integrate Backlog and Google Calendar.
This time, we will use the template "Apply for an application form in CollaboFlow when the status of kintone is updated."

Before Getting Started

First, if you don't have a Yoom account, please create one from the Yoom Account Creation Page. You can start right away!
Also, please check Getting Started with Yoom for basic operations.

Step 1: Integrating Collaboration Flow and kintone with My Apps

(1) After logging into Yoom, select "My Apps" from the left column and choose "+ New Connection".

(2) Click on Collaboration Flow from the list of new connections in My Apps.
(3) Enter the account name and access token for Collaboration Flow, then click "Add".
(4) Next, register kintone. Click on Google Calendar from the list of new connections in Yoom, just like in step (1).
(5) A new registration screen for kintone will appear. Enter the subdomain, client ID, and client secret in the three fields, then click Add.
※ For how to confirm the subdomain, client ID, and client secret, please check How to Register kintone My Apps.

(6) The following content will appear, so click "Allow".

This completes the integration with My Apps!

Next, copy the template to My Projects and create a Flow Bot.
If you haven't copied it yet, please copy the Flow Bot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the redirected page
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

Step 2: Setting the Trigger

This time, we will use the provided template.
(1) Click "When status is updated" in the app trigger.

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(2) If there is no error in the account information linked with kintone, click "Next".
(3) The following content will appear, so follow the steps to input the information.
Once the input is complete, click "Test", and if there are no errors, click "Save".
※ For Webhook setup instructions, please check here.

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Step 3: Setting the Action

(1) Next, click "Get Record Details".
(2) Check if there is any error in the account information linked with kintone, enter the app ID, and click "Next".
(3) Enter the record conditions you want to retrieve and click "Test".
If there are no errors, click "Save" at the bottom.

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(4) Next, click "Submit Application Form".
(5) If there is no error in the account information linked with CollaboFlow, click "Next".
(6) The API connection settings screen will appear, so enter the required information and click "Test".
If there are no errors, click "Save" at the bottom.
(7) Finally, turn on the email trigger. This completes the process!

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Advanced Integration of CollaboFlow and kintone

How was it? In addition to the flow introduced this time, you can further enhance business efficiency by adding Gmail to CollaboFlow and kintone.
As an advanced example, we introduce "Create a report with CollaboFlow and send it by email when the status of kintone is updated."
By integrating Gmail with CollaboFlow and kintone, you can automatically create reports in CollaboFlow based on updates in kintone. The created reports are then automatically sent to Gmail. This is recommended for those who frequently use Excel at work.

Summary

This time, we introduced the collaboration flow using Yoom and its integration with kintone.
If you frequently use Excel or are a team leader responsible for submitting and approving application forms, please give it a try!
Once automated, you can use the freed-up time for other tasks!
Yoom can integrate with various apps! Besides the apps introduced this time, the app you always use might also be easily integrated with Yoom without any coding!
There is also a 2-week trial plan, so come and see which apps you can integrate with!

The person who wrote this article
t.aizawa
I hope everyone's everyday work will be much easier! We will continue to send out information on improving work efficiency using Yoom!
Tags
Automation
Integration
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App integration
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