kickflow APIと各種アプリの連携イメージ
Automation Ideas

2024/11/27

[Kickflow API] Comprehensive Guide on Integration Methods with Various Apps and Use Cases.

r.suzuki

What You Can Do with kickflow API

By integrating the kickflow API with external application APIs, you can automatically register data to external applications after workflow approval. This reduces the need for manual input and improves the accuracy of information. For example, approved application details can be automatically reflected in databases or business management tools, speeding up and streamlining processes.

Additionally, by combining the kickflow API with messaging tool APIs, you can send automatic notifications via messaging tools when approval is completed. This allows stakeholders to immediately grasp progress, facilitating a smooth transition to the next step. For example, you can use Slack or Microsoft Teams to send notifications to specific channels or individuals.

Furthermore, by using the kickflow API, you can automatically execute specific actions in external applications upon approval completion. For example, based on approved application details, you can generate documents, update external systems, or automatically create tasks, which can centralize business processes.

Moreover, by integrating the kickflow API with external application APIs, you can build a system where changes in external application information are reflected in kickflow. This automates updates to member or project information, keeping data within kickflow always up-to-date, reducing the need for manual updates, and improving accuracy and operational efficiency.

How to Use kickflow API

This time, we will use the service Yoom to utilize kickflow without code.

[What is Yoom]

First, please access the official Yoom website and create an account. If you already have an account, please log in. Yoom Account Issuance Page

How to Connect kickflow with Yoom

0) Preparation
To register your app with kickflow, you need to obtain an access token. Log in to kickflow, select "Access Token" from the person icon at the top right, and set the issued access token.

Setting Up My App Integration

1) After logging into your Yoom account, register the app you will use. Click "My Apps" and select "New Connection".

2) A list of apps that can be connected with Yoom will be displayed. Search for "kickflow" in the search box at the top. Once you can select kickflow, enter the account name you will use and the access token obtained during preparation, then click add.

Once registered, an icon will appear in My Apps. Check if the icon of the registered app is displayed. Now you can use the kickflow API from Yoom!

Master the kickflow API Using Yoom Templates!

Yoom offers many flowbot templates, allowing you to easily use various flowbots with just a click.

For more details on flowbots, please refer to the video below.

From here, we will introduce the templates prepared for each actual use scene and recommended job type.

Examples of Automation Achievable with kickflow API

Yoom allows integration with various services, and templates are available for each service. Utilize templates that can be linked with the services you usually use to automate kickflow!

1. Register Upon Approval

By utilizing the kickflow API and external application APIs, you can automatically register data to external applications after workflow approval, significantly improving business efficiency. This system reduces manual input of approval data and duplicate work, preventing work errors. Additionally, as data is updated quickly, team information sharing is expedited, facilitating a smooth transition to the next action. For example, when an application is approved in kickflow, data can be automatically added to Microsoft Excel used by the accounting department. When an expense reimbursement application is approved, the applicant's name, application amount, approval date, etc., can be automatically appended to the "Expense List" in Excel, reducing the accounting department's manual data entry workload. Moreover, automation can prevent incorrect input or omissions, improving accuracy and increasing overall processing speed.

2. Notify When Approved

By combining the kickflow API with a messaging tool API, you can receive notifications in your messaging tool when something is approved in kickflow.
This automation eliminates the need to manually check kickflow, allowing you to quickly understand the status and smoothly transition to the next workflow, thereby improving operational efficiency and strengthening collaboration.
For example, when a request is approved in kickflow, a notification can be automatically sent to the Google Chat of the General Affairs Department.
When a leave request is approved, a message is posted to the designated chat room.
This automatic notification allows the General Affairs Department to quickly grasp the status of requests, facilitating smooth internal coordination and management tasks.

Similarly, notifications via email are also possible.

3. Execute Actions Upon Approval

By integrating the kickflow API with external application APIs, you can execute actions in external applications once approval is completed in kickflow.
This eliminates the need to open kickflow for confirmation, allowing post-contract tasks to be executed automatically, thereby improving the efficiency of the contract process, reducing workload, and enhancing accuracy.
For example, when an application is approved in kickflow, the administrative department can automatically create documents and send them via CloudSign.
Once the contract application is approved, a contract document is generated based on the application details and sent to the business partner through CloudSign.
This process reduces the manual effort required by the administrative department to create and send documents, and is expected to speed up the process from approval to dispatch.

4. Update Information

By integrating kickflow API with external application APIs, it is possible to update kickflow information based on updates in external applications.
This is expected to improve efficiency and prevent human errors.
For example, when member information is updated in Google Sheets, the HR department can automatically update kickflow.
If a new employee is added, the user list in kickflow is automatically updated based on the spreadsheet data, and the new member is reflected in the application flow.
The HR department can reduce the effort of manually managing kickflow, ensuring quick and accurate operation of the latest organizational information.

Recommended Users for kickflow API

・Users of kickflow
・Those who want to achieve a smooth approval process
・Those who want to share accurate information
・Those who want to reduce manual tasks and improve business efficiency

Summary

So far, we have introduced use cases of the kickflow API.
The kickflow API enables seamless integration with external applications and automates business processes.
It is expected to improve efficiency in various scenarios such as data registration after approval, sending notifications, executing automatic actions, and synchronizing information.
By utilizing the kickflow API, you can reduce manual input and verification tasks, streamline the approval process, share accurate information, and improve business efficiency.

Additionally, by using the no-code tool Yoom, you can easily set up API integration without programming knowledge.
If you want to prevent work errors and improve speed, consider implementing the kickflow API.

The person who wrote this article
r.suzuki
I came across Yoom when I was searching for ways to improve work efficiency on a daily basis at a small and medium-sized enterprise in a region where human resources are limited. I was casually thinking that it would be nice if this were the case, and by introducing Yoom, we can make it so much more efficient! I'm moved. Even though I have no knowledge or experience with systems or programming, my work has changed drastically, so I'm writing that I hope I can share it with many people who feel the same way.
Tags
Automation
Integration
kickflow
Automatic
Related Apps
App integration
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