How to integrate kickflow with Discord to automatically notify on Discord when approved in kickflow

Do you find it bothersome to repeatedly open tools for checking application progress and reporting tasks? By integrating Kickflow with Discord, you can receive automatic notifications after approval. This can streamline manual tasks and speed up your work processes. No need for complex programming knowledge; it's easy to implement.

Recommended for

・Team leaders using Kickflow and Discord who feel challenges in information integration
・Project managers facing challenges in streamlining approval flows with Kickflow
・Sales directors seeking quick information sharing even in remote work environments or while traveling

Benefits and Examples of Integrating Kickflow with Discord

Benefit 1: Quickly Check Approval Status

By integrating Kickflow with Discord, you receive quick notifications of application approvals. This system allows you to grasp information without opening multiple tools. For example, you can quickly confirm the approval of a budget application through automatic notifications, making it easier to start the next procedure. In projects involving multiple departments, this can prevent delays and improve work speed.

Benefit 2: Easier Information Sharing

The automatic notification system reduces the effort required for sharing approval status. Previously, applicants needed to check the status and confirm directly with approvers if necessary, but automatic notifications eliminate this need. For example, a team leader on the go can confirm approval completion on the Discord app on their smartphone and quickly give instructions to members. This reduces unnecessary confirmation tasks and contributes to preventing project delays and improving overall team productivity.

Benefit 3: Improved Transparency of Progress

Approved applications are shared through automatic notifications, improving transparency in business flow and progress status. For example, the entire team can grasp the project's progress, making it easier to identify business challenges and promoting the review of business flows. Additionally, applicants can easily check progress themselves, leading to a reduction in inquiries to approvers.

[About Yoom]

How to Create a Connection Flow between kickflow and Discord

From here, we will explain the steps for app integration.
The general flow is as follows.

・Connect kickflow and Discord to My Apps
・Copy the template
・Set the trigger in kickflow and the action in Discord
・Set the trigger to ON and complete the preparation for flow operation
If you are already registered with Yoom, log in. If not, please register for free and proceed with the setup.

Step 1: Connect kickflow and Discord to My Apps

First, connect kickflow and Discord to My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the setup from "+ New Connection".

Next, search for kickflow and click on it.‍

Set each item.
For the "Access Token", set the access token issued by kickflow, referring to the annotations.
Finally, click "Add" to complete the kickflow My Apps connection.

Similarly, search for Discord and click on it.

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Set each item.
For the "Access Token", set the token obtained from the Discord Developer Portal.
For detailed setup instructions, please see here.
Finally, click "Add" to complete the Discord My Apps connection.

Next, proceed with the setup using the flow bot template.
Log in to Yoom and click "Try it" on the banner below.

You will see "Template has been copied!", so click "OK" to complete the copy.

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Step 2: Set the Trigger

Next, set the trigger for kickflow.
Click "When the application is approved in kickflow".

Next, edit the title as desired and check the account information.
Ensure the correct account is selected in "Account information linked with kickflow".
You can edit the "Title" as desired. However, do not change the "Trigger Action" and click "Next".

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Next, set up the Webhook.
Copy the Webhook URL displayed on the screen and set it up in kickflow by referring to the annotations under "Management Center > External Integration > Webhook > Create New".
After setting each item, click "Test".

If the test is successful, the information obtained from kickflow will be displayed in "Output".
After confirming, click "Save".

Step 3: Set the Action

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Next, proceed with setting up the Discord action. Click "Send Message".

As before, edit the title as desired and check the account, then proceed by clicking "Next" without changing the action.

Next, configure the connection details.
Set the "Channel ID" by copying it from Discord or obtaining it from the URL.
You can edit the "Message Content" as desired. Clicking the field allows you to quote information obtained from kickflow.
After setting each item, click "Test".

If the test is successful, a message will be sent to the specified Discord channel.
Check the output information, and if there are no issues, click "Save".

Finally, click "Turn on Trigger" to complete the flow setup.
Now, when an application is approved in kickflow, a notification will be automatically sent to Discord.

Other Automation Examples Using Kickflow

1. Add Information to Google Sheets When Approved by Kickflow

When approval is completed in Kickflow, the necessary information is automatically added to Google Sheets.
This eliminates the need for manual data entry and allows for efficient management of accurate data.

2. Once approved in kickflow, create documents and send via CloudSign

When approval is completed in kickflow, documents are automatically created and sent through CloudSign.
This eliminates the need for manual document preparation and sending, contributing to a quick and accurate process.

3. Create a contract based on kickflow information and send it via GMO Sign

Automate the process from creating to sending the contract based on approval information.
This improves efficiency from contract creation to sending and prevents manual errors.

Summary

The integration of Kickflow and Discord contributes to streamlining the approval process and speeding up information sharing.
This may enhance the transparency of operations and facilitate smoother project progress.

Since it can be easily implemented without programming, take this opportunity to try the integration of Kickflow and Discord.