How to Integrate Applications

2024/08/06

How to Store Information Approved by Kickflow into the Kintone Database

t.aizawa

To streamline the approval process with supervisors that inevitably arises in work, we recommend integrating kickflow with kintone! In this article, we will explain in detail how to automatically store information approved in kickflow into kintone's database using the no-code tool Yoom, including its benefits.
We highly recommend the template introduced here to administrators of companies that conduct approval processes with kickflow!
First, let's introduce the apps involved in this integration!

kickflow
kickflow is an application that helps companies and organizations efficiently manage business processes and automate tasks such as application approvals and progress management.

・kintone
kintone is a business efficiency application that allows you to easily create business apps tailored to your work without any programming knowledge.

Both apps seem very convenient! There must be many people who already use them daily at work!
To integrate kickflow and kintone, you need Yoom! So, what exactly is Yoom?

What is Yoom?

Yoom is a service that integrates with various cloud services to achieve unique automation for your company. By using Yoom to integrate apps, you can automate routine tasks that occur daily in various departments such as accounting, HR, sales, and labor, including data entry, document creation, and sending chats to specific people.
This eliminates manual errors and effort caused by using multiple apps, allowing you to manage information centrally and focus on more value-added tasks.
The UI is very simple, and even those who are not familiar with programming or RPA (Robotic Process Automation) will find it easy to operate, making it surprisingly simple! You can register for free from the link below!
Free Yoom Registration

Moreover, using Yoom's templates makes automation even easier!
If you think, "I don't have time to create from scratch," we recommend using templates!
There might be templates for the apps you always use! Be sure to check them out!
Template List

Benefits of Integrating kickflow and kintone

Next, let's introduce the benefits of integrating kickflow and kintone!

Benefit 1: Can be used as a data backup!

By integrating kickflow and kintone, you can automatically store information approved in kickflow into kintone's database! This ensures that approved information is also saved in kintone, maintaining data consistency and accuracy. For example, even if you were to lose data saved in kickflow, the information approved in kickflow is safely stored in kintone, allowing you to focus on your work without interruption.

Benefit 2: Eliminates redundant work!

Imagine doing it manually. You perform the approval process in kickflow, then log into kintone to store the approved data. It's not difficult, but it's redundant work, isn't it? Once you integrate kickflow and kintone, manual redundant work is reduced! You don't need to have many applications open on your PC! By performing approval tasks as usual in kickflow, the information is automatically stored in kintone, allowing you to use that time for other tasks!

What's the difference between previous API integrations and Yoom?

"Integration between apps? I don't know anything technical, and it seems difficult..." Many people might think so. The author thought the same!
However, with Yoom, once you register the app in advance, you can easily create automation tools just by selecting actions!
You don't need specialized, difficult programming knowledge or to be an engineer! Tasks that you would normally request from an engineer can be done quickly and by yourself.
Now, let's introduce how to integrate kickflow and kintone!

How to Create the Integration Flow for kickflow and kintone

Now that we've listed the benefits of integrating kickflow and kintone, let's introduce how to actually integrate them.
The template we will use this time is "Add information to kintone when approved in kickflow." It's very simple, so let's start together from the "Try it" button on the template below!

Before Getting Started

First, if you do not 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: Register and Integrate Kickflow and Kintone into My Apps!

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

(2) Click on Kickflow from the list of new connections in My Apps.
(3) Enter the account name and access token, then click "Add".
(4) Next, register Kintone. Click on Kintone 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, and click Add.
※ For information on how to check the subdomain, client ID, and client secret, please refer to How to Register Kintone My Apps.

(6) The following content will appear, so check it and click Allow if there are no issues.

This completes the integration of My Apps!

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

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

Step 2: Set Up the Trigger!

This time, we will use the prepared template.
(1) Click "When approved in kickflow" in the app trigger.

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(2) If there are no errors in the account information linked with kickflow, click "Next".
(3) The app trigger's Webhook event reception settings screen will appear, so follow the instructions to enter the information and click "Test". If there are no errors, click "Save" at the bottom.

Step 3: Set Up the Action!

(1) Next, click "Add Record".
(2) Confirm the account information linked with kintone and enter the app ID, then click "Next".
(3) In the detailed settings screen for database operations, enter the information in each field and click "Test". If there are no errors, click "Save" at the bottom.

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(4) Finally, turn on the email trigger. You're done!

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Flowbot template used this time
Add information to kintone when approved in kickflow

Summary

How was it? By integrating kickflow with kintone, it seems like you can reduce manual input tasks and have more free time! If you've ever thought, "I didn't have time for lunch today...", be sure to try Yoom!
Yoom might solve those tedious tasks you haven't even noticed yet!
Yoom can integrate with various apps! Plus, it's easy to connect with no code required. Its user-friendly design ensures that even beginners can use it with confidence.
There's also a two-week trial plan, so let's integrate with various apps and keep improving work efficiency!

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
kickflow
kintone
Automation
Integration
Related Apps
App integration
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