How to integrate kickflow with Slack and automatically notify Slack of kickflow approval results, along with the benefits

Would you like to streamline the process of checking approval results and sharing them with your team? This article provides a detailed explanation of how to integrate Kickflow with Slack to automatically notify you of approval results and the benefits of doing so. This integration, which reduces manual work and improves operational efficiency, is particularly effective in project management and accounting tasks. It is a method that can be easily introduced without the need for programming. Please take a look.

Recommended for

・Project leaders who use multiple tools but find it cumbersome to check and notify approval statuses
・Accounting departments looking to streamline expense reimbursement and application processes
・Managers who want to manage approval flows quickly in a remote work environment
・Department heads who use Slack as the main communication tool within the company but feel challenged by the efficiency of business notifications

Benefits and Examples of Kickflow and Slack Integration

Benefit 1: Streamline the Approval Process

By integrating Kickflow with Slack, you can quickly receive notifications in Slack when an application is approved, leading to speedy situation awareness. This eliminates the need to check multiple tools and is expected to improve response speed. Even if the approval steps are complex, it can be accurately handed over to the next person in charge, supporting project progress. For example, in expense application approval tasks, you can build a system where the next person in charge is automatically notified in Slack once approval is completed. This allows the person in charge to immediately understand the next action, preventing task omissions and ensuring a smooth process.

Benefit 2: Prevent Task Omissions with Automatic Notifications

By utilizing automatic notifications after approval, you can reduce the routine of "checking application status" in daily operations. This is expected to create a work environment where you can focus on important tasks. For example, in expense application approval tasks, automatic notifications clarify the next steps, helping to prevent task omissions.

Benefit 3: Streamline Approval History Checks

Kickflow's approval history is accumulated in Slack notifications, either in channels or DMs, making it easy to refer to past approval statuses. By using Slack's search function as needed, you can quickly find information related to specific applications, contributing to smooth decision-making and report creation. This mechanism is particularly effective when you want to share progress with the entire team. For example, if you need to check the details of a previously approved travel application, you can quickly find the relevant notification using Slack's search function. This mechanism is effective in responding to inquiries about applications and creating reports, supporting efficient information verification.

[About Yoom]

How to Create a kickflow and Slack Integration Flow

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

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

‍

Step 1: Integrate kickflow and Slack with My Apps

First, integrate kickflow and Slack with My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and proceed with the settings from "+New Connection".

Next, search for kickflow and click it.‍

The account name can be set arbitrarily, such as "Administrator Account".
For the access token, please set the access token issued in kickflow while referring to the annotations.
Finally, click "Add" to complete the kickflow My Apps integration.

Similarly, search for Slack and click it.

If you are already signed in to Slack, a page like the image will be displayed.
If you are not signed in yet, perform the sign-in operation on the "Sign in to your workspace" screen and then proceed with the following operations.
If you want to notify another workspace, click "Add another workspace" at the top right of the screen and sign in.
After signing in, select the channel to be notified from "Search for channels" at the bottom of the screen and click "Allow" to complete the My Apps integration.

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

‍

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

Step 2: Set the Trigger

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

Next, edit the title as desired and check the account information.
Ensure that the correct account is selected in "Account information linked with kickflow".
The "Title" can be edited as desired. On the other hand, do not change the "Trigger Action" and click "Next".

Next, set up the Webhook.
Copy the Webhook URL on the screen and set it in kickflow with reference to the annotations.
Once the setup is complete, click 'Test'.

If the test is successful, the information obtained from kickflow will be displayed.
After checking the output information, click "Save".

Step 3: Set the Action

Next, set the Slack action.
Click "Send a message to the channel".

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

Next, set the connection details and message.
Select the channel where the Yoom app is added from the candidates for "Channel ID to post".
The "Message" can be edited as desired. By clicking the field, you can quote information obtained from kickflow.
*How to add the Yoom app to a Slack channel is explained here.

After setting each item, click "Test" to check if the message is sent to the selected channel.
If there are no issues, click "Save".

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

Other Automation Examples Using kickflow

1. Add Information to kintone When Approved by kickflow

Data required for kintone is automatically registered based on the information approved by kickflow.
This eliminates the need for manual input and allows centralized management of business data. It is particularly useful when you want to process multiple application data at once.

2. Register a new user in Microsoft Entra ID when a request is approved in kickflow

When a request is approved in kickflow, a new user is automatically registered in Microsoft Entra ID.
This automation facilitates the smooth creation of employee accounts, expediting onboarding and the commencement of system usage.

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

The creation of contracts and sending them through GMO Sign is automated based on the approval details in kickflow.
This automation may lead to faster contract processing and prevention of human errors.

Summary

By integrating kickflow with Slack, you can streamline the approval process, prevent task omissions, and easily check approval history.
This leads to faster and more efficient operations, with significant benefits expected in project management and accounting tasks.

It can be easily implemented without programming knowledge, so take this opportunity to give it a try.