How to integrate X-point Cloud with Chatwork to receive notifications in Chatwork when a request is approved in X-point Cloud

In today's fast-paced world, streamlining business processes is essential to enhance a company's competitiveness.
In particular, smoothly advancing internal approval flows is a crucial challenge for companies.
This time, we will introduce a flow where notifications are sent to Chatwork when an application is approved in X-point Cloud. By integrating X-point Cloud with Chatwork, notifications are automatically sent upon approval, which is expected to streamline the workflow.
This article also introduces a method that anyone can easily set up without coding.
If you aim to improve the productivity of your entire team, please refer to this!

Recommended for

Those who use X-point Cloud and Chatwork in their daily operations
Those who want to speed up post-approval processing and task transitions
Those who want to receive approval notifications in real-time and prevent missing important information

Benefits and Examples of Integrating X-point Cloud with Chatwork

1. Streamlining Operations

When an application is approved in X-point Cloud, it is notified in Chatwork, allowing the post-approval workflow to proceed quickly.
For example, the approval of expense reports is immediately notified to the entire finance team, enabling prompt initiation of payment procedures.
This system eliminates the need to spend time checking approval statuses, potentially speeding up the entire process.
Efficient task transitions can be expected, especially in operations involving multiple stakeholders.

2. Preventing Missed Notifications

Notifications in Chatwork allow application approvals to be shared with team members in real-time, helping to prevent missed notifications.
For instance, immediate notification of business trip approvals enables quick schedule adjustments and ticket arrangements.
Additionally, it reduces the likelihood of communication errors via email or phone, ensuring smooth business operations even for urgent applications.

3. Preventing Human Errors

Automatic notifications of approval details in Chatwork can help prevent human errors.
For example, it reduces the risk of approved applications being neglected or mistakenly processed by the wrong person.
Moreover, since notification contents are recorded, it is easy to check approval histories, preventing information recording omissions and management errors, and improving work accuracy through automation.

From here, we will set up using Yoom's template 【Notify Chatwork when an application is approved in X-point Cloud】 integration flow.

[About Yoom]‍

How to Notify Chatwork When a Request is Approved in X-point Cloud

You can receive approved requests from X-point Cloud using the X-point Cloud API and notify Chatwork via the API provided by Chatwork.
By utilizing a no-code tool called Yoom, you can easily automate this process without any programming knowledge.

The steps for this integration flow are broadly as follows:

Integrate X-point Cloud and Chatwork with My Apps
Copy the template
Set up triggers and actions
Finally, verify if the trigger is activated

Preparation

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

2)For registering X-point in My Apps, you will need a subdomain, client ID, and domain code.
Obtain the client ID in advance.
On the X-point management site, go to "Domain Management Screen > Credentials" and issue it on the "OAuth 2.0 Client ID" screen.
Also, if the X-point URL is something like "https://xp014659dp.atledcloud.jp/", "xp014659dp" is the subdomain.
Note that if there is only one domain registered in X-point Cloud, you can omit specifying the domain code.

Step 1: Integrate X-point Cloud and Chatwork with My Apps

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

2)A list of apps that can be connected with Yoom will be displayed, and search for the two apps you will use this time, "X-point Cloud" and "Chatwork", one by one from the search box at the top.

Once you can select X-point Cloud, enter the subdomain, client ID, and domain code, and click "Add".

Similarly, once you can select Chatwork, set it up with the account you will use.
How to Check Chatwork User Account ID | Yoom Help Center

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3)Once registration is complete, an icon will be displayed in My Apps.
Check if the icon of the registered app is displayed.

Step 2: Copy the Template

Click this banner.

1) First, click on the "Try this template" icon.

2) The following confirmation screen will appear, so click "OK".

When this screen is displayed, the copy has been completed successfully.

After that, you can click on the title or details to edit them.
A "!" icon is displayed on the right side, so click them in order to set the operations.
The copied template is saved in "My Projects" and can be opened from there.

Step 3: Set the Trigger

Click on "App Trigger: When the document (application) approval is completed".

Step 4: Set the X-point Cloud Action

1) Select the action "When the document (application) approval is completed" and click "Next".

2) Enter the required fields.
If the app registration is complete, you can select the form ID from the options.
Once the selection is complete, click "Test" and after a successful test, click "Next".

3) Send a webhook event or execute the trigger event and click "Test".
After a successful test, click "Save".

Step 5: Set the X-point Cloud Action

1) Return to the flow and click on the icon "Integrate with App: Get Document (Application) Information".

2) Select the action "Get Document (Application) Information", enter the database ID, and click "Next".

3) Enter the required information.

You can use the output information from X-point Cloud to fill in the fields.

Select from the options if necessary, and once the input is complete, click "Save".

Step 6: Set the Chatwork Action

1) Return to the flow and click on the icon "Integrate with App: Send Message".

2) Select the action "Send Message" and click "Next".

3) Enter the required information.

You can use the output information from X-point Cloud to fill in the fields.

Select from the options if necessary, and once the input is complete, click "Save".

This completes the flow of 【Notifying Chatwork when an application is approved in X-point Cloud】.

Step 7: Test and Verify

Once the setup is complete, the following display will appear, so click "Turn on Trigger".
Start the flow bot and verify that it operates correctly.

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Here is the template used this time

Other Automation Examples Using X-point Cloud

There are many other examples of automation using X-point Cloud in Yoom, so here are a few introductions.

1. Notify Google Chat When a Request is Approved in X-point Cloud
This template allows you to automatically notify the "General Affairs Team" channel in Google Chat when a request approved by the General Affairs Department in X-point Cloud.
This speeds up post-approval actions and facilitates smooth information sharing.
Especially in a remote work environment, everyone can stay updated with the latest information in real-time, which is expected to improve work efficiency and productivity.

2. Notify LINE WORKS when an application is approved in X-point Cloud
This template allows automatic notification to the "Sales Team" group in LINE WORKS when an application approved by the sales department in X-point Cloud.
This enables real-time sharing of information after approval, allowing for prompt responses.
Especially since mobile notifications can be utilized even when on the go, the response speed of the entire team is improved, leading to enhanced efficiency and strengthened collaboration.

3. Notify via Gmail when an application is approved in X-point Cloud
This template allows automatic notification to stakeholders via Gmail when an application is approved by the Corporate Planning Department in X-point Cloud.
Once the approval is completed, a notification is sent in real-time through Gmail, ensuring smooth progress for the next actions.
This enables the rapid sharing of important information, prevents delays in response, and is expected to improve the efficiency of business processes and strengthen collaboration among teams.

Summary

In this blog, we introduced a workflow to notify Chatwork when a request is approved in X-point Cloud.
The integration of X-point Cloud and Chatwork is expected to significantly streamline the workflow after request approval.
Additionally, real-time notifications ensure that important information is not missed, and help prevent human errors.
Yoom can be easily set up with no code, making it accessible even without specialized knowledge.
Take this opportunity to configure the integration and improve your business processes and productivity!