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

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

First, register X-point Cloud and Google Chat with Yoom in My Apps for integration.

1. In the Yoom management screen, select "My Apps" on the left side and click "+ New Connection".

2. In the following screen, search for and select X-point Cloud and Google Chat (OAuth) to proceed to the next screen.

＜For X-point Cloud＞

・Enter the subdomain and client ID, then click "Add".
※ If there are multiple domains, please also enter the domain code.

＜For Google Chat (OAuth)＞

・After signing in, enter the Client ID and Client Secret, then click "Register" to complete the registration in My Apps.
※ The method to obtain the Client ID and Client Secret is explained on this help page.

※ Integration with Google Chat is only possible with Google Workspace. For details, please refer to this page.

3. Copy the template for integrating X-point Cloud and Google Chat.

・Open the link below.

・Click "Try this template" to complete the copy.

Step 2: Set up the Trigger for X-point Cloud

Set up the trigger action that will initiate the flow.
In this flow, the trigger will activate when an application is approved in X-point Cloud.

1. Select "My Projects" in the Yoom management screen and click "Notify Google Chat when an application is approved in X-point Cloud [Copy]".
* You can change the template title on the next screen.

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

3. Confirm the account linked with X-point Cloud and click "Next".
* Other items are set by default.

4. Set the form ID and remarks, perform a test, and save if successful.
* You can select the form ID from "Candidates" displayed when you click the frame.

5. Perform a test on the following page and save if successful.

Step 3: Set up to Retrieve Application Information from X-point Cloud

1. Click "Integrate with App: Retrieve document (application) information".

2. Confirm the account linked with X-point Cloud and click "Next".
* Other items are set by default.

3. Set the document ID and perform a test.
* The document ID is set from the output "When document (application) approval is completed" displayed when you click the frame. (Values are displayed in double brackets) This allows dynamic reflection of IDs that change for each document.

4. When the test is successful, the application information approved in X-point Cloud will be displayed in the output.
Save if there are no issues.

Step 4: Set up Google Chat

Finally, set up notifications to a Google Chat space.

1. Click "Integrate with App: Send message".

2. Confirm the account linked with Google Chat and click "Next".
* Other items are set by default.

3. Set the space resource name and message content, and perform a test.
* The space resource name can be selected from "Candidates" displayed when you click the frame.
* The message content can be directly input as a template. It can also be set from the output "Retrieve document (application) information" displayed when you click the frame. (Values are displayed in double brackets) This allows dynamic reflection of content that changes for each application.

4. When the test is successful, a message will be sent to Google Chat.
Save if there are no issues.

5. When the trigger is turned ON, a message will be automatically notified to Google Chat every time an application is approved in X-point Cloud.

If you have any questions about the flow introduced, please check the help page.

Other Automation Examples Using X-point Cloud and Google Chat

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

1. Notify via Gmail when a request is approved in X-point Cloud

You can automate the task of notifying via Gmail after a request is approved in X-point Cloud.
This integration can reduce manual notifications and is expected to improve operational efficiency.

2. Notify Google Chat when a row is added in Google Sheets

You can automate the task of notifying Google Chat after adding information to a new row in Google Sheets.
With this integration, you can automatically notify members of information registered in Google Sheets, facilitating smooth information sharing.

3. Notify Google Chat when an employee is registered in freee HR

You can automate the task of notifying Google Chat when an employee is registered in freee HR.
This integration will ensure smooth information flow and strengthen inter-departmental collaboration.

Summary

Manually notifying Google Chat after approving an application in X-point Cloud is cumbersome and can lead to missed notifications and time lags.
However, by integrating tools and automating notifications, you can eliminate the hassle and solve these issues.
Integrating X-point Cloud with Google Chat can be easily achieved without programming by using Yoom.
By following the steps introduced in this article, you can implement it effortlessly, so take this opportunity to streamline your post-approval tasks.