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

In the business world, quick decision-making and smooth communication between teams are becoming increasingly important.
In particular, streamlining business processes using digital tools is a challenge that many companies are focusing on.
This time, we will introduce how to integrate X-point Cloud with Slack to automatically notify Slack when an application is approved in X-point Cloud.
This integration allows you to quickly start the next action after approval, improving the overall efficiency of the team.
We will also explain how to set it up without any code, so please use it as a reference.

Recommended for

Those who use X-point Cloud and Slack for daily operations
Those who want to receive approval notifications quickly
Those who want to prevent omissions and duplicate processing after application approval and improve the accuracy of operations

Benefits and Examples of Integrating X-point Cloud and Slack

Benefit 1: Speeding up the Approval Process

By quickly notifying Slack of application approvals in X-point Cloud, you can expect to quickly start the next action after approval.
For example, when an expense reimbursement application is approved, the accounting staff can receive a notification on Slack and immediately proceed to the payment process. This reduces the time spent checking emails and logging into systems, thereby improving overall business speed.

Benefit 2: Preventing Missed Important Notifications

Since notifications are delivered in real-time on Slack, the risk of missing important information about application approvals is significantly reduced. For example, when a travel application is approved, notifying the entire team allows relevant members to immediately start scheduling and preparations. This prevents delays and confusion in operations due to missed communications and supports smooth project progress.

Benefit 3: Preventing Human Errors

The mechanism of notifying Slack when an application is approved in X-point Cloud significantly reduces the risk of human error. First, automation of notifications prevents missed approvals. Next, since all stakeholders can share information in real-time, duplicate processing of the same application can be avoided. Furthermore, since the approval details and timing are recorded on Slack, manual recording errors can also be prevented. These improvements enhance the accuracy and efficiency of operations.

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

[About Yoom]

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

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

The steps for this integration flow are broadly as follows:

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

Preparation

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

2)For registering My Apps in X-point, you need a subdomain, client ID, and domain code.
Obtain the client ID in advance.
On the X-point management site, navigate to "Domain Management Screen > Credentials" and issue it on the "OAuth 2.0 Client ID" screen.
Also, if the X-point URL is "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 Slack 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. Search for the two apps you will use this time, "X-point Cloud" and "Slack", one by one from the search window at the top.

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

Similarly, once you have selected Slack, choose the posting destination and click "Authorize".

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, please click "OK".

When this screen appears, the copy has been completed successfully.

After that, you can click on the title or details to edit them.
There is a "!" icon displayed on the right side, 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 document (application) approval is completed".

Step 4: Set the X-point Cloud Action

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

2) Enter the required fields.
If the form ID is registered in the app, you can select it from the options.
Once selected, 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 the icon "Integrate with App: Retrieve document (application) information".

2) Select the action "Retrieve document (application) information", enter the database ID, and click "Next".

3) Enter the required information.

You can enter using the output information from X-point Cloud.

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

Step 6: Set the Slack Action

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

2) Select the action "Send message to channel" and click "Next".

3) Enter the required information.

You can enter using the output information from X-point Cloud.

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

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

Step 7: Test and Verify

Once the setup is complete, the following display will appear, 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 for automatic notifications to the "General Affairs Team" channel in Google Chat when a request approved by the General Affairs Department in X-point Cloud.
This enables quicker responses after approval and 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 Chatwork when a request is approved in X-point Cloud
This template allows automatic notification to the "Finance Team" group in Chatwork when a request approved by the finance department in X-point Cloud.
This enables post-approval tasks to proceed quickly and allows the entire team to share information instantly.
Especially when there are multiple approvers, it ensures that important information is not overlooked, leading to improved efficiency and smoother communication.

3. Notify Outlook when a request is approved in X-point Cloud
This template allows automatic notification to the "HR Team" in Outlook when a request is approved by the HR department in X-point Cloud.
This ensures that approval information is immediately shared via email, allowing the next steps to commence promptly.
In particular, email notifications make it easier for the entire team to understand the approval status, helping to prevent delays and ensuring efficient task progression.

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Summary

In this blog, we introduced a workflow that sends notifications to Slack when an application is approved in X-point Cloud.
By integrating X-point Cloud with Slack, you can expect to streamline the application approval process and speed up information sharing.
Real-time notifications ensure that you don't miss important information and can immediately start actions after approval, enhancing both the speed and accuracy of operations.
Additionally, it helps prevent human errors and can improve the overall productivity of the team.
Furthermore, using a no-code tool like Yoom makes integration settings easy.
Please refer to the steps in this blog and consider incorporating integration features into your company's business processes.