To integrate X-point Cloud with Discord and receive notifications on Discord when a request is approved in X-point Cloud

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

When reviewing and processing regularly submitted internal applications, each task from checking the application details to notifying the completion of the approval flow required operations in different apps, which was time-consuming and labor-intensive.
By utilizing Yoom to integrate X-point Cloud with Discord, after approving an application in X-point Cloud, detailed information is automatically notified to Discord.
Automating this series of tasks can shorten the time from approval completion to notification of its contents, thereby reducing the burden on the person in charge.
This article explains how to set up an automated flow that notifies Discord when an application is approved in X-point Cloud and the benefits of implementing it.
By incorporating it into your operations, you can achieve a reduction in manual work and smooth information sharing with related teams, so please take a look.

Recommended for

Those who use X-point Cloud and Discord in their work
Those who find the notification process after approval cumbersome
Managers who want to smooth information sharing between multiple teams
Those who want to smoothly handle follow-up actions after approval completion
Those considering improving work efficiency through the integration of X-point Cloud and Discord

Benefits and Examples of Integrating X-point Cloud and Discord

1. Reduction of Manual Work

By automating the process of manually notifying stakeholders after application approval in X-point Cloud, you can reduce the work time from application approval to notification.
For example, when an expense application is approved in X-point Cloud, an automatic notification is sent from Discord to the accounting staff, simplifying the work from confirmation by the general affairs staff to notification.
The person in charge can focus on other important tasks, contributing to improved productivity for the company.

2. Prevention of Oversights

Automatic notification of X-point Cloud approval status to Discord can avoid troubles such as delays in notification to applicants.
For example, when an expense application for supplies is approved in X-point Cloud, it is automatically notified to the relevant team, allowing the notified staff to immediately start the ordering process.
The person who approved does not need to separately notify Discord, minimizing the impact of oversights or delays in the post-approval process.

3. Strengthening Team Collaboration

Automatic notification of X-point Cloud application approval to Discord facilitates smooth information sharing between different teams.
For example, in a project involving multiple teams, pre-setting notifications of X-point Cloud approval status to team leaders can enable faster post-approval processes.
Notifications based on X-point Cloud application details prevent troubles such as miscommunication, ensuring smooth information sharing.

Now, let's create a flow bot using the template "Notify Discord when an application is approved in X-point Cloud."

[About Yoom]

How to Notify Discord When an Application is Approved in X-point Cloud

This can be achieved by receiving the approval of an application in X-point Cloud using X-point Cloud's API and notifying the details of the X-point Cloud application to Discord using Discord's API.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.

The work until the completion of the flow proceeds as follows.

Integrate X-point Cloud and Discord with My Apps
Copy the template
Set triggers in X-point Cloud and configure Discord
Turn on the trigger

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

・Connect X-point Cloud and Discord to My Apps

(1) First, connect X-point Cloud to My Apps.
After logging into your Yoom account, click "My Apps" on the left panel and search for X-point Cloud from "New Connection".

‍

‍

(2) Search for and click on the X-point Cloud app icon.

‍

‍

(3) Enter the "Subdomain", "Client ID", and "Domain Code", then click [Add].
The first X-point Cloud connection is now complete.

(4) Next, integrate the Discord app.
Select Discord(v2) just like you did for registering X-point Cloud to My Apps.

‍

‍

(4) Enter the "Account Name" and "Access Token", then click [Add].
Set the access token using the Bot token obtained from the Discord Developer Portal.
For instructions on setting up Discord, please refer to this article.

After clicking, you will be redirected to the My Apps screen of your Yoom account with both apps added.
Now, both apps are connected to your Yoom account.

・Copy the Template

After confirming that the new connection of the target app is complete in your Yoom account, click the icon for "Try this template" in the template below.

The template will be copied, so click the "OK" button.

‍

‍

Please move to the "My Projects" screen of your Yoom account and check the template content.

‍

‍

There are three configuration flows.

・X-point Cloud Trigger Settings

(1) First, set the X-point Cloud app trigger.

‍

‍

From "My Projects" on the left side of your Yoom account screen, click "Notify Discord when an application is approved in X-point Cloud [Copy]".

‍

‍

After clicking, the template content will be displayed as shown in the screen below.

‍

‍

(2) First, click on the first action "When the document (application) approval is completed".
(3) Enter the account information to be linked and click [Next].

‍

‍

(4) On the next screen, set the "Form ID".
Click the input bar to expand information based on the linked account content as 'candidates', and select the appropriate ID.
Enter any information in "Remarks" and click [Test].
If there are no issues with the test, click [Next].

‍

‍

(5) On the next screen, after sending the Webhook event or executing the trigger event, click [Test], and if there are no issues, click [Save].

‍

‍

In this step, you can obtain information as output as shown below.
The output information can be quoted and utilized in the subsequent steps, as noted in "This value can be used in other operations."

‍

‍

(6) Next, click on the second action "Retrieve Document (Application) Information".

‍

‍

(7) Confirm that the account information is entered and click [Next].
On the next screen, enter information in "Document ID".
Click the input bar to quote the output obtained from the previous step.
(Below is an example where the output [Document ID] obtained in the previous step is quoted in "Document ID".)

‍

‍

To retrieve information on application items, you can add the target item from "+ Add value to retrieve".
Please check this page for the setup method.

(8) After entering the information, click [Test], and if there are no issues, click [Save].

・Discord Settings

(1) Finally, click on the third action "Send Message".

‍

‍

(2) Enter the account information to be linked and click [Next].

‍

‍

(3) In the "Channel ID" field on the next screen, enter the information according to the notes.

(4) In "Message Content", enter the content you want to notify.
As shown in the image below, you can also quote the output obtained from the previous step.

‍

‍

When notifying, to mention a user, you need to set it in the format <@USER_ID>.
Please check this page for how to obtain a Discord user ID.

(5) After entering the information in the required fields, click [Test], and if there are no issues, click [Save].
This completes the setup.

・Turn on the Trigger

By clicking the red frame part "Turn on the Trigger" on the screen below, the flow bot will start automatically.

‍

‍

Here is the template used this time

Other Automation Examples Using X-point Cloud

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

Notify Google Chat When an Application is Approved in X-point Cloud

After an application is approved in X-point Cloud, a notification is sent to Google Chat, allowing you to quickly grasp the approval status.
By having the approval status notified to Google Chat, you can eliminate the manual task of checking X-point Cloud.

Notify Slack when a request is approved in X-point Cloud

Once a request is approved in X-point Cloud, you will be promptly notified on Slack, allowing you to check the approval status in real-time.
This eliminates the need to log in to X-point Cloud or search, enabling you to take actions based on the approval status.

Notify Microsoft Teams when a request is approved in X-point Cloud

This flow is recommended for those who use Microsoft Teams for internal communication.
Once a request is approved, you will be notified via Microsoft Teams, eliminating the need to log in to X-point Cloud each time to check, thus streamlining your business management.

Summary

By integrating X-point Cloud with Discord into your daily operations, the information sharing process after application approval can be automated, leading to further efficiency in application management tasks.
Eliminating the need for manual notification tasks allows you to avoid cross-application work, resulting in reduced response times.
Additionally, by reflecting information from X-point Cloud and notifying approval statuses on Discord, you can prevent human errors such as missed responses or incorrect information transmission.

Please take advantage of Yoom to experience automation through app integration.