How to link X-point Cloud with Discord and notify on Discord when a request is approved in X-point Cloud
How to Integrate Applications
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2025/01/12
How to link X-point Cloud with Discord and notify on Discord when a request is approved in X-point Cloud
k.ueno
When checking and processing internal applications that are submitted regularly, each task from confirming 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 and Discord, after an application is approved 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 and reduce the burden on the person in charge. This article explains how to set up the automation flow that notifies Discord when an application is approved in X-point Cloud and the benefits of implementing it. By incorporating it into your business, you can reduce manual work and facilitate 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 notification tasks 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 business efficiency by integrating 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 to the accounting staff via Discord, simplifying the work from confirmation to notification for the general affairs staff. The person in charge can focus on other important tasks, contributing to improved productivity for the company.
2. Prevention of Oversights
Automatic notifications of approval status from X-point Cloud to Discord can prevent issues such as delayed notifications to applicants. For example, when an expense application for supplies is approved in X-point Cloud, it automatically notifies the related team, allowing the notified staff to immediately start the ordering process. The person who approved it does not need to separately notify via Discord, minimizing the impact of oversights or delays in the post-approval process.
3. Strengthening Team Collaboration
Automatic notifications of application approvals from X-point Cloud to Discord facilitate smooth information sharing between different teams. For example, in projects involving multiple teams, pre-setting notifications of X-point Cloud approval status to team leaders can enable faster post-approval processes. Since notifications are based on the application details in X-point Cloud, it prevents issues like miscommunication and ensures 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 detailed application content 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 accomplished without programming knowledge.
The work until the flow is completed proceeds as follows.
Integrate X-point Cloud and Discord with My Apps
Copy the template
Set the trigger 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, connect 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 Bot Token obtained from the Discord Developer Portal as the Access Token. For Discord setup instructions, please refer to this article.
After clicking, you will be taken to the My Apps screen of your Yoom account with the two 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" below.
The template will be copied, so click the "OK" button.
Move to the "My Projects" screen of your Yoom account and check the template content.
There are three setup 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". When you click the input bar, information based on the linked account content will be displayed as 'candidates', so 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 a 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 the "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". For the setup method, please check this page.
(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 information according to the annotation.
(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.
To mention a user in the notification, you need to set it in the format like <@USER_ID>. For how to obtain a Discord user ID, please check this page.
(5) After entering information in the required fields, click [Test] and if there are no issues, click [Save]. This completes the setup.
・Turn on Trigger
By clicking the red frame "Turn on 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 skip 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, a notification is quickly sent to Slack, allowing you to check the approval status in a timely manner. This eliminates the need to log in to or search X-point Cloud, 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 allowing for smoother business management.
Summary
By incorporating the integration of X-point Cloud and Discord introduced this time 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-app operations, resulting in reduced response time. Additionally, by reflecting X-point Cloud information and notifying approval status on Discord, you can prevent human errors such as missed responses or incorrect information transmission in advance.
Please take advantage of Yoom to experience automation through app integration.
The person who wrote this article
k.ueno
Until now, as customer support, we have made efforts to resolve users' questions and concerns.
I was moved to learn that by using Yoom, tasks that are becoming increasingly complicated on a daily basis will progress quickly!
From now on, we will continue to distribute content with easy-to-understand content so that people who aim to improve work efficiency can use the service smoothly.
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