How to integrate X-point Cloud with Outlook to receive notifications in Outlook when an application is approved in X-point Cloud

Some teams may be using tools to manage application and approval workflows. How do you check the approval status? In this article, we will introduce a method to link X-point Cloud with Outlook to "notify Outlook when an application is approved in X-point Cloud." This allows you to check the approval status via email, reducing the need to open X-point Cloud each time. Furthermore, by utilizing Yoom, you can create app integrations and flow bots without programming knowledge. Please take a look. Recommended for: If you fall into any of the following categories, consider linking X-point Cloud with Outlook. - Those using X-point Cloud and Outlook for business and aiming to streamline the application approval workflow. - Managers who find manual approval request checks time-consuming and want to prevent work stagnation. - Team leaders who wish to reduce the effort of progress checks in project management and enhance visualization. - Personnel in general affairs or management departments who want to eliminate notification errors or oversights in internal approval workflows. - IT administrators or information systems personnel who want to establish a smooth approval process even in a remote work environment. Benefits and Examples of Linking X-point Cloud with Outlook: Benefit 1: Reduce Workload By automatically notifying Outlook of application completion in X-point Cloud, you can save the time and effort of checking X-point Cloud each time. For example, if you manage project progress in X-point Cloud, linking it with Outlook allows you to receive application completion notifications in Outlook, enabling you to obtain the latest information by checking X-point Cloud. This can reduce wasted time, allowing you to focus on other tasks. Benefit 2: Prevent Information Omissions Notifying Outlook of application completion can reduce mistakes such as overlooking application completions. For instance, consider a team receiving multiple application completions. The more there are, the higher the risk of oversight. By linking X-point Cloud with Outlook and notifying application completions, it may help prevent such human errors. This can improve accuracy and facilitate smooth business operations. Benefit 3: Visualize Application Status Receiving X-point Cloud application completions in Outlook makes it easier for the team to grasp the situation. For example, if there is an application requiring urgent attention, having the application information in Outlook makes it easier for the entire team to check. This can make it easier to confirm the response status and is expected to improve work efficiency. Now, let's introduce how to use the no-code tool Yoom to "notify Outlook when an application is approved in X-point Cloud." [What is Yoom] How to Notify Outlook of Content Added to X-point Cloud: By utilizing this flow bot, we will proceed with the following processes: - Register My Apps in X-point Cloud and Outlook - Copy the template - Set triggers and actions - Turn on the trigger and check the operation You can issue a Yoom account from here. If you already have an account, please log in!

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

First, let's integrate Yoom with the app.

1. Register X-point Cloud with My Apps

After logging into Yoom's workspace, click on My Apps → New Connection.
Next, select X-point Cloud.
Please enter the subdomain, client ID, and domain code.

Now, the registration of X-point Cloud with My Apps is complete.

2. Register Outlook with My Apps

Logging in before starting the registration of Outlook with My Apps will make the process smoother.
Similarly, click on My Apps → New Connection → Outlook.
Select the account you want to integrate.
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Please enter the password.

Now, the registration of Outlook with My Apps is complete.

Step 2: Copy the Template

Next, copy the template you will use to My Projects in Yoom.
Click on the banner below.

Click to switch to Yoom's template site.

Click "Try this template" displayed on the screen.

Click to display that the copy has been made, then click "OK".

Now, the template has been copied.

Step 3: Set the Trigger for X-point Cloud

Next, proceed to the Flowbot settings.
Click on the "When the document (application) approval is completed" of the template you just copied.

1. Select the Linked Account and Action

The title is already entered, but you can change it if necessary.
Check the account information linked with X-point Cloud.
Select the trigger action "When the document (application) approval is completed".
After setting, click "Next".
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2. API Connection Settings for App Trigger ①

Set the form ID and remarks.
Once set, run the test and click "Next".

3. API Connection Settings for App Trigger ②

Click test again.

Once the information from X-point Cloud is retrieved, save it.

Step 4: Set the Action for Outlook

This is the final step!
Click "Send Email" to proceed with the settings.

*Microsoft 365 (formerly Office 365) has plans for home use and general business use (Microsoft 365 Business), and if you are not subscribed to the general business plan, authentication may fail.

1. Email Settings

The title is entered, but you can change it.
Check the account information linked with Outlook.

Enter the To, subject, and body.
Create the body by selecting information from X-point Cloud from the output.
Once everything is entered, click "Next".

3. Test Email Sending

Check the content of the body and if there are no issues, click test.

Click test and if you can notify Outlook, save it.
Once saved, a message will appear saying the template has been copied, so click "Turn on Trigger".

This completes the Flowbot settings.

Other Automation Examples Using X-point Cloud and Outlook

Yoom offers a variety of templates.
This time, we will introduce some of them.

1. This is a template that automatically notifies Gmail when an application is approved in X-point Cloud.

This template modifies the notification app of the flowbot introduced in this article.
By linking Yoom with the app, you can customize it freely and create flowbots tailored to your business needs.

2. This is a template for automatically sending standardized emails via Outlook to leads registered as contacts in HubSpot.

It reduces the time and effort required to send emails manually.
Additionally, since standardized messages can be sent automatically, it helps prevent omissions and mistakes.
This can lead to reduced administrative workload and human errors, thereby improving operational efficiency.

3. This is a template for automatically sending emails via Outlook to participants when an event is registered in the Garoon calendar.

By notifying participants via email, you can prevent any oversights.
This reduces the risk of missing important information such as business meetings and is expected to improve participation rates.

Summary

By integrating X-point Cloud with Outlook, you can easily check the status of applications.
Additionally, by notifying Outlook, you can prevent information omissions and expect better visualization of application information.
Furthermore, by utilizing Yoom, you can create app integrations and flow bots without any coding.
The advantage of using Yoom is that it allows you to create these with simple operations, without requiring difficult knowledge.
Why not take this opportunity to integrate X-point Cloud with Outlook and easily grasp the status of applications?