How to integrate Airtable with Josis to automatically register employee information recorded in Airtable into Josis.

The integration of Airtable, which efficiently manages project progress, marketing plans, and personnel information, with Josis, which is useful for managing member account information, can automate the registration process during employee recruitment and improve work efficiency.
Even without programming knowledge, by linking the two apps with a Yoom account, the information registered in Airtable is automatically reflected in Josis, eliminating the need for manual data entry.
This article explains the benefits of automation when integrating Airtable and Josis, as well as specific integration methods.

Recommended for

・HR and administrative department personnel responsible for information registration during recruitment
・Managers and executives of each team
・Personnel responsible for managing the company's information systems
・Those who want to improve work efficiency without programming

Benefits of Integrating Airtable and Josis

Benefit 1: Streamlining the Recruitment Process

Once employee information registration is completed in Airtable, the information is automatically reflected in Josis in parallel, leading to improved work efficiency for the information systems and HR departments.
Additionally, as manual data entry is no longer necessary, the onboarding process is standardized, ensuring consistent processing for all employees.
This standardization of registration tasks eliminates procedural discrepancies and smoothens the collaboration between the information systems and HR departments, enhancing work quality.

Benefit 2: Accurate Information Management

The integration of Airtable and Josis ensures that the configured data is automatically and accurately shared.
New employee accounts and device information can be correctly managed and updated between the apps, avoiding the risk of discrepancies due to input errors during information updates.

Benefit 3: Integrated Information Management

Previously, when information was registered in both Airtable and Josis, it might have been necessary to cross-check between apps to verify the accuracy of registered information.
With this integration, simply registering information in Airtable automatically registers and updates data on the Josis side as well, achieving efficient data integration.

[About Yoom]

How to Create an Integration Flow between Airtable and Josis

Here, we will introduce how to create a flow bot that adds information to Josis when employee information is registered in Airtable.

1. Hover over the banner and click "View Details"
2. Click "Try This Template" on the page you moved to
3. Register for Yoom
* If you have already registered, the login screen will be displayed, so please log in.

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Step 1: Connect Airtable and Josis to My Apps

(1) First, connect Airtable to My Apps.
After logging into your Yoom account, click "My Apps" on the left and search for Smaregi from "New Connection".

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The Airtable app icon will appear, so click on it, select the relevant workspace from "Add Space", and click "Allow Access".

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Now Airtable is connected.

(2) Next, let's connect Josis.
Search for the Josis app icon in the same way as before and click on it.
The screen will transition as shown below, so open the "Josis Management Screen" in a separate tab, set and enter the API User Key and API Secret Key.

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Enter any account name you like. Once you've entered it, click Add.
Now the two apps are connected to your Yoom account.

Step 2: Set Up App Triggers

Let's set up the flow bot using the template below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register with Yoom
* If you have already registered, the login screen will be displayed, so please log in.

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(1) Open the above template and click the "Try this template" icon. The template will be copied, so click the "OK" button.

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(2) Once the copy is complete, you will be taken to a screen like the one above, so let's proceed with setting up the Flowbot.
First, click on the trigger "When a record is registered".

(3) On this screen, enter the information for the Airtable account you want to link and click [Next].
Keep the trigger action as "When a record is registered".

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(4) On the next screen, select the "Trigger Interval" setting from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
* The trigger interval varies depending on the plan, so please be careful.

Check the annotations for "Base ID", "Table ID", and "Field Name for Created Time" and set them accordingly.
Click [Test], and if there are no issues, click [Save].

Step 3: Registration to Josis

(1) Once the app trigger in Step 2 is set, proceed to set up the action to retrieve employee information on the Josis side.
Click the second action "Register Member".

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(2) Enter and add the Josis account information you want to link on the above screen and click [Next].

(3) Enter the employee information you want to add as needed.
The screen below is an example quoting 'Email Address' from the output obtained from the previous step.

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Once the input is complete, click [Test], and if there are no issues, click [Save].

Step 4: Integration with Airtable

(1) Set up the integration with Airtable again.
Click on the third action "Update Record".

(2) Confirm that the information for the Airtable account you want to link is entered and click [Next].
On the next screen, enter "Base ID", "Table ID or Name", and "Record ID" with reference to the annotations.

(3) Enter the desired information in "Field Information" and "Value", and once the input is complete, click [Test]. If there are no issues, click [Save].

(4) This completes the Flowbot setup.
Finally, click "Turn on Trigger" to enable the automation settings.
Please check if the Flowbot is operating correctly.

The Flowbot template used this time
Add to Josis when employee information is registered in Airtable

Other Automation Examples Using Airtable and Josis

In addition to this article, we introduce other automation examples using Airtable and Josis.
Please utilize them to improve the efficiency of your daily operations.
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① Notify Chatwork When a New Record is Registered in Airtable

When a new record is registered in Airtable, a notification is sent to Chatwork.
If you are sharing and working on Airtable with multiple people on a daily basis, you can easily understand who registered what through Chatwork notifications.
Additionally, if you are managing tasks on Chatwork, you can update tasks in a timely manner based on the record information from Airtable.

② Create a folder in Dropbox when a client is registered in Airtable

When a client is added in Airtable, a folder can be automatically created in Dropbox.
By automating the creation of additional folders, it prevents human errors such as incorrect folder names or omissions in creation, allowing for smooth file management.

③ Register employees in JoSys when they are registered in SmartHR

This is recommended for those who manage employee information using SmartHR or register and manage employee information using JoSys.
Accurate management of employee information enables quick and accurate decision-making by management departments and executives, improving the overall transparency of operations.
Additionally, it eliminates the need for manual data entry and updates, which can improve work efficiency.

Summary

Airtable and Josis are useful tools for implementing in business to properly manage internal information and improve work efficiency.
By integrating the two apps on Yoom, it is possible to reduce human errors such as input mistakes when registering employee information and to centrally manage accurate information.
With improved work efficiency, employees and staff can focus on their tasks with peace of mind.
Take advantage of Yoom's app integration, which can be easily implemented without programming, to enhance the quality of your operations.