How to integrate CollaboFlow with Google Workspace to automatically add employees to a Google Workspace group when a request is approved in CollaboFlow

Step 1: Integration of Collaboflow and Google Workspace with My Apps

1. How to Register Collaboflow

Click "My Apps" and select Collaboflow from "New Connection".

Enter the account name, user ID, and API key according to the annotations outside the frame, and click "Add" to complete the registration in My Apps.

2. How to Register Google Workspace
Next, select Google Workspace from "New Connection".

When the above screen is displayed, click "Sign in with Google".

Next, select the account to integrate.

After confirming the account to integrate, click "Next".

Check "Select All" and click "Continue" to complete the registration in My Apps.

〈Notes for Creating Flow Bots〉
Google Workspace is a feature available only on some paid plans, and a 2-week free trial is available.

This concludes the registration of Collaboflow and Google Workspace in My Apps.
Click the banner below and start creating flows from "Try it out"!

Step 2: Setting the Trigger to Activate Upon Receiving a Webhook from CollaboFlow

First, click on the item "Receive Webhook on Route (Webhook Activation)".

This page is already set up.
If there are no errors, click "Next" to proceed.

After copying the Webhook URL from the above screen, set it up in the CollaboFlow management screen.
Note: For detailed setup instructions, please refer to this article.

Once the setup is complete, register test application information in CollaboFlow.

Click "Test" to display the application information from CollaboFlow that you just set up in the output.
If the output is correctly reflected, click "Save".

Step 3: Retrieve Application Details from CollaboFlow

Next, set up the item "Retrieve Application Details".

This page is already set up.
If there are no errors, click "Next" to proceed.

Set the instance name by referring to the annotation outside the frame.
For the application code, click and set the "Application Code" within "Receive Webhook on Route (Webhook Activation)".
Explanation: By setting it this way, you can automatically retrieve the "Application Code" when a Webhook from CollaboFlow is received.

Set the Document ID in the same way.

Once the setup is complete, perform a "Test".
If the test is successful, the output will be obtained, so click "Save".

Step 4: Add Members to a Google Workspace Group

Next, click on the item "Add Members to Group".

This page is already set up.
If there are no errors, click "Next" to proceed.

For the group key, click on the "Group Key" within "Retrieve Application Details".

Set the email address of the member to be added in the same way.

Set the permissions from the dropdown menu as desired.

Once the setup is complete, perform a "Test" and save it if the test is successful.

Step 5: Turn ON the Trigger

When the above screen is displayed, turn "ON the Trigger" and check if the flowbot activates correctly.
This completes the flow of "Adding an Employee to a Google Workspace Group When an Application is Approved in CollaboFlow".

Introduction to Other Automation Examples Using CollaboFlow and Google Workspace

1. This is a flow where employee information in Google Workspace is automatically updated when a request is approved in CollaboFlow.
By utilizing this flow, you can save time and effort as manual update tasks become unnecessary.
Additionally, it ensures that employee information remains up-to-date, enabling business operations based on accurate data.

2. This is a flow that automatically uploads application documents in PDF format to Google Drive once the application is approved in Collabflow.
By utilizing this flow, the manual upload process becomes unnecessary, reducing the workload.
This automation allows for the quick sharing of necessary information, facilitating smooth communication between teams.

3. This is a flow that automatically sends an email via Gmail when an application is approved in Collaboflow.
By utilizing this flow, you can eliminate the hassle of manually transferring approved applications from Collaboflow to Gmail to send emails.
This allows for the streamlining of the approval process.

Summary

In this blog, we introduced a method to automatically add employees to a Google Workspace group when a request is approved in CollaboFlow by integrating CollaboFlow with Google Workspace. How was it?
With this automation, you can streamline group management and reduce human errors by automating the addition to Google Workspace groups.
Additionally, since information and file sharing can start immediately, it is possible to speed up the initial phase of projects.
By using Yoom, you can easily integrate applications without needing complex programming knowledge.
Please take advantage of this system to improve your daily operations.