Integrate CollaboFlow with Microsoft Entra ID to add employees to a Microsoft Entra ID group after approval in CollaboFlow.

・Integrate CollaboFlow with Microsoft Entra ID in My Apps

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

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(2) When the CollaboFlow app icon appears, click on it.

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(3) Enter the "Account Name" and "Access Token", then click [Add].
This completes the connection to CollaboFlow.

(4) Next, connect Microsoft Entra ID.
Search for the Microsoft Entra ID app icon and click on it, following the same steps as before.

(5) After clicking the Microsoft Teams app icon, you will be taken to the sign-in screen, but no further action is needed, and the connection will be completed automatically.

※ Microsoft Entra ID is available only with the Team Plan and Success Plan. For Free Plan and Mini Plan, operations and data connections set in Flow Bot will result in errors, so please be cautious.
※ Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps.
※ Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

Once the settings are correctly configured, you will be redirected to the My Apps screen of your Yoom account with the two apps added.

Now, the two apps are connected to your Yoom account.

・Copy Template

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

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

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

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There are three setup flows.

・Collabo Flow Trigger Settings

(1) First, set the app trigger for the Collabo Flow.

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From "My Projects" on the left side of the Yoom account screen, click "【Copy】Add employee to Microsoft Entra ID group when application is approved in Collabo Flow".

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

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(2) First, click the trigger "When a Webhook is received (Webhook trigger)".
(3) Enter the account information to be linked with Collabo Flow and click [Next].

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(4) On the next screen, you need to copy the Webhook URL and configure it in the management screen.
For instructions on how to set up a Webhook in Collabo Flow, please refer to this article.

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(5) 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 the following information as output.
The output information can be referenced and utilized in subsequent steps, as noted in "This value can be used in other operations."

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(6) Next, click the second action "Get application details".

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(7) Confirm that the account information to be linked is entered, and click [Next].

(8) On the next screen, enter information such as "Instance Name" and "Application Code".
Clicking the input bar allows you to reference the output obtained in the previous step, as shown in the image below.

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

・Microsoft Entra ID Settings

(1) Finally, click the third action "Add user to group".

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

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(3) On the next screen, enter information in the "Group ID" and "User ID" fields.
Clicking the input bar allows you to reference the output obtained in the previous step.
(The image below shows an example of referencing the 【Group ID】 and 【User ID】 obtained in the previous step.)

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

・Turn on the Trigger

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

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Here is the template used this time

Other Automation Examples Using Collaboflow

There are other examples of automation using Collaboflow on Yoom, so let me introduce a few.

Add Employees to a Google Workspace Group When a Request is Approved in Collaboflow

This is recommended for those who want to improve the efficiency of employee access management.
When approval is granted in Collaboflow, members are automatically added to the specified Google Workspace group.
This can prevent registration errors and delays, allowing for smooth business operations.

Register employee information in SmartHR when the onboarding application is approved in CollaboFlow

The automation of information registration tasks that were previously done manually can help reduce the burden on HR personnel.
Additionally, consistent and accurate information management becomes possible, leading to a reduction in data duplication and input errors.

Register employee information in the Office Station when the hiring application is approved in CollaboFlow

By implementing this automation flow, the risk of work errors in the responsible department is reduced, enabling accurate management of employee information.
With centralized information management, tracking and updating employee data becomes easier, thereby reducing the burden of information management tasks.

Summary

The integration of the collaboration flow introduced this time with Microsoft Entra ID enables the reduction of manual tasks and the acceleration of business initiation.
Additionally, by unifying the process, it is possible to eliminate the variations in responses that differed by person in charge.
This will improve the efficiency of procedures when new employees join, leading to enhanced productivity across the organization.

It can be easily adopted, so please utilize Yoom to experience automation through app integration.