コラボフローとWordPressの連携イメージ
How to Integrate Applications

2024/12/23

Integrate CollaboFlow with WordPress to automatically add users to WordPress once permissions are approved in CollaboFlow.

m.wadazumi

Project management involving different departments tends to increase the workload. Among these tasks, managing permissions and creating users can be time-consuming and prone to errors. To solve this issue, it is recommended to automatically create users in WordPress when permissions in CollaboFlow are approved. This article introduces the benefits and implementation methods of utilizing this automation. Recommended for: - Those who feel challenged by user management across different departments - Those aiming to enhance WordPress security - Those who want to streamline user registration tasks Benefits and Examples of Integrating CollaboFlow and WordPress Benefit 1: Easier management of projects involving different departments In projects involving multiple departments, managing permissions can become complicated, but automation can potentially solve this issue. For example, when the marketing team requests permissions in CollaboFlow and they are approved, users can be added to WordPress, eliminating the need for administrators to grant permissions. This allows for timely page creation and article publication without delays in granting permissions. Additionally, it minimizes inter-departmental communication, leading to smoother collaboration. Benefit 2: Smoother user creation process A smoother user creation process can reduce the burden on administrators and employees. For example, implementing automation that creates users in WordPress triggered by CollaboFlow approval can prevent input errors and shorten work time. Similarly, when new employees join and request WordPress permissions in CollaboFlow, procedures and workflows can proceed smoothly. This reduces preparation time and prevents delays at the start of operations. Benefit 3: Enhanced security Utilizing the CollaboFlow approval process allows for secure management of WordPress user permissions. Granting WordPress permissions to anyone without approval increases the risk of unauthorized access. However, by incorporating the CollaboFlow approval process, permissions can be granted only to necessary members or project members. This reduces the risk of information leakage and allows for safe WordPress operation. Now, let's explain how to use the no-code tool Yoom to "add users to WordPress when approved in CollaboFlow." [What is Yoom] How to Create a CollaboFlow and WordPress Integration Flow Automation can be achieved by receiving CollaboFlow permission approvals via API and adding users through the WordPress API. Generally, programming knowledge is required, but using the no-code tool Yoom allows for easy implementation without programming knowledge. The integration flow is broadly created through the following processes: - Register CollaboFlow and WordPress as My Apps - Copy the template - Set the CollaboFlow trigger as the starting point of the flow and configure subsequent WordPress operations - Turn on the trigger button and verify the integration operation between CollaboFlow and WordPress If you are not using Yoom, please register for free from [here](https://yoom.fun/members/sign_up?_gl=1*jrwzd7*_gcl_au*MTY3NDQ2MzE2MS4xNzE5MzgyMDY4*_ga*NTcxOTYyNzgyLjE3MTkzODIwNjg.*_ga_663H387CXM*MTcyMjQ4ODg2Ny4xNTEuMS4xNzIyNDkwMzk2LjYwLjAuNjYyMDU0NDY0). If you are already using Yoom, please log in.

Step 1: Register My App for Collabflow and WordPress

Register your My App to connect Collabflow and WordPress to Yoom.
Pre-registering your My App allows for smoother automation settings.

First, register your My App for Collabflow.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

The following screen will be displayed, so use the search bar to search for Collabflow or find it from the list.

When the following screen is displayed, set the "Account Name" as desired.

Go to Collabflow and click in the order of "Settings Icon" → "System Management Area" → "Environment Settings" → "REST API" → "Register" → "Issue API Key".
Return to the Yoom screen, enter the string in the form "{User ID}/apikey:(API Key)", encode it in BASE64, and set the access token.
Check BASE64 encoding from here.

Next, move on to registering My App for WordPress.
The following screen will be displayed, so refer to the instructions and set the red frame.

Once the My App registration for Collabflow and WordPress is complete, it will be displayed in My Apps.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Please read the following screen display and click "OK".
When the following screen is displayed, please check the "Title" and "Description".
If changes are necessary, make them on the following page.
First, to proceed with the settings of CollaboFlow, click "Receive Webhook from Route (Webhook Trigger)".
Step 3: Setting the trigger for CollaboFlow, which is the starting point of the flow, and the subsequent WordPress operation settings. When the following screen is displayed, please check the settings. "Title" → Can be changed by yourself "Account information linked with CollaboFlow" → Check if the account is correct "Trigger Action" → Receive Webhook from Route (Webhook Trigger)
When the following screen is displayed, please copy the Webhook URL within the red frame.
The method for setting up the Webhook is described here, so please check it. Click in the order of "App Settings" → "Route Settings" → "Select the applicable route" → "Webhook" → "New Registration". When the following screen is displayed, make the settings. "Webhook Name" → Set arbitrarily "Webhook URL of the notification destination" → Paste the copied URL "Notification Condition" → Check at the time of approval Once set, click "Save".
Send a Webhook event or execute the trigger event, and click "Test" → "Test Success" → "Save" on the Yoom screen.
Next, to set up to retrieve the data applied in CollaboFlow, click "Get Details of Application Content".
When the following screen is displayed, please check the settings. "Title" → Can be changed by yourself "Account information linked with CollaboFlow" → Check if the account is correct "Action" → Get details of application content
When the following screen is displayed, refer to the description and set the "Instance Name" and "Application Code".
Scroll down and set the "Document ID".
Since the setting is made from the output of "Receive Webhook from Route", click the arrow within the red frame.
When the output is displayed, select "Document ID".
Once set, click "Test" → "Test Success" → "Save".
Next, to set up WordPress, click "Create User".
When the following screen is displayed, check the settings. "Title" → Can be changed by yourself "Account information linked with WordPress" → Check if the account is correct "Action" → Create User
Please check the following precautions.
Install the plugin here on WordPress.
Next, set the "Username".
Select "Username" from the output of "Get Details of Application Content".
For other items, use the output of "Get Details of Application Content" to set them.
Once set, click "Test" → "Test Success" → "Save".
Step 4: Turn on the trigger button and check the collaboration operation between CollaboFlow and WordPress. Finally, click "Turn ON Trigger" to complete the automation settings.
Please check if the flow bot starts up correctly.
The template used this time is here.

Other Automation Examples Using WordPress

1. This is a flow where a notification is automatically sent to Chatwork when an article is published on WordPress.
Since the publication of a WordPress article is notified to Chatwork, the verification process becomes smoother.
It is recommended when providing feedback or having discussions about the article after it is published.

2. This is a flow to automatically add posts to Microsoft Excel when they are published on WordPress.
Published posts can be automatically added to Microsoft Excel, making data management more convenient.
By eliminating the need for manual input, human errors can be prevented.

3. This is a flow for automatically submitting articles from Notion pages to WordPress.
Based on Notion data, articles can be automatically created in WordPress, making it recommended for those who want to increase their posting frequency.
By eliminating the need for manual work, you can reduce the workload.

Summary

By utilizing automation to automatically add users to WordPress once the permissions for the collaboration flow are approved, managing projects involving different departments will become easier.
At the same time, it eliminates the need to manually add users, preventing human errors.
In this way, it will be possible to reduce the burden on administrators and employees, achieving a highly secure operation.

Yoom's automation can be easily implemented by anyone simply by setting it up as described.
Be sure to use this template to smoothly grant permissions in WordPress.

The person who wrote this article
m.wadazumi
I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom. While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society. I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.
Tags
Integration
Automatic
Automation
CollaboFlow
WordPress
App integration
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