To integrate CollaboFlow with HRMOS and update employee information in HRMOS when a request is approved in CollaboFlow.

Step 1: Integrate CollaboFlow and HRMOS with My Apps

Let's start by registering the apps you will use in My Apps.
Registering in My Apps beforehand will make the flow setup smoother.
First, access the My Menu on the left side of the Yoom screen and click the New Connection button on the right side of the screen.

Next, enter CollaboFlow in the search box and select "CollaboFlow" from the displayed options.
When the following screen appears, configure the settings as shown below.

"Account Name" → Set as desired
"User ID" → Set the User ID used for login
"API Key" → Obtain it after logging into CollaboFlow and set it

Once the settings are complete, click "Add".

Similarly, enter HRMOS in the search box and select "HRMOS" from the displayed options.
When the following screen appears, enter "Account Name" and "Access Token" respectively.
※ For the HRMOS My App registration method, please refer to here.

After completing the settings, click "Add".

If CollaboFlow and HRMOS are displayed in My Apps, the registration is complete.

Step 2: Set the Trigger for CollaboFlow "When a Webhook is Received"

Now, let's proceed with the automation settings!
Click "Try it" on the banner below to copy the Flow Bot.

When you click, an image like the one below will appear, so press OK.

When the following screen is displayed, let's check the "Title" and "Description".
If changes are necessary, you can make them by clicking on the relevant section.
First, let's click to set up the "Receive Webhook for Route" in CollaboFlow.

When the following screen is displayed, let's make the following settings.

"Title" → Can be changed if necessary
"Account information linked with CollaboFlow" → Check if the account is correct
"Trigger Action" → When receiving a Webhook for the route

Once the settings are complete, click "Next".

Let's set up the CollaboFlow document to be used as follows.

When retrieving values later, use this part ID as a reference.
Note that only values from 1 to 10 are automatically retrieved.

Return to the Yoom settings.
Once you obtain the URL on the following screen, copy it and set up the Webhook in CollaboFlow.
※ For more information about CollaboFlow's Webhook, please check here.

After completing the setup, send the event, execute "Test", and if successful, click "Save".

Step 3: Set Actions for CollaboFlow "Retrieve Application Details" and HRMOS "Update Employee Bank Account Information"

Next, set up the action to retrieve the application details in CollaboFlow.
Click "Retrieve Application Details" and when the following screen is displayed, make the following settings.

"Title" → Can be changed if necessary
"Account information linked with Google Sheets" → Check if the account is correct
"Action" → Retrieve Application Details

Once the settings are complete, click "Next".

Set up the API connection as follows.

"Instance Name" → Obtain and set from the CollaboFlow URL
"Application Code" → Set the output
"Document ID" → Set the output

When you execute the test with the trigger action, the output is obtained.
By using this output, you can use the values for each flow activation.
※ For more details about the output, please see here.

Once the settings are complete, execute "Test".

If successful, an output list will appear below.
You can obtain test values according to the application details, but the item names are not automatically set.
Editing the item names on this screen is recommended as it makes it easier to understand when registering in HRMOS!

Hover over the item name to see a pencil icon, then click it.
This will allow you to edit the item name as shown below, and click "Save".

Once the item name editing is complete, click "Save" to finish.

Let's set up the update in HRMOS.
Click "Update Employee Bank Account Information" and when the following screen is displayed, make the following settings.

"Title" → Can be changed if necessary
"Account information linked with HRMOS" → Check if the account is correct
"Action" → Update Employee Bank Account Information

Once the settings are complete, click "Next".

Let's set up the API connection.

"Employee ID" → Use the output obtained from the CollaboFlow application details
"Effective Date" → Set "Today" in the following format from the date

‍

Enter "Account Information" using the output as follows.
※ Set all deposit item codes to ordinary deposit and set to "1"

Once all items are set, execute "Test", and if successful, click "Save".

Step 4: Set Up Automation for CollaboFlow and HRMOS

Finally, click "Turn on Trigger" to complete the automation setup.
Make sure to check if the flow bot starts correctly.

Thank you for completing the setup!

Other Automation Examples Using Collaboflow

There are many other examples of automation using Collaboflow on Yoom, so here are a few to introduce.

1. Notify Discord When a Request is Approved in Collaboflow

The first example is a flow that notifies when a request is approved. With automatic notifications, you can save the effort of checking approval status each time and efficiently monitor the situation.

2. Add a Task to Wrike When a Request is Made in Collabflow

Next, we introduce a flow that automatically creates a task from the request details. By automatically adding tasks to Wrike, you can eliminate manual input work and allocate that time to other important tasks, thereby improving work efficiency.

3. Upload the application documents PDF to Google Drive once the application is approved in Collabflow

The last process to introduce is the flow that automatically uploads related documents of approved applications to Google Drive. By utilizing this automation, the manual upload task becomes unnecessary, and the management of application documents will be more efficient.

Summary

By integrating CollaboFlow and HRMOS, it may be possible to facilitate smoother information sharing. Utilizing this automation can streamline a company's HR operations and improve data accuracy. Reducing manual tasks can lead to smoother management of employee information, potentially enabling executives to make quicker decisions.

We encourage you to incorporate the automation introduced here into your operations and experience the benefits of automation!