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When there are new hires or transfers within the company, it is essential to handle procedures in a high-security environment, and system administrators need to rigorously verify information. By incorporating app integration between Garoon and WordPress using Yoom into your operations, you can reduce the burden of user addition tasks after approval and speed up information sharing, leading to improved productivity. This article explains how to set up an automated flow to add users to WordPress when a workflow is approved in Garoon, and the benefits of implementing it.
Automatically adding users to WordPress when a workflow is approved in Garoon eliminates the need for manual input. This prevents human errors and speeds up the process from approval to user registration. For example, after approving new project members, you can immediately register them in the designated area of WordPress, reducing the waiting time before the project starts. Automatic information addition also reduces the risk of human error and information leakage during operations.
By ensuring that only approved users are automatically registered in WordPress, you can reduce the risk of unauthorized access and misuse. For example, if you operate a WordPress portal site exclusively for employees, centralized management of access rights becomes possible, effectively preventing unauthorized use. It helps maintain high security standards while sharing information.
Automatically registering users in WordPress after workflow approval allows employees to quickly access the necessary information and tools. For instance, when a manager approves the registration of a new employee, they can quickly access internal manuals and training materials published on the dedicated WordPress site. This enables new employees to smoothly adapt to their work in a high-security environment and utilize the necessary resources.
Let's create a flowbot using the template "Add a user to WordPress when a workflow is approved in Garoon."
[About Yoom]
This can be achieved by receiving the approval of a workflow in Garoon using Garoon's API and registering and adding the user data registered in Garoon to a specific area of WordPress using WordPress's API. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily accomplished without programming knowledge.
The work until the flow is completed proceeds as follows.
If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.
The template will be copied, so click the "OK" button.
You will be taken to the "My Projects" screen of your Yoom account, so please check the template content.
There are two setup flows.
In this article, we will prepare and configure a Garoon application form as shown in the screen below.
Before setting up the automation flow, create a form on the Garoon side that matches your operation.
(The following is an example.)
(1) First, set up the Garoon app trigger.
From the My Projects on the left side of the Yoom account screen, click "【Copy】Add a user to WordPress when a workflow is approved in Garoon".
After clicking, the template content will be displayed as shown in the screen below.
(2) Click on the first action "When the workflow is approved" which serves as the trigger.
(3) Enter the account information to be linked and click [Next].
(4) Set the "Trigger Activation Interval" on the next screen.
Select any of the following options for the "Trigger Activation Interval": 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
*Note that the trigger activation interval varies depending on the plan.
(5) Set the "Subdomain" and "Application Form ID" with any information.
For how to check the application form ID in Garoon, please refer to this page.
(6) After entering the information, click [Test], and if there are no issues, click [Save].
At this step, you can obtain information as output as shown below.
The output information can be quoted and utilized in the subsequent steps as noted, "This value can be used in other operations."
(1) Finally, click on the second action "Create User".
(2) Enter the account information to be linked and click [Next].
(3) To execute this action, you need to install and activate this plugin in WordPress.
Before setting up the action, download the Zip file from the "Code" button and install it in WordPress.
(4) After completing the pre-installation, continue with the setup.
Enter information in fields such as "Username" and "Email Address".
Click the input bar to quote the output obtained in the previous step.
(Below is an example quoting "Username", "Email Address", and "Password" obtained in the previous step.)
(5) For "Role", select the content that matches your operation from the dropdown.
(6) After entering the information, click [Test], and if there are no issues, click [Save].
This completes the setup.
Click the red-framed part "Turn on the Trigger" in the screen below to automatically start the flow bot.
Here is the template used this time
There are other examples of automation using WordPress on Yoom, so here are a few introductions.
This is a flow that automatically creates a user with specific permissions in WordPress when an employee is registered in SmartHR.
It reduces the time spent on employee registration and prevents human errors such as input mistakes and registration omissions.
This flow is recommended for those managing employee data in Notion.
By automating tasks and preventing human errors such as input mistakes, registration can be carried out smoothly, allowing new personnel to engage in their duties with confidence.
This is a recommended flow for companies that create and operate their internal portal site using WordPress.
It reduces the time required for registration and minimizes the risk of input errors and registration omissions.
By integrating the Garoon and WordPress app collaboration introduced this time into your business, you can automatically add user information on the WordPress side after workflow approval, leading to improved efficiency in business processes and enhanced security of management information.
Additionally, by leveraging benefits such as reducing manual work for staff and speeding up information sharing, you may be able to improve the traditional business environment for the better while maintaining high security.
Please take advantage of Yoom to experience automation through app integration.
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