Integrating HRMOS with GMO Sign: How to Create an NDA Using HRMOS Information and Send It via GMO Sign
How to Integrate Applications
・
2025/01/08
Integrating HRMOS with GMO Sign: How to Create an NDA Using HRMOS Information and Send It via GMO Sign
k.ueno
As the digitalization of contract conclusion procedures progresses, streamlining the process from document creation to sending documents to the intended recipients is a significant challenge for companies. In particular, in the HR department, creating and managing NDAs (Non-Disclosure Agreements) may take a lot of time, becoming a burden for the personnel in charge. By incorporating the app integration of HRMOS and GMO Sign using Yoom into your operations, documents are automatically created based on HRMOS information, reducing input and transcription errors. Additionally, since the created documents can be automatically sent to the intended recipients safely and accurately with GMO Sign, you can prevent troubles such as mistakenly sending important information to different employees. This article explains how to set up the automated flow of creating NDAs using HRMOS information and sending them with GMO Sign, as well as the benefits of implementing it. By incorporating it into your operations, you can achieve efficiency in the contract process and reduce the burden on personnel, so please take a look.
Recommended for
Companies that have implemented HRMOS and GMO Sign
Those aiming to streamline NDA creation and management tasks in the HR department
Managers aiming to speed up the contract process
Team administrators who want to centrally manage contracts for multiple projects
Benefits and Examples of HRMOS and GMO Sign Integration
1. Shortening the Time to Complete Procedures
By integrating HRMOS and GMO Sign and automating the process from creating NDAs based on HRMOS information to sending documents, you can shorten the time it takes from contract creation to sending. For example, this integration may facilitate the process of onboarding new employees, preventing errors such as procedures not being completed before joining. Additionally, by automating the procedure process, it is expected to prevent situations where contracts could not be sent in advance.
2. Improving Information Accuracy by Reducing Errors
By utilizing employee information registered in HRMOS to automatically generate NDAs and send documents with GMO Sign, you can prevent manual input errors and omissions. For instance, when sending an NDA to a candidate during new employee recruitment, accurate information from HRMOS is automatically reflected in the contract documents and can be safely sent with GMO Sign, minimizing human errors. By reducing manual processes from information input to contract sending, you can expect to improve the accuracy of operations.
3. Reducing the Burden on Personnel
By implementing this automated flow, you can eliminate the need for personnel to manually confirm information and create documents each time. For example, when sending an NDA to an individual during onboarding, you can automate the process from document creation triggered by operations on the HRMOS side to sending documents with GMO Sign, reducing the steps of traditional manual work. By reducing the workload, personnel may be able to engage in their duties with more ease.
Now, let's create a flow bot using the template "Create NDAs using HRMOS information and send them with GMO Sign".
[What is Yoom]
How to Create NDAs Using HRMOS Information and Send Them with GMO Sign
It is possible to achieve this by receiving the creation of NDAs using HRMOS information via HRMOS API, utilizing Google Docs API to automatically create contracts based on that content, and sending that content with GMO Sign using the API provided by GMO Sign. Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily achieved without programming knowledge.
The work until the flow is completed proceeds as follows:
Integration of HRMOS, Google Docs, and GMO Sign My Apps
Copying the template
Setting the HRMOS Chrome extension trigger and linking with Google Docs, followed by setting each operation of GMO Sign
Turning the trigger ON
If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.
・Linking HRMOS, Google Docs, and GMO Sign with My Apps
(1) First, connect HRMOS to My Apps. After logging into your Yoom account, click "My Apps" on the left panel and search for HRMOS from "New Connection".
(2) Search for the HRMOS app icon and click on it.
(3) Enter the "Account Name" and "Access Token" for the HRMOS you want to link, and click [Add]. The first HRMOS is now connected. For more information on how to link HRMOS apps, please check this page.
(4) Next, search for the Google Docs app icon and click on it.
(5) Click "Sign in with Google" to proceed to the account selection screen, and choose the account you want to link from the management accounts on the right. After selection, proceed to the sign-in screen and complete the authentication. This completes the connection of the second Google Docs.
(6) Next, perform the app linking for GMO Sign. Select GMO Sign using the same procedure as before.
(5) Enter 【GMO】 in the "Account Name" and "Access Token", and click [Add]. After clicking, you will move to the My Apps screen of the Yoom account with the three apps added. Now, the three apps are connected to the Yoom account.
・Copying Templates
After confirming that the new connection of the target app to the Yoom account is complete, click the icon for "Try this template" in the template below.
The template will be copied, so click the "OK" button.
Please move to the "My Projects" screen of your Yoom account and check the template content.
There are 5 setup flows.
・Setting up the HRMOS Chrome Extension Trigger
(1) First, set up the HRMOS Chrome Extension Trigger.
From "My Projects" on the left side of your Yoom account screen, click "【Copy】Create NDA using HRMOS information and send with GMO Sign".
After clicking, the template content will be displayed as shown in the screen below.
(2) Click "Launch from Employee Detail Page" on the Chrome extension icon, which is the first action.
(3) The red part in the above image states "Install the Chrome extension from here". To use the Chrome extension trigger, please check this page. If you haven't installed the Chrome extension, please install it from here.
(4) After completing the Chrome extension setup, enter the account information to link with HRMOS and click [Next].
(5) On the next screen, launch the flow bot from the employee detail page and obtain basic business information. Enter the HRMOS URL to test in the "Sample URL of Launch Page". After entering, click [Test] and if there are no issues, click [Save].
In this step, it is possible to obtain information pre-stored in HRMOS as output. The output information can be quoted and utilized in the subsequent steps, as noted in "This value can be used in other operations."
※ The extension can also be installed from the top right of the template.
・Setting up Google Documents
(1) Next, click the second action "Issue Document".
(2) Enter the account information to link and click [Next].
(3) In the "Template Document Linkage" section, click the input bar to expand the contents obtained from the account as 'candidates', and select the relevant information from these.
(4) Enter information in the "Issued Document" section and click [Next].
(5) To use "Issue Document", it is necessary to create a template document in advance using "Google Docs" or "Google Sheets".
Create the template document according to this setup method. If you cannot execute the document issuance operation, please refer to this page to try to resolve the issue.
(6) Once the template document is created, click "Get Replacement Conditions". In this case, specify the "Replacement Target String" as [Contract Conclusion Date] and set it to be replaced with today's date. If you want to specify the date information of 'today' when the flow bot is launched in the input field, click the input bar as shown in the image below and set it in the desired format by expanding the information 'Date' → 'Today's Arrow'.
(7) Once the replacement conditions are obtained without any issues and the settings are made according to the operation, click [Test] and then click [Save].
・Setting up GMO Sign
(1) Next, click the third action "Generate Access Token". Please check here for how to request a signature with GMO Sign.
(2) Enter the account information to link and click [Next].
(3) In the next screen, enter the information for "Secret Key" and "Customer ID" obtained from the GMO Sign side.
(4) After entering the information, click [Test] and if there are no issues, click [Save].
(5) Next, click the fourth action "Register Document for Envelope".
(6) Confirm that the account information to link is entered and click [Next]. On the next screen, enter information in the fields such as "Secret Key" and "Customer ID". The "Access Token" can be quoted from the output obtained in the previous step by clicking the input bar.
(7) In this flow, the "File Attachment Method" is set to use the output for the issued document.
(8) After entering the information, click [Test] and if there are no issues, click [Save].
(9) Finally, click the fifth action "Request Signature for Envelope".
(10) Confirm that the account information to link is entered and click [Next]. On the next screen, enter information in the fields such as "Secret Key" and "Customer ID". "Signature Completion Notification Email" and "Use of Webhook" can be selected from the dropdown.
(11) Outputs obtained from the previous step can also be utilized in each field. The image below shows the "Document Code" field quoting the output [Document Code] obtained from the previous step.
(12) After entering the necessary information, click [Test] and if there are no issues, click [Save]. This completes the setup.
・Turn on the Trigger
Click the red frame part "Turn on Trigger" in the screen below to automatically start the flow bot.
Here is the template used this time
Other Automation Examples Using HRMOS
Here are some other examples of automation using HRMOS available on Yoom.
Create an NDA Using HRMOS Information and Send It via CloudSign
By launching the Chrome extension trigger from the HRMOS employee details page, you can automate the process from creating an NDA to sending it via CloudSign. Since the flow can be initiated from the HRMOS employee details page, NDAs can be created and sent in line with employee onboarding and offboarding, reducing the workload for the person in charge.
Create and Send NDA Using HRMOS Information with freee Sign
This is a flow that allows for the quick creation and sending of NDAs after adding new or mid-career employees to HRMOS. By automatically sending with freee Sign, you can prevent issues such as sending errors and reduce the burden on the person in charge.
Register Employee Information from Notion to HRMOS
By integrating data between Notion and HRMOS, you can quickly reflect the latest information and reduce the time lag until the information is fully registered. This prevents issues such as forgetting to update information or sharing errors.
Summary
With the app integration of HRMOS and GMO Sign introduced this time, you can streamline the process from creating NDAs based on the information managed in HRMOS to sending documents via GMO Sign, thereby reducing the workload of the person in charge. Additionally, by automating daily tasks, human errors during operations are reduced, which can lead to a shorter time lag from hiring new employees to the start of their training.
Please refer to this article and make use of Yoom to experience automation through app integration.
The person who wrote this article
k.ueno
Until now, as customer support, we have made efforts to resolve users' questions and concerns.
I was moved to learn that by using Yoom, tasks that are becoming increasingly complicated on a daily basis will progress quickly!
From now on, we will continue to distribute content with easy-to-understand content so that people who aim to improve work efficiency can use the service smoothly.
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated. With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.
Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
.avif)
.avif)
.avif)
