Integrate Kaonavi with Chatwork to update Kaonavi member basic information and notify Chatwork when the database information is updated.
How to Integrate Applications
・
2024/12/18
Integrate Kaonavi with Chatwork to update Kaonavi member basic information and notify Chatwork when the database information is updated.
k.ueno
By leveraging Yoom's database to integrate Kaonavi and Chatwork, the efficiency of HR and labor departments is improved, and the accuracy of information is maintained. This will be a useful solution for those who feel challenged in managing information in the HR department. We will explain how to set up an automated flow that automatically updates Kaonavi's member basic information when Yoom's database information is updated and sends a notification to Chatwork, as well as the benefits of implementing it.
Recommended for
HR department staff using Kaonavi and Chatwork
Business owners looking to streamline HR operations
Those who feel challenged in sharing information between teams
Team leaders who feel challenged in updating information in Kaonavi
Managers aiming to improve the accuracy of HR data
Benefits and Examples of Integrating Kaonavi and Chatwork
1. Speeding Up Information Sharing
By automating tasks, notifications about updates to employee information in Kaonavi are sent to a dedicated channel in Chatwork. For example, when a new project manager is decided or there is a personnel transfer between departments, all relevant members are automatically notified. This eliminates discrepancies in recognition among members and allows for a smooth start to operations.
2. Streamlining HR Operations
Every time Yoom's database information is updated, Kaonavi's member basic information is automatically updated and promptly notified in Chatwork, streamlining the work of HR personnel. For instance, when there is a relocation or change in position of an employee, simply updating Yoom's database reflects the changes in Kaonavi. Subsequently, by sending notifications to the relevant teams in Chatwork, it is possible to consistently perform additional information work and dissemination work.
3. Reducing Human Error
By incorporating an automated flow, manual information input and verification tasks are reduced, and proportionally, human errors such as input mistakes are reduced. For example, when updating information such as employee personal information manually, there is a risk of information leakage or incorrect input, but by automating tasks, accurate information is reflected in Kaonavi and Chatwork. Sharing accurate information can reduce the risk of misrecognition among teams.
Let's create a flowbot using the template "Update Kaonavi's member basic information and notify Chatwork when database information is updated".
[About Yoom]
How to Update Kaonavi's Member Basic Information and Notify Chatwork When Database Information is Updated
By pre-storing Kaonavi's member information in Yoom's database and updating that database, it is possible to update the basic information of members on the Kaonavi side via Kaonavi's API and notify Chatwork using Chatwork's API. Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom.
The work until the flow is completed proceeds as follows.
Integrate Kaonavi and ChatGPT as My Apps
Copy the template
Integrate with Yoom's database and set up Kaonavi, followed by Chatwork settings
Turn on the trigger
If you are not using Yoom, please register for free from here. If you are already using Yoom, please log in.
・Integrate Kaonavi and Chatwork with My Apps
(1) First, connect Kaonavi to My Apps. After logging into your Yoom account, click "My Apps" on the left panel and search for Kaonavi from "New Connection".
(2) Click on the Kaonavi app icon that appears.
(3) Enter "Account Name" and "API Token", then click [Add]. Kaonavi connection is now complete. For details on how to integrate Kaonavi with My Apps, please check here.
(4) Next, integrate the Chatwork app. Select Chatwork just like you did for Kaonavi's My App registration.
(5) You will be redirected to the Chatwork login screen, where you should enter your Chatwork account email address and click [Continue]. On the next screen, enter your "Password" and click [Login].
(6) You will be redirected to a screen asking for permission to integrate, review the details, and click [Allow].
The connection with Chatwork is now complete.
Once the connection is successful, you will be redirected to the My Apps screen of your Yoom account with both apps added. Both apps are now connected to your Yoom account.
・Copy the Template
After confirming that the new connection of the target app to your Yoom account is complete, click the "Try this template" icon below.
The template will be copied, so please click the "OK" button.
Please move to the "My Projects" screen of your Yoom account and check the template content.
*This flow includes an action that sets the Yoom database as a trigger, so you need to register and set information such as [Employee Number] and [Name] in the Yoom database before using the template.
There are three setup flows.
・Check Yoom Database Information
(1) First, set the app trigger for the Yoom database.
From the My Projects on the left side of your Yoom account screen, click "【Copy】Update member basic information in Kaonavi and notify Chatwork when database information is updated".
After clicking, the template content will be displayed as shown in the following screen.
(2) First, click on the trigger "When the database is updated".
(3) In this flow, you will need an action to link with the Yoom database and retrieve information that matches the conditions from the Yoom database table. The Yoom database assumes that the following screen has been pre-configured.
For information on how to create a database, please check this page.
In this case, information such as "Employee Number" and "Name" is registered as shown in the image. Make sure to register the corresponding information in Kaonavi. In 'Database Integration', select the target "Project", "Database", and "Table" from the dropdown menu. (The following is an example.)
(4) After setting the target database, click [Next].
(5) On the next screen, check the information retrieved from the database. You will obtain information as output as shown below. The output information can be referenced and utilized in subsequent steps, as noted in "This value can be used in other operations.". (The following is an example.)
・Kaonavi Settings
(1) Next, click on the second action "Update Member Basic Information".
(2) Enter the account information to be linked and click [Next].
(4) On the next screen, enter information in fields such as "Employee Number" and "Name". By clicking the input bar, you can reference the output obtained from the previous step, as shown in the image below.
(5) After entering the information, click [Test] and if there are no issues, click [Save].
・Chatwork Settings
(1) Finally, click on the third action "Send Message".
(2) Enter the account information to be linked and click [Next].
(3) On the next screen, set the "Room ID". As shown in the following screen, obtain content from the linked account, and use the expanded information in 'Candidates'.
(4) Set the "Message Content" as the message for notification. As shown in the following screen, you can utilize the output.
(5) If you want to set a mention, you can mention a specific user by writing [To:{Account ID}]. For information on how to check the account ID, please check here.
(6) 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 frame part "Turn on Trigger" in the following screen, the flow bot will start automatically.
Here is the template used this time
Other Examples of Automation Using Kaonavi
There are other examples of automation using Kaonavi available on Yoom, so here are a few introductions.
Automatically Add Information to Kaonavi and Notify Chatwork When Employee Information is Registered in the Database
By utilizing Yoom's database, you can send the task of adding information to Kaonavi to your familiar chat tool. Automating the process reduces the burden on HR personnel.
Notify Chatwork when an employee is registered in Kaonavi
Recommended for those managing employee information with Kaonavi. Since information sharing tasks are completed with just operations in Kaonavi, it helps prevent human errors such as missed notifications or incorrect recipients. Additionally, as information can be quickly coordinated, post-registration tasks can be carried out smoothly.
Notify Chatwork when an employee is updated in Kaonavi
You can automatically send a notification to Chatwork when there is an update to an employee in Kaonavi. The content of the notification to Chatwork can be set as desired, allowing you to share tasks required due to the update and proceed with work smoothly.
Summary
By integrating Kaonavi and Chatwork as introduced in this article, the process of updating employee information and sharing it with team members can be automated, leading to improved operational efficiency. In particular, in HR department operations, the accuracy of information is maintained, and the risk of human error is reduced. This results in smoother organizational operations and more effective business execution.
Using this article as a reference, please take advantage 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)
.avif)
