freee人事労務とChatwork
How to Integrate Applications

2024/07/24

How to link freee HR Labor with Chatwork and receive notifications in Chatwork when an employee is registered in freee HR Labor

m.i

At the end and beginning of the month, there are often many employee joinings, departures, and transfers, right?
That's where the integration of "freee HR" and "Chatwork" comes into play.
With this integration, when an employee is registered in "freee HR," the information is notified in real-time to "Chatwork."
For example, manually registering and notifying new employee information takes time and effort. By integrating, the workload is reduced, and information sharing omissions are prevented.
Real-time notifications allow the entire team to respond quickly, ensuring a smooth onboarding process.
This article introduces specific methods and examples of business use.

Benefits of Integrating freee HR and Chatwork

Benefit 1: Real-time Information Sharing
Previously, the person in charge had to manually input new employee information and notify team members separately.
Integration automates this process, eliminating the need for manual work.
With real-time notifications, all related departments can immediately grasp new employee information, allowing onboarding procedures and orientation preparations to proceed smoothly.
Additionally, receiving the same information simultaneously prevents communication errors and processing delays, ensuring smooth business operations.

Benefit 2: Improved Communication Efficiency
Employee registration information, attendance status, and overtime requests are reflected in real-time in "Chatwork," significantly reducing verification tasks between managers and employees.
This prevents misunderstandings and troubles, facilitating smooth communication across the entire team.

Benefit 3: Shortened Business Processes
The task of registering information in "freee HR" and separately notifying in "Chatwork" was cumbersome.
However, with this integration, manual notification tasks are no longer necessary, allowing the person in charge to focus on other important tasks.
Automation reduces the risk of human error and delays, ensuring information is shared accurately, improving overall business efficiency.

What is Yoom?

It allows integration with various domestic and international apps without coding.
If you don't have a Yoom account, please issue one from the Yoom account issuance page. You can start in 30 seconds!
For basic operations of Yoom, please refer to Getting Started with Yoom.
Also, Yoom offers templates, so please try using them!

How to Create an Integration Flow between freee HR and Chatwork

We have introduced the benefits so far.
Let's quickly integrate the two apps using Yoom!
This time, we will explain how to create a flowbot for "Notify Chatwork when an employee is registered in freee HR."

Step 1: Integrate My App

First, integrate the freee HR and Yoom you are using.
Select My App → New Connection → freee HR from the left side of the Yoom page.
Search for it from the app list or by app name.
Log in with your email address and password, and if the following screen appears without any issues, click Allow.

Next, integrate chatwork.
Log in with your email address and password, and if the following screen appears without any issues, click Allow.

It's OK if the two apps are displayed in My App.

Step 2: Set the Trigger

This time, we will use the available template.
When you open the template page, the following screen will appear, so click on "Try this template". If you are using Yoom, log in; if you are new, register as a member.
Proceed as is, and the template will be copied to your workspace and ready to use. You can rename the template if necessary.
Click on "My Projects" on the left, and you will find the template you just copied.
Click the ellipsis (...) on the right side of the template and select "Edit".

Now, let's set the app trigger.
Select "When an employee is registered".

On the "Select Linked Account and Action" screen, if there is no mistake in the linked account, proceed to the next step.
The following screen will appear, so refer to here to set up the Webhook event.
If there are no issues during testing, save it.

Step 3: Set the Action

Next, let's set the action.
Click on "Get employee information".

Again, on the "Select Linked Account and Action" screen, if there is no mistake in the linked account, proceed to the next step.
The following screen will appear, so select the business location ID from the candidates, and choose the employee ID, target year, and target month from the output.
If there are no issues during testing, save it.

Finally, set "Notify Chatwork".

On the "Select Linked Account and Action" screen, if there is no mistake in the linked account, proceed to the next step.
The following screen will appear, so select the room ID from the candidates for the location you want to notify, and set the message content with your preferred wording.
This time, I set it up like this.
You might want to increase the information you want to notify Chatwork by using the output.
If the test is successful, save it.

Finally, turn on the app trigger to complete. Thank you for your hard work!

Advanced Integration Flow of freee HR Labor and Chatwork

This time, we introduced a flow bot that "notifies Chatwork when an employee is registered in freee HR Labor."
This saves you the trouble of repeatedly checking freee HR Labor to see if an employee has been registered without your knowledge.
At Yoom, we also offer other templates using freee HR Labor and Chatwork. Here are two examples, so please try them out below.

"When there is a request to correct attendance, update the attendance information in freee HR Labor after approval and notify Google Chat."
Are you postponing correction requests for missed or incorrect clock-ins?
With this template, you can update attendance information after approval from a superior by simply entering the request in the Yoom form without opening freee HR Labor.
Additionally, notifications can be sent to Google Chat, so you no longer need to worry about the status of your correction requests.
※Integration with Google Chat is only possible with Google Workspace.
For details, please refer to here.

"When there is an application from the form, add the response content to Excel, notify Chatwork, and send a thank you email"
Managing a large number of prize applications and the application information can be very challenging.
Checking each form one by one, transcribing the response content into Excel, sharing who submitted what kind of application in Chatwork, and sending thank you emails to customers—just writing it down shows how much there is to do manually. How many days would it take to do all of this manually?
With this template, everything can be done automatically.
※Integration with Microsoft services is limited to Microsoft 365 online services and can be used with the plans specified by Microsoft.
For details, please refer to here.

Summary

With the integration of freee HR and Chatwork, employee information and attendance management data are updated in real-time, facilitating smooth communication within the team.
This significantly improves operational efficiency and allows for centralized data management.
By using Yoom, you can easily set up integrations without programming knowledge, using a no-code approach.
Leverage application templates to expand the scope of business automation.

Yoom supports your operational efficiency.

The person who wrote this article
m.i
I have experienced finance-related work for about 3 years since I graduated as a new graduate. Due to the industry, there are so many tasks that are done manually, and I came across Yoom when I thought that if automated, I could do more other work. I'm impressed every day by the convenience of Yoom while writing a blog. I try to make the structure easy to understand.
Tags
Automation
Integration
freee HR 労務
Chatwork
Notification
Related Apps
App integration
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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.
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