How to integrate Notion with Josis to automatically register employee information in Josis when employee information is registered in Notion
How to Integrate Applications
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2024/11/08
How to integrate Notion with Josis to automatically register employee information in Josis when employee information is registered in Notion
m.wadazumi
Would you like to automate employee information registration by integrating Notion with Josis? This automation can save you the trouble of manual input and is expected to provide more accurate data management. Additionally, since employee information registered in Notion is automatically reflected in Josis, registration only needs to be done once. This article introduces the steps to integrate Notion with Josis and the benefits of implementing automation.
Recommended for
Those considering automating HR tasks and looking to enhance data management accuracy using Notion and Josis
HR personnel who want to streamline onboarding processes using Notion and Josis
Those who find employee data within the company complex and wish to synchronize data between systems
Benefits and Examples of Integrating Notion and Josis
Benefit 1: Leads to Accurate Data Management
Integrating Notion with Josis can lead to accurate data management. For example, when employee information is registered in Notion, it is automatically reflected in Josis. This means that HR personnel only need to register employee information in Notion, preventing registration errors and oversight. If employee information is managed accurately, processes like payroll can be conducted without errors. This automation seems to enable consistent and accurate data management.
Benefit 2: Reduces Effort
Once employee information is registered in Notion, it is also registered in Josis, eliminating the need for re-entry. Typically, manual input into multiple systems is required, which can be cumbersome. By implementing this automation, employee data registered in Notion can be reflected in Josis, which is expected to improve work efficiency. For instance, when a new employee joins, registering their employee number and email address in Notion can synchronize with Josis. This can reduce the burden on HR personnel, allowing them to focus on recruitment and training tasks.
Benefit 3: Leads to Time Savings
Utilizing this automation can expedite data processing. For example, by registering employee data in Notion upon joining, it is automatically reflected in Josis, allowing smooth member registration in Josis. This synchronization of employee data in both Notion and Josis can prevent registration delays. Especially during periods when many employees join, manual registration is prone to delays, making this an effective automation.
We will introduce the automation method using Yoom by integrating Notion and Josis.
[What is Yoom]
How to Create an Integration Flow between Notion and Josis
This time, we will introduce the setting method for the following template: "Add to Josis when employee information is registered in Notion." Using this template is convenient as it eliminates the need to set up automation from scratch.
The integration flow is broadly divided into the following processes.
Register Notion and Josys as My Apps
Copy the template
Set the Notion trigger as the starting point of the flow and configure the subsequent Josys operations
Turn on the trigger button and verify the integration operation between Notion and Josys
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Step 1: Register Notion and Josys as My Apps
Register Notion and Josys as My Apps to connect them to Yoom. Completing the My Apps registration in advance will make the automation setup smoother.
Register Notion as a My App. Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Search for Notion in the search bar or find it from the list of apps.
When the following screen appears, click "Select Page".
When the following screen appears, check the page you want to allow access to and click "Allow Access".
Next, register Josys as a My App. Similarly, click "My Apps" → "New Connection" on the left side of the Yoom screen and search for Josys from the list or search bar. When the following screen appears, obtain the "API User Key" and "API Secret Key" from the Josys admin panel. Once obtained, set them on the following page and click "Add".
If Notion and Josys are displayed in My Apps, the registration is complete.
Step 2: Copy the Template
To set up automation, click "Try it" on the banner below.
Please check the following screen display and click "OK".
When the following screen is displayed, please check the "Title" and "Description". If you want to make changes, click on the relevant section to modify it. Now, to proceed from the Notion settings, click "When a specific database page is created or updated".
Step 3: Notion Trigger Settings as the Starting Point of the Flow and Subsequent Operations Settings in Josis
When the following screen is displayed, please check the settings.
"Title" → Can be changed as desired
"Account Information Linked with Notion" → Confirm the account to be used
"Trigger Action" → When a specific database page is created or updated
When the following screen is displayed, please make the settings.
"Trigger Activation Interval" → Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes ※ Please note that the trigger activation interval varies depending on the plan.
"Database ID" → Set according to the instructions
Once set, click "Test" → "Test Successful" → "Save".
Next, to set up retrieving records in Notion, click "Retrieve Records (ID Search)". When the following screen is displayed, check the settings.
"Title" → Can be changed as desired
"Account Information Linked with Notion" → Confirm the account to be used
"Execution Action" → Retrieve Records (ID Search)
Move to Notion and set up employee information for testing. The following is an example, so set the data as desired. ※ Be sure to use the table view.
Return to the Yoom screen and set the "Database ID". Set according to the instructions.
When the following screen is displayed, use the output to set the "Conditions for the Record You Want to Retrieve". To use the output of "When a specific database page is created or updated", click the arrow within the red frame. When the output is displayed, select "Object ID". Once set, click "Test" → "Test Successful" → "Save".
Next, to set up Josis, click "Register Member". When the following screen is displayed, check the settings.
"Title" → Can be changed as desired
"Account Information Linked with Josis" → Confirm the account to be used
"Action" → Register Member
When the following screen is displayed, set the "Email Address". Use the output of "Retrieve Records (ID Search)", so click it. The value set in Notion earlier will be displayed as output. Select "Email Address" from the output.
Similarly, use the output of "Retrieve Records (ID Search)" to set other items. Once all items are set, click "Test" → "Test Successful" → "Save".
Next, to set up updating records in Notion, click "Update Records (ID Search)". When the following screen is displayed, check the settings.
"Title" → Can be changed as desired
"Account Information Linked with Notion" → Confirm the account to be used
"Execution Action" → Update Records (ID Search)
Scroll to set the "Database ID".
When the following screen is displayed, set the "Conditions for the Record to be Updated" as follows.
Scroll and set the "Values of the Record After Update". Here, the item names set in Notion will be displayed. To update the "Member ID" obtained from Josis, use the output from Josis and set it as follows. Once set, click "Test" → "Test Successful" → "Save".
Step 4: Turn ON the Trigger Button and Check the Integration Operation between Notion and Josis
Finally, click "Turn ON Trigger" to complete the automation setup. Check if the flow bot is activated.
The flow bot template used this time Add to Josis when employee information is registered in Notion
Other Examples of Automation Using JoSis and Notion
1. This is a flow where employee information registered in kintone is automatically added to JoSis. This automation is recommended for those who also register employee information in kintone. It eliminates the need to manually transfer employee data, thus reducing workload.
2. This is a flow where employee information in Josis is automatically updated when a row is updated in Google Sheets. Updates to employee data in Google Sheets are reflected in Josis, preventing any omissions.
3. This is a flow that automatically creates a quotation in Google Docs using information from the Notion database and sends an email via Outlook. By automating the creation of quotations and notifications, it significantly reduces the burden on the person in charge.
Summary
By integrating Notion with Josis and automatically registering employee data, human errors will be reduced and data accuracy will be maintained. This will reduce the time spent on employee registration and allow for more efficient operations. Try integrating Notion with Josis to facilitate smooth HR operations.
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The person who wrote this article
m.wadazumi
I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom.
While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society.
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