How to integrate Notion with SmartHR to automatically register employee information in SmartHR when it is registered in Notion.

The process consists of 5 steps.

1. Register Notion and SmartHR as My Apps
2. Set a trigger to activate when a page in a specific database is created in Notion
3. Set an action to retrieve records in Notion
4. Set an action to register employees in SmartHR
5. Verify the automation between Notion and SmartHR

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Step 1: Register Notion and SmartHR as My Apps

Please register Notion and SmartHR as My Apps to connect them to Yoom.
Completing the My App registration first will simplify the automation setup.

First, register Notion as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.
Find Notion from the app list or search for it using "Search by App Name".

When the following screen is displayed, click "Select Page".

When the following screen is displayed, check the pages you want to allow and click "Allow Access".

Next, register SmartHR as a My App.
Please refer to the Yoom Help Page for instructions on how to register.

If Notion and SmartHR are displayed in My Apps, the registration is complete.

Step 2: Set a Trigger to Activate When a Page in a Specific Database is Created in Notion

To set up automation, click "Try it" on the banner below.

Read the following screen display and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If changes are necessary, you can make them from the page below.
First, click "When a specific database page is created or updated" to proceed with Notion settings.

The following screen will be displayed, so check the settings.

• "Title" → Set optionally
• "Account information linked with Notion" → Check for discrepancies in the account
• "Trigger action" → When a specific database page is created or updated
  

When the following screen is displayed, set it up.

• "Trigger interval" → Choose from 5 minutes, 10 minutes, 15 minutes, 30 minutes, 60 minutes
  Note that the trigger interval varies depending on the plan.
• "Database ID" → Check the description and set it

Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 3: Set up an action to retrieve records in Notion

Next, click "Retrieve Records" to set up the record retrieval in Notion.
When the following screen is displayed, check the settings.

• "Title" → Set optionally
• "Account information linked with Notion" → Check for discrepancies in the account
• "Execute action" → Retrieve records (ID search)
  

Move to the Notion screen and set the item names for employee information for testing.
As an example, it was set as follows.
* Be sure to use the table view.

Return to the Yoom screen and set up "Database Integration".
Check the description and make the settings.

The following screen will be displayed, so check the setup method.

When the following screen is displayed, set the "Conditions for the records you want to retrieve".
Use the output of "When a specific database page is created or updated" to set it, so click the arrow in the red frame.
When you click, the output will be displayed, so select "Object ID".
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 4: Set up an action to register employees in SmartHR

Next, click "Register Employee" to proceed with the SmartHR settings.
When the following screen is displayed, check the settings.

• "Title" → Set optionally
• "Account information linked with SmartHR" → Check for discrepancies in the account
• "Action" → Register Employee
  

When the following screen is displayed, check the description and set the "Tenant ID".

Scroll down and set the employee information.
Use the output of Notion's "Retrieve Records (ID search)" to set it.
Use the output for other items as well.
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 5: Verify the automation between Notion and SmartHR

Finally, click "Turn on Trigger" to complete the automation setup.
Check if the flowbot starts correctly.

Other examples of automation using Notion and SmartHR

1. A flow that automatically updates the employee management ledger in Notion when employee information is updated in SmartHR.
‍As soon as employee information is updated, it is immediately reflected in Notion, allowing quick access to the latest data.

2. This is a flow that adds employee information registered in SmartHR to Notion and automatically notifies Google Chat.
Employee information is automatically added to Notion and notifications are sent to Google Chat, so there is no worry about missing a registration.

This is a flow that retrieves employee information from SmartHR, which is updated once every 3.1 months, and automatically updates a Google Spreadsheet.
‍Employee information is retrieved at a specified date and time each month and automatically registered in a Google Spreadsheet.
This automation is convenient for cases where regular updates are necessary.

Summary

By integrating Notion with SmartHR, managing employee information becomes easier and reduces the effort required for data entry.
This leads to a reduction in human errors and saves time.
As a result, HR personnel can allocate more time to tasks such as recruitment planning, potentially improving work performance.
We encourage you to utilize this convenient automation to streamline your daily operations.

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