NotionとWordPressの連携イメージ
How to Integrate Applications

2024/12/10

How to integrate Notion with WordPress to add user information from Notion to WordPress

m.takahashi

Have you ever felt the hassle of manually entering the same information multiple times when granting accounts for employees to use in their work? For companies with a large number of employees or those where employee assignments frequently change, resulting in job changes, account registration tasks can often consume a lot of time. In this article, we will explain how to integrate Notion with WordPress to automatically register employee information added in Notion as users in WordPress. This automation can eliminate the need for manual registration tasks and potentially make employee information management more efficient. It can be easily achieved without programming, so be sure to check out how automation can be implemented. Recommended for: We highly recommend this integration for the following individuals! - Those who are utilizing both Notion and WordPress - Company representatives using Notion for employee management and providing employee-oriented content on WordPress - HR personnel at companies with frequent new hires who want to automate employee information registration - Those who find managing employee accounts for tasks using WordPress cumbersome - IT personnel at companies who want to ensure consistency of employee information managed across multiple platforms Benefits and Examples of Integrating Notion and WordPress Improved Work Efficiency and Time Savings: When employee information is added to Notion, user registration in WordPress is automatically performed. This eliminates the need for manual user registration tasks, reducing the time required for employee onboarding procedures. For example, in companies distributing employee-exclusive content using WordPress, every time new employee information is registered in Notion, user registration in WordPress is automatically completed. This prevents errors in onboarding tasks and enables smooth information sharing. Additionally, by reducing the time previously spent on manual tasks, it creates an environment where focus can be shifted to other tasks. Accurate Information Management and Centralization: By automatically synchronizing employee information registered in Notion with WordPress, all employee data can be centrally managed. This prevents the hassle of updating information across multiple platforms and discrepancies in information, maintaining accurate data. For instance, if employee information used for tasks in WordPress is managed in Notion, once registered, accounts are automatically issued, allowing for a smooth start to tasks using WordPress. Furthermore, automating registration maintains data consistency and avoids registration errors by preventing human errors. Enhanced Security: With the integration of Notion and WordPress, every time an employee is registered, they are automatically registered as a WordPress user, making access rights management simple and reliable. It reduces the risk of errors or incorrect permissions being granted, which can occur with manual user additions. Additionally, by centrally managing employee information in Notion, information is visualized, allowing for smooth responses such as account deletion when employee work status changes, such as retirement. This reduces the risk of unauthorized access to confidential information and potentially enhances overall company security. Now, let's introduce the method of automation using Yoom. [What is Yoom] How to Add Employee Information Added in Notion as Users in WordPress: The flowbot we will be integrating this time is "Add a user to WordPress when an employee is registered in Notion."

The integration flow is broadly divided into the following processes:

・Register Notion and WordPress as My Apps
・Copy the template
・Set the trigger for Notion, which is the starting point of the flow, and then set the WordPress operations that follow
・Turn on the trigger button and verify the integration between Notion and WordPress

If you are not using Yoom, please register for free from here.
If you are already using Yoom, please log in.

Step 1: Integrate Notion and WordPress as My Apps

First, register the Notion and WordPress you will use as My Apps.
By registering them in My Apps in advance, the flow setup will be smoother.

First, access the My Menu on the left side of the Yoom screen and press the New Connection button on the right side of the screen.

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Next, enter Notion in the search window and select "Notion" from the displayed options.
If you are logged into Notion, the following screen will be displayed, so check the contents and click "Select Page".

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Select the page you want to access from Yoom.
Click "Allow Access" to complete.

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Next, let's also register WordPress as My App.

As before, enter Notion in the search window and select "Notion" from the displayed options.
The following screen will be displayed, so enter the contents and click "Add" to complete.

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

Step 2: Set the Notion trigger "When a specific database page is created or updated"

Now, let's proceed with the automation settings.
Click "Try it" on the banner below to copy the flow bot.

When you click, an image like the one below will appear, so press OK.

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When the following screen is displayed, let's check the "Title" and "Description".
If changes are necessary, click on the relevant part to make changes.
To set up Notion first, click "When a specific database page is created or updated".

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After clicking, proceed with the following settings.

"Title" → Can be changed as needed
"Account information linked with Notion" → Check if the account is correct
"Trigger Action" → When a specific database page is created or updated

Once the setup is complete, click "Next".

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Before setting up Yoom, let's set up the Notion database to be linked.

What is important here is to <span class="mark-yellow">set up the items required for WordPress settings in the database</span>.
The following three items are mandatory when registering with WordPress using Yoom.

・Username
・Email address
・Password

This time, assuming that the password will temporarily use the employee ID, the database was set up as follows!

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Returning to Yoom settings.
First, read through the setup method and scroll through the screen.

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Let's proceed with the detailed settings.

"Trigger activation interval" → Set as desired
* The trigger can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. Please note that the shortest activation interval varies depending on the plan.
"Database ID" → Set the ID of the database you set earlier
* For information on how to check the database ID, please refer to here.

Once the setup is complete, execute "Test" and if successful, click "Save".

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Step 3: Set Actions for Notion "Retrieve Record" and WordPress "Create User"

Next, let's proceed with setting up the actions.
First, set up the action "Retrieve Record" in Notion.
This action allows you to retrieve the details of the record added by the trigger.

When you click "Retrieve Record (ID Search)", the following screen will be displayed, so proceed with the following settings.

"Title" → Can be changed as needed
"Account information linked with Notion" → Check if the account is correct
"Action" → Create User

Once the setup is complete, proceed to the next screen.

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Set the database ID from which to retrieve records.
Click the input field to display suggestions, and select the same database used in the trigger action.
After setting, click "Next".

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The following screen will be displayed, so read through the setup method and proceed to the next screen.

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Set the conditions for the record to be retrieved.
The condition for the record you want to retrieve this time is "record added by the trigger action".

<span class="mark-yellow">Record ID to be retrieved = ID added by the trigger action</span>

Set it up like this.
The value retrieved each time the flow is activated will vary, so use the output obtained in the trigger action.
By using the output, you can change the value each time the flow is activated.
* For more information about output, please see here.

Click the input field to display suggestions below.
Select "Object ID" from the output and click to complete the addition of the output.

Execute "Test" and if successful, click "Save".

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Next, let's proceed with the WordPress settings.
When you click "Create User", the following screen will be displayed, so proceed with the following settings.

"Title" → Can be changed as needed
"Account information linked with WordPress" → Check if the account is correct
"Action" → Create User

Once the setup is complete, click "Next".

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The following screen will be displayed, so read through the precautions.

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Proceed to the next screen and perform detailed settings.
Add values to the three mandatory items mentioned earlier using the output.
Click the input field and select the output that matches each item from the suggestions, and add them.

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Additionally, although not mandatory items,
・Display name
・First name
・Last name
These items can also be set, so add the output.
You can also combine two or more outputs to use them!

Once the setup is complete, execute "Test" and if successful, click "Save" to complete.

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Step 4: Verify the Automation Using Notion and WordPress

Finally, click "Turn on Trigger" to complete the automation setup.
Let's check if the flow bot is activated correctly.

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Thank you for setting it up!

Other Automation Examples Using WordPress

There are many other examples of automation using WordPress on Yoom, so here are a few introductions.

1.Submitting Articles to WordPress from Notion Pages

The first flowbot we introduce automates the submission of articles to WordPress. By eliminating the need to manually submit pages created in Notion, it seems possible to streamline the content publication process!
※AI operations are available only with the Team Plan and Success Plan. Paid plans such as the Team Plan and Success Plan offer a two-week free trial.

2.Add a user to WordPress when a workflow is approved in Garoon

The next process to introduce is the flow of registering a user once it is approved in Garoon. By eliminating the waiting time for approval and automating the registration, it may help create an environment where you can focus on core tasks.

3.Notify Slack when an article is published on WordPress

The last flow to introduce is notifying Slack when an article is published. This eliminates the manual task of informing others about the publication, making information sharing smoother.

Summary

The integration of Notion and WordPress is expected to reduce manual effort and streamline workflow. By achieving accurate information management, the efficiency of managing employee information will improve, leading to faster operations. As a result, an overall increase in company productivity can be anticipated. This integration will be particularly beneficial for companies that frequently hire new employees or manage information across multiple platforms.

Be sure to utilize Yoom and see how much more efficient your operations can become through automation!

The person who wrote this article
m.takahashi
I experienced jewelry sales as a new graduate, got married and gave birth, and worked at a social insurance labor consultant office for about 6 years. I experienced a variety of office work in both industries, including inventory management and customer management. Especially when I work at a company labor office, I often end the day with a huge amount of input work and paperwork. When I learned about Yoom, my first voice was “Why couldn't we meet sooner...” I try to write easy-to-understand sentences so that I can bring the convenience of Yoom to everyone!
Tags
Notion
WordPress
Integration
Automatic
Automation
Related Apps
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