How to Automatically Reflect SmartHR Employee Information in @pocket by Linking SmartHR and @pocket

If a popup like the one below appears, the template copy was successful.
Now let's proceed with the actual setup!

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Step 1: Link SmartHR and @pocket to My Apps

First, as preparation, link Yoom with the app.

After logging into Yoom, select "My Apps" from the left menu.

After the screen transition, please press "+ New Connection".

Enter the name of the app you want to link in the search window, and follow the on-screen instructions to log in or sign in to complete the link.
This time, we will register "SmartHR" and "@pocket".
Once registration is complete, icons will appear in the list of My Apps.

• For details on how to register SmartHR in My Apps, click here

Next, copy the template to My Projects and create a Flowbot.
If you haven't copied it yet, please copy the Flowbot template from below.

1. Hover over the banner and click "View Details"
2. Click "Try this template" on the redirected page
3. Register for Yoom
※ If you have already registered, the login screen will be displayed, so please log in.

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Step 2: When employee information is updated in SmartHR (Webhook activation)

First, we will set up the app trigger.
Please click on the "When employee information is updated (Webhook activation)" enclosed in a red frame.
Enter the account information to be linked and press "Next".

When the screen transitions, it will look like the following.

Please proceed with the setup using the URL from Step 1.
※ How to specify and obtain information on employee custom fields in SmartHR ishere

Scroll down to see the output.
It can be used in the settings on the linked app side, but it is okay to skip it here.
Press "Save" to return to the first screen.

Step 3: Update record information in @pocket

Next, proceed with the settings for "Update record information".
Enter the account information to be linked and press "Next".

"App ID" and "Record ID" should be set while checking the notes at the bottom of the input fields.

Since we want to automatically reflect SmartHR information in @pocket, we will use the output here.
※ You can select the output by clicking on the input field.

As an example, I set "Employee ID" as the value for the record information.

Please refer to the image below and enter the other items in the same way.

Once the input is complete, scroll down to check the detailed settings.
※ Here, you can set errors and intervals.

When you press "Save", the following popup will be displayed.
Press "Turn on Trigger", and if the trigger at the top of the first screen looks like the image, it's OK!

This completes the setup for "When employee information is updated in SmartHR, update the employee management ledger in @pocket".

Good job!

Other Automation Examples Using SmartHR and @pocket

There are many other examples of automation using SmartHR and @pocket in Yoom, so here are a few introductions.

① This is a flow that updates the employee management ledger in Microsoft Excel when employee information is updated in SmartHR. It is recommended for those who manage employees using Microsoft Excel.

② This is a flow to add a record to @pocket when a row is added in Google Sheets. It seems to be able to prevent errors caused by manual input.

Summary

In this article, we introduce a method to automatically reflect employee information from SmartHR to @pocket. When new employee information is updated in SmartHR, the data is automatically reflected in the employee management ledger of @pocket, eliminating the need for manual data entry and improving work efficiency. <span class="mark-yellow">By using Yoom, app integration can be easily done without any coding</span>, so you can use it with confidence even without specialized knowledge.

Use this article as a reference and try integrating SmartHR with @pocket!

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