How to integrate SmartHR with Notion to automatically update the employee management ledger in Notion when employee information is updated in SmartHR

The process only has 4 steps, so it can be set up in 10-15 minutes.

1. Register SmartHR and Notion as My Apps
2. Set a trigger to activate when employee information is updated in SmartHR
3. Set an action to update records in Notion
4. Verify the automation between SmartHR and Notion

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Step 1: Register SmartHR and Notion as My Apps

Let's register SmartHR and Notion as My Apps to connect them to Yoom.
By completing the My App registration first, you can set up automation smoothly.

First, let's register SmartHR as My App.
Please refer to the Yoom Help Page for registration instructions.

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

When the following screen appears, click the red-framed "Select Page".

When the following screen appears, check the page you want to allow access to and click "Allow Access" at the bottom right.

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

Step 2: Set a Trigger to Activate When Employee Information is Updated in SmartHR

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

Read the following screen display and click "OK".

The following screen will be displayed, so check the "Title" and "Description".
If changes are necessary, you can click on the relevant section to make changes.
To set up SmartHR initially, click "When employee information is updated (Webhook trigger)".

When the following screen is displayed, please check the settings.

• "Title" → Can be changed if necessary
• "Account information to link with SmartHR" → Check if the account is correct
• "Trigger action" → When employee information is updated (Webhook trigger)
  

The following screen will be displayed, so click on the red frame to copy the Webhook URL.
Move to the SmartHR screen and configure the settings.
Send a Webhook event or execute a trigger event, then click "Test" → "Test Successful" → "Save".

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

Next, to set up Notion, click "Update Record".
When the following screen is displayed, please check the settings.

• "Title" → Can be changed if necessary
• "Account information to link with Notion" → Check if the account is correct
• "Execute action" → Update record
  

Move to the Notion screen and set up the employee management ledger for testing.
Set the employee information as desired.
* Be sure to set it in table view.
This time, it was set as follows.

Return to the Yoom screen, check the description, and configure the "Database Integration" settings.

The following screen will be displayed, so set the "Conditions for the record you want to update".
Here, use a unique value to search for the target record.
This time, it was set as follows.

Set the "Value of the record after update".
The item names set in Notion earlier will be displayed.
This time, to update the email address information, use the SmartHR output to set the email address as follows.
Set the SmartHR output for the item you want to update.
Once the setup is complete, click "Test" → "Test Successful" → "Save".

Step 4: Verify the automation between SmartHR and Notion

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

Flowbot template used this time
Update Notion's employee management ledger when employee information is updated in SmartHR

Other Examples of Automation Using SmartHR and Notion

1. This is a flow that automatically registers employee information registered in SmartHR to Notion.
Since employee information can be automatically registered, manual entry is no longer necessary.
This automation is especially recommended during onboarding or personnel changes.

2. This is a flow that adds employee information registered in SmartHR to Notion and automatically notifies Google Chat.
Not only can employee information be automatically transferred, but notifications to Google Chat are also possible.
By being notified, subsequent tasks can be carried out smoothly.

This is a flow that automatically updates a Google Spreadsheet by retrieving SmartHR employee information that is updated once every 3.1 months.
Employee information is automatically updated every month, allowing you to obtain the latest information.
This automation is recommended for companies that need regular updates of employee information.

Summary

This time, we introduced a method to automate the update of employee information by integrating SmartHR and Notion.
With this automation, you can simplify the management of employee data and prevent errors.
This will reduce the burden on HR personnel, allowing them to focus on talent development and recruitment tasks.
This can be a significant advantage, especially for companies managing employee information with limited personnel.

No special skills or knowledge are required to implement automation with Yoom.
It's easy to operate as you only need to input according to the instructions.
If you would like to experience it, please register for free here.