BambooHR and Zapier connect to automate HR tasks. You can trigger workflows when employees start or request time off and create or update employee records.
Available on plans:
Free
Professional
Team
Enterprise
Prerequisites
To use the BambooHR app on Zapier, you must have:
- A BambooHR account with access to create API keys.
- Sufficient permissions within BambooHR to access the "API Keys" option in the user menu (if you do not have this option, you may need to contact your BambooHR administrator).
- A paid Zapier plan. BambooHR is a premium app on Zapier.
Connect BambooHR to Zapier
To create an app connection to BambooHR on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select BambooHR.
- Click Add connection.
- A Connect an Account page will open in a browser tab or window.
- Complete the following fields:
- API Key: Enter your BambooHR API key.
- Company domain: Enter your BambooHR subdomain (the text before .bamboohr.com in your browser's address bar).
- Click Yes, Continue to BambooHR.
Your BambooHR account is now successfully connected to Zapier.
About BambooHR's app
Triggers, searches, and actions
Triggers
- New Employee Started - Triggers on a new employee's start date. (Polling)
- Changed Report - Triggers when a company report changes. Works best with reports sorted by a date field in descending order. (Polling )
- New Time Off - Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to. (Polling)
- Updated Employee - Triggers when specific employee fields are updated. (Instant - This event starts a Zap instantly)
- New Employee - Triggers when a new employee is created. (Polling - Zapier checks for new data every 15 min on the Free plan)
- Terminated Employee - Triggers when an employee is terminated. (Instant - This event starts a Zap instantly)
- New Time Off Request - Triggers when a new time off request is created by an employee whose requests you're able to approve. (Polling - Zapier checks for new data every 15 min on the Free plan)
- New Updated Employee (Include Custom Fields Changes) - Triggers when an employee is updated (include custom fields changes). (Polling - Zapier checks for new data every 15 min on the Free plan)
Searches
- Find or Create Employee - Finds an employee by searching.
- Find Employee - Finds an employee by searching.
Actions
- Add Timesheet Clock Entries - Adds one or more timesheet clock entries for an employee.
- Get Summary of Who's Out - Get a summary of who's out of the office on a given date.
- Update Employee - Updates an existing employee.
- API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Create Employee - Creates a new employee.
- Respond to Time Off Request - Approve, deny, or cancel a time off request.
- Upload Employee File - Uploads an Employee File.
Limitations
- API requests can be throttled if BambooHR deems them to be too frequent, and implementations should always be ready for a 503 Service Unavailable response.
- Some actions require specific permission levels to use them (e.g., "Respond to Time Off Request" action can only be used by users who are able to approve time off requests).
Templates
View all of BambooHR's templates.
Use cases
- 4 ways to automate BambooHR with Zapier
- How to automatically assign new BambooHR employees a Lessonly lesson
0 comments
Article is closed for comments.