Integrate BambooHR with Forecast

Send information between BambooHR and Forecast automatically, without writing any code, using Zoho Flow.

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Generate a task in Forecast with each new employee addition in BambooHR

Enables efficient tracking of employee onboarding status through task creation. This flow will generate a new task in Forecast for each new employee created in BambooHR.

How it works
  1. The flow triggers when a new employee is created or if the details of an existing employee are updated in BambooHR.
  2. Zoho Flow creates a new task in Forecast.
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Generate a task in Forecast with each new employee addition in BambooHR

BambooHR + Forecast

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Supported triggers and actions

Integrate BambooHR and Forecast using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Employee created or updated

Triggers when a new employee is created or if the details of an existing employee are updated

New person

Triggers when a new person is added

New time entry

Triggers when a new time entry is created in the selected project

New sprint

Triggers when a new sprint is created in the selected project

New milestone

Triggers when a new milestone is created in the selected project

New client

Triggers when a new client is created

New task

Triggers when a new card is created in the selected project

New subtask

Triggers when a new subtask is created in the selected project

New project

Triggers when a new project is created

All Actions - Actions are the automated tasks

Create employee

Creates a new employee

Respond to time off request

Approves, denies, or cancels a time off request

Update employee information

Updates the specified employee information

Fetch time off request

Fetches the details of the time off request

Fetch employee

Fetches the employee details using employee ID

Create project

Creates a new project

Create time registration

Creates a new time registration

Create task

Creates a new task

Create label

Creates a new label

Add person

Adds a new person

Create client

Creates a new client

Create sprint

Creates a new sprint in the selected project

Create milestone

Creates a new milestone in the selected project

Create subtask

Creates a new sub task/to-do

Fetch label

Fetches an existing label by name

What is BambooHR?

BambooHR is a human resource SaaS platform. It helps HR managers with hiring, onboarding, time tracking, payroll tracking, and much more.

HR

What is Forecast?

Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.

Project Management

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Webhook triggers

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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