Integrate BambooHR with Insightly
Send information between BambooHR and Insightly automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a task in Insightly when a new employee is created in BambooHR
Ensure seamless integration of new employees into the organization, facilitating a smooth onboarding process without any hiccups. This flow will initiate a new task in Insightly for new hires added to BambooHR.
How it works
- The flow triggers when a new employee is created or if the details of an existing employee are updated in BambooHR.
- Zoho Flow creates a new task in Insightly.
Create a task in Insightly when a new employee is created in BambooHR
BambooHR + Insightly
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Supported triggers and actions
Integrate BambooHR and Insightly 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 Contact
Triggers when a new contact is created
New Opportunity
Triggers when a new opportunity is created
New Project
Triggers when a new project is created
New Organization
Triggers when a new organization is created
New Lead
Triggers when a new lead is created
New Task
Triggers when a new task 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 Task
Creates a new task
Create Contact
Creates a new contact
Create Lead
Creates a new lead
Create Project
Creates a new project
Create Opportunity
Creates a new opportunity
Create Organization
Creates a new organization
Create Event
Creates a new event
What is BambooHR?
BambooHR is a human resource SaaS platform. It helps HR managers with hiring, onboarding, time tracking, payroll tracking, and much more.
Similar apps
What is Insightly?
Insightly is a CRM and project management software. You can access everything about a lead from a single page, automate customer communication, and monitor your milestones, tasks, and even resources.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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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.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
