Integrate BambooHR with Insightly

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

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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
  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 Insightly.
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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 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

New Contact

Triggers when a new contact is created

New Opportunity

Triggers when a new opportunity is created

All Actions - Actions are the automated tasks

Create employee

Creates a new employee

Update employee information

Updates the specified employee information

Respond to time off request

Approves, denies, or cancels a time off request

Fetch time off request

Fetches the details of the time off request

Fetch employee

Fetches the employee details using employee ID

Create Organization

Creates a new organization

Create Contact

Creates a new contact

Create Project

Creates a new project

Create Task

Creates a new task

Create Lead

Creates a new lead

Create Opportunity

Creates a new opportunity

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 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.

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.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

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