Integrate SmartHR with Forecast
Send information between SmartHR and Forecast automatically, without writing any code, using Zoho Flow.
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Initiate a task in Forecast when a new hire is added in SmartHR
Guarantee the seamless inclusion of new team members into the company without encountering delays. This flow will create a new task in Forecast each time a new employee is added to SmartHR.
How it works
- The flow triggers when a new employee is added in SmartHR.
- Zoho Flow creates a new task in Forecast.
Initiate a task in Forecast when a new hire is added in SmartHR
SmartHR + Forecast
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Supported triggers and actions
Integrate SmartHR and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Employee added
Triggers when a new employee is added
Employee updated
Triggers when the details of an existing employee are updated
New milestone
Triggers when a new milestone is created in the selected project
New subtask
Triggers when a new subtask is created in the selected project
New time entry
Triggers when a new time entry is created in the selected project
New client
Triggers when a new client is created
New project
Triggers when a new project is created
New sprint
Triggers when a new sprint is created in the selected project
New task
Triggers when a new card is created in the selected project
New person
Triggers when a new person is added
All Actions - Actions are the automated tasks
Invite user
Sends an invite to the specified user
Fetch employee
Fetches the details of an existing employee by ID
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Create task
Creates a new task
Create client
Creates a new client
Create project
Creates a new project
Create label
Creates a new label
Create sprint
Creates a new sprint in the selected project
Create time registration
Creates a new time registration
Add person
Adds a new person
Fetch label
Fetches an existing label by name
What is SmartHR?
SmartHR is HR software that helps you manage employee data and core administrative processes such as onboarding, hiring, payroll, employee relations and more, in a single integrated solution.
Similar apps
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.
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
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All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
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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
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