Integrate BambooHR with Forecast

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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 sprint

Triggers when a new sprint is created in the selected project

New time entry

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

New person

Triggers when a new person is added

New project

Triggers when a new project is created

New subtask

Triggers when a new subtask is created in the selected project

New task

Triggers when a new card is created in the selected project

New client

Triggers when a new client is created

New milestone

Triggers when a new milestone is created in the selected project

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 task

Creates a new task

Create time registration

Creates a new time registration

Create project

Creates a new project

Create subtask

Creates a new sub task/to-do

Create milestone

Creates a new milestone in the selected project

Create sprint

Creates a new sprint in the selected project

Add person

Adds a new person

Create client

Creates a new client

Create label

Creates a new label

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

Build comprehensive workflows using

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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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 connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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