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 Organization

Triggers when a new organization is created

New Contact

Triggers when a new contact is created

New Task

Triggers when a new task is created

New Project

Triggers when a new project is created

New Opportunity

Triggers when a new opportunity is created

New Lead

Triggers when a new lead 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 Task

Creates a new task

Create Organization

Creates a new organization

Create Opportunity

Creates a new opportunity

Create Project

Creates a new project

Create Contact

Creates a new contact

Create Lead

Creates a new lead

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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We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. 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

Zoho Flow has truly empowered us to get real-time results and go paperless, saving us weeks of manual work. It's an indispensable tool for our business. Learn more

Toto

Technical Engineer, Master Liveaboards

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