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
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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.
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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.
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