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BambooHR + Process Street Integration

Updated March 2, 2022

You can integrate BambooHR with Process Street via Zapier.

BambooHR makes your hiring, onboarding, reporting, and other HR processes easy to manage in one place. When you start or complete a process in BambooHR, it can trigger a Workflow Run in Process Street. You can also create an integration to send out information from Process Street to BambooHR.

Use Cases:

  • A company wants to add a new employee to their database
  • The company wants to create a new employee record in BambooHR when a task is checked off in their Employee Hiring & Onboarding workflow in Process Street
  • The company also wants to manage their paid time off requests effortlessly
  • The company wants to run a PTO workflow in Process Street when a new Time Off Request is created in BambooHR

Plan: This integration is available to customers on all plans.

Users: In order to create an API key for integrations, you must be an Administrator.

Process overview:

  • We will create a Zap in Zapier to add a new employee in BambooHR when a new task is checked off in Process Street
  • We will create a Zap to run a workflow in Process Street when a new PTO request is added in BambooHR

Let’s look at how we can do this.

Connecting Process Street with BambooHR

Zapier is an integration platform that connects over 2000 different apps. Any action in any of the supported apps (like forwarding an email or adding an attachment to a task) can trigger another app’s features automatically. Zapier integrates with both BambooHR and Process Street. The whole “recipe” sequence is known as a Zap.

In this article, we’ll be walking you through how to set up a Zap that links BambooHR and Process Street to trigger actions on both platforms.

Prepare your workflow before creating your zap

First, create a Workflow in Process Street and ensure to add form fields that are the same as the data fields in BambooHR. This will help you to map the relevant fields from both platforms together to push data from one to the other.

For example, use short text fields to store the employee’s first and last names, a date field for their birth date, and so on.

Create a Zap to add a new employee in your BambooHR database

Log into Zapier or create an account, then click “Create Zap“. This will be our Zap to automatically create a new employee in BambooHR.

Here, choose Process Street as the Trigger and New Task Checked as the Trigger Event.

Choose or connect your Process Street account, then set up the Trigger by selecting the Workflow and Task. This should be a task that contains the form fields for capturing the employee details you want to push into BambooHR.

For us, this means selecting our “Employee Hiring and Onboarding” workflow and the “New hire’s details” task within it.

Next, you’ll want to test your Trigger. For the test to pull sample data into Zapier, you’ll need to first run the chosen workflow in Process Street then complete it up to and including the task you’ve selected as your Trigger. Remember to fill in your form fields with the data you’re going to push into BambooHR.

If the task you checked off completes the workflow run, make sure to ‘reactivate’ it before running your test in Zapier by clicking the Reactivate button on the top right of the right-hand workflow run menu.

Once the test comes back successfully, set up the Action by choosing BambooHR as the Action app. Next, select Create Employee as the Action event. This will make our Zap create a new employee in BambooHR when the Trigger is detected.

Select or connect your BambooHR account, then map the fields from your Process Street Workflow to those in BambooHR. Here we’re using the fields like, First Name, Last Name, Birth Date, Email ID and so on.

Now, click Continue to test your Zap. A successful test should look something like in the image below. You can also preview the information here and verify if you have your data mapped correctly.

You should also check your BambooHR account to make sure that you have a new employee at the top of your People list. This should be full of your sample data and look similar to this:

When your test returns successful, remember to give your Zap a name and turn it on. Congratulations, you’ve now automated your employee record creation!

Sending information from BambooHR to Process Street

Now, let’s see how we can send information from BambooHR to Process Street.

Create a relevant workflow in Process Street

First, you will need to have a workflow in Process Street that’s relevant to the task you’re setting as the Trigger in BambooHR.

For this example, we’re looking at a Paid Time Off Request. Once again, make sure that you’ve included form fields to capture the data you want to push through from BambooHR.

Create a Zap to run a Workflow to manage new PTO requests from BambooHR

This time, we will click on Create Zap, select the Trigger app as BambooHR, and the Trigger event as New Time Off Request. This means that our new Zap will trigger every time a new PTO request is created in BambooHR.

Next, click on Continue and select your account in BambooHR. Now, you’ll want to test your Trigger. For this, you need to create a time off request in BambooHR with the Start Date, End Date, and Leave Type filled in, so that Zapier can pull it in as sample data.

When your test returns successful, continue to set up Process Street as the Action app and the Action event as Run Workflow.

Then, continue to set up your Action. For this, choose the PTO Workflow that you created in advance and map the form fields in it to the fields in BambooHR.

Here, we have mapped the Requester Name, Start Date, End Date, Leave Type Name and Notes.

Lastly, test your Action. If you’ve set it up correctly, it should return a success message like this:

You should also check your Process Street account for a new PTO workflow run in your reports dashboard, created by your zap:

Now, remember to give your Zap a name and turn it on.

Zaps allow you to automate the busy work in your workflows, whether they’re HR-related or not. Try testing out the different Triggers and Actions yourself with Process Street and other apps to see what work you can wave goodbye to!


 

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