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Breezy HR + Process Street Integration

Updated April 19, 2022

You can integrate Breezy HR with Process Street via Zapier.

Breezy HR has everything you need to attract and hire better employees, in less time. You can supercharge your hiring process in Breezy HR by integrating it with Process Street. For example, when you initiate a hiring process in Breezy HR, the integration could trigger a Workflow Run in Process Street where you could work with your team to complete the process of candidate hiring and onboarding.

Use Cases:

  • A company wants to automate its onboarding process after hiring
  • To do this, they want their Employee Onboarding workflow in Process Street to run automatically when a candidate enters the Hired stage in Breezy HR

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 run a new workflow in Process Street when a candidate is marked as ‘Hired’ in Breezy HR

Let’s look at how you can do this.

Connecting Process Street with Breezy HR

Zapier is an integration platform that connects over 2000 different apps. Certain actions 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 Breezy HR and Process Street. The whole “recipe” (“if X happens, do Y”) sequence is known as a Zap.

In this article, we’ll be walking you through how to set up a Zap that connects Breezy HR and Process Street.

1. Preparation in Process Street

First, create a Workflow in Process Street and ensure to add Form Fields that are the same as the data fields in Breezy HR. This will help you to map the relevant fields from Breezy HR to Process Street.

In this example we are triggering an Employee Onboarding Workflow Run when a candidate is Hired for an open position. The data we want to copy into the onboarding workflow comes from a form that the candidate has filled in while applying for the job. So, we need to create relevant Form Fields in our workflow to store this data, like the candidate’s first and last names (short text fields), email addresses (email field), and so on.

2. Preparation in Breezy HR

Log into your Breezy HR account or create a new account. Then click on Add position to create a new job. Fill in the details like job title, description, and more, then publish your job. This will enable you to apply as a candidate to have some dummy candidates to test out your Zap.

Next, apply for the job you created to have at least one candidate for the open position. Make sure to fill in the first name, last name, and email address since we will require that data to create the Zap.

Then, in the backend, change the hiring stage of this candidate to Hired.

This will ensure that you have a candidate to create your Zap with and test it successfully.

3. Create a Zap to run the workflow in Process Street

Log into Zapier or create an account, then click “Create Zap“. This will be your Zap to automatically run a new workflow when the candidate reaches the ‘Hired’ stage.

Here, choose Breezy HR as the Trigger and New Candidate in Stage as the Trigger Event.

Choose or connect your Breezy HR account, then set up the Trigger by selecting your Company in Breezy HR, the Position you’re hiring for, and the Pipeline Stage as Hired.

In our example, this means whenever a candidate enters the ‘Hired’ stage for the ‘Copywriter’ position, Zapier will run the workflow in Process Street.

Next, you want to test your Trigger to make sure the right account is selected in Breezy HR and the Trigger was set up perfectly. A successful test would look like this:

For the test to pull sample data into Zapier, you need to ensure you have a candidate for that job in the Hired stage as you set up while preparing your Breezy HR account earlier.

Once the test comes back successfully, set up the Action by choosing Process Street as the Action app. Next, select Run Workflow. This will make our Zap run a workflow in Process Street when the Trigger is detected.

Select or connect your Process Street account, then set up the Action by choosing the workflow you want to run. In our case, this is the Employee Onboarding with Breezy HR workflow. Next, map the data fields from Breezy HR to the Form Fields in your Workflow.

For example, you can see below that we’ve mapped the Form Fields in our workflow to the fields in the job application in Breezy HR to store information like their full name, email address, and so on.

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

When your test returns successful, you can also locate the new run in your reports dashboard in Process Street.

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

Congratulations, you’ve now automated your data transfer and workflow creation process!

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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