{"id":6301,"date":"2022-11-14T08:04:38","date_gmt":"2022-11-14T08:04:38","guid":{"rendered":"https:\/\/www.process.st\/help\/docs\/breezy-hr\/"},"modified":"2024-03-07T11:32:07","modified_gmt":"2024-03-07T11:32:07","slug":"breezy-hr","status":"publish","type":"ht_kb","link":"https:\/\/www.process.st\/help\/docs\/breezy-hr\/","title":{"rendered":"Breezy HR + Process Street Integration"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/Integrate-BreezyHR_1_1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><a href=\"https:\/\/breezy.hr\/?utm_source=google&amp;utm_medium=cpc&amp;utm_campaign=breezy&amp;utm_content=brand&amp;campaignid=944885422&amp;adgroupid=52589338052&amp;adid=296453332261&amp;gclid=EAIaIQobChMIgOWmk-Cz9gIVY5pmAh2lnQxVEAAYASAAEgLk0_D_BwE\">Breezy HR<\/a> 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 <a href=\"https:\/\/www.process.st\/\">Process Street<\/a> via <a href=\"https:\/\/www.process.st\/help\/docs\/webhooks\/\">Webhooks<\/a> or <a href=\"https:\/\/www.process.st\/help\/docs\/breezy-hr\/#connect-breezy-hr-to-process-street-via-zapier\">Zapier<\/a>. For example, when your candidate is hired in Breezy HR, that could trigger an Employee Onboarding <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-workflow\/\">workflow<\/a> in Process Street.<\/p>\n<h2>Connect\u00a0Breezy HR\u00a0with Process Street via Webhook<\/h2>\n<p>A Webhook integration\u00a0can bring information from\u00a0Breezy HR that would trigger a new <a href=\"https:\/\/www.process.st\/help\/docs\/what-is-a-workflow-run\/\">workflow run<\/a> in your Process Street account.\u00a0<em>Webhooks are\u00a0automated messages or payloads sent from apps as a trigger to cause an action in a receiving app.<\/em><\/p>\n<p>In this example, we will create a Webhook that runs the Call Centre Employee Onboarding workflow when a candidate in\u00a0Breezy HR\u00a0reaches the Hired stage.<\/p>\n<h3>Process overview:<\/h3>\n<ul>\n<li>We will create a Call Centre Employee Onboarding workflow in Process Street<\/li>\n<li>We will create a Hiring Pipeline in\u00a0Breezy HR\u00a0and then create a few candidates. When a candidate reaches Hired stage, this will act as our trigger<\/li>\n<li>We will create a webhook that listens for our desired trigger in\u00a0Breezy HR\u00a0and runs the Call Centre Employee Onboarding workflow in Process Street<\/li>\n<\/ul>\n<p>Now, let\u2019s jump into the integration.<\/p>\n<h3>1. Preparations in Process Street<\/h3>\n<p>First, create a <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\" target=\"_blank\" rel=\"noopener\">Workflow\u00a0<\/a>in Process Street and ensure to add <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" target=\"_blank\" rel=\"noopener\">form fields<\/a> that are relevant to the data fields in\u00a0Breezy HR. This will help you to map the relevant information from Breezy HR to Process Street.<\/p>\n<p>This information is stored in\u00a0Breezy HR\u00a0when a candidate was created. So, we need to create relevant form fields in our workflow to push that information through to Process Street. For our example, these form fields should include the candidate&#8217;s name, job title (short text fields), phone number (number field), email address (email field), start date (date field), and so on.<\/p>\n<p>This will mean that whoever is onboarding the candidate won&#8217;t have to look up their information in\u00a0Breezy HR, but can instead see all their details in Process Street.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14327\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/call-centre-employee-onboarding-workflow.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>2. Preparations in Breezy HR<\/h3>\n<p>Log into your\u00a0Breezy HR\u00a0account or <a href=\"https:\/\/app.breezy.hr\/signup\">create a new account<\/a>. Since we want to trigger a new run in Process Street when a candidate is hired, we will be working with the Hiring dashboard for that position in\u00a0Breezy HR. To set this up, click the <strong>+ icon<\/strong> next to <strong>Positions\/Pool<\/strong> in the left panel then click <strong>+ Add Candidate<\/strong> in the top right corner. If you have existing positions or candidates, you can use that to create your trigger as well.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14328\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/breezy-setup.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p><strong>Note:<\/strong> You want to ensure that the form fields you have in your workflow match the candidate&#8217;s information you have in\u00a0Breezy HR. If you find any fields missing, you can <a href=\"https:\/\/help.breezy.hr\/en\/articles\/5259955-custom-fields\">create custom fields<\/a> to add to your candidate&#8217;s information. However, these custom fields can be populated in Process Street only via API as of now. You can contact Breezy HR&#8217;s support team for more information.<\/p>\n<h3>3. Create a Webhook trigger to run your workflow in Process Street<\/h3>\n<p>To get the webhook URL from Process Street, when you&#8217;re editing your workflow, click the <strong>+ icon<\/strong> above your task list on the left. Here, you can look for\u00a0Breezy HR\u00a0as a Trigger to Run this workflow.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14335\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/breezy-webhook-search.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>You can name your webhook as the app name or any phrase that helps you identify the Trigger. Then copy your Webhook URL.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14336\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/breezy-name-webhook.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>4. Set up the Webhook Trigger in Breezy HR<\/h3>\n<p>To set up webhooks in your\u00a0Breezy HR\u00a0account, please contact their support desk as they will set this up for you in the backend.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14329\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/breezy-contact-support.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>5. Finish the setup in Process Street<\/h3>\n<p>Once Breezy HR&#8217;s support team has set up the webhook for you, come back to Process Street and test your trigger. Your payload should return as a success but if it doesn&#8217;t, you might want to go back to\u00a0Breezy HR\u00a0and move a candidate to the Hired stage.<\/p>\n<p>When your test returns successful, you can proceed to map your fields from\u00a0Breezy HR\u00a0properties to your Process Street form fields.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14334\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/breezy-mapping.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Lastly, turn your webhook <strong>On<\/strong> and <strong>Save<\/strong> it. Then <strong>Publish<\/strong> your workflow and you&#8217;re all set!<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-14352\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/breezy-workflow-run.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>As an extra step, you can go to\u00a0Breezy HR, move a candidate to Hired then come back to Process Street in the Reports Dashboard to confirm a new workflow is run.<\/p>\n<h2>Connect Breezy HR to Process Street via Zapier<\/h2>\n<p><a href=\"https:\/\/zapier.com\/\">Zapier<\/a> connects over 1,000 apps together. It&#8217;s an &#8220;if this, then that&#8221; tool, meaning that once a trigger has occurred, an action will then take place. This helps to save you time and effort by <a href=\"https:\/\/www.process.st\/business-process-automation-guide\/\" target=\"_blank\" rel=\"noopener\">automating processes<\/a>.<\/p>\n<p>In this example, we will look at how you can automatically run your Employee Onboarding workflow whenever a candidate is hired in\u00a0Breezy HR.<\/p>\n<p><em><strong>Users: In order to create an API key for integrations, you must be an Administrator.<\/strong><\/em><\/p>\n<h3 id=\"process-overview\">Process overview:<\/h3>\n<ul>\n<li>We will create an\u00a0 Employee Onboarding workflow in Process Street<\/li>\n<li>We will create a Hiring Pipeline in\u00a0Breezy HR\u00a0and then create a few candidates. When a candidate reaches Hired stage, this will act as our trigger<\/li>\n<li>We will create a Zap in Zapier to run a new workflow in Process Street when a candidate is marked as &#8216;Hired&#8217; in Breezy HR<\/li>\n<\/ul>\n<p>Let\u2019s look at how you can do this.<\/p>\n<h3>1. Preparation in Process Street<\/h3>\n<p>First, create a <a href=\"https:\/\/www.process.st\/help\/docs\/workflows\/\" target=\"_blank\" rel=\"noopener\">Workflow\u00a0<\/a>in Process Street and ensure to add <a href=\"https:\/\/www.process.st\/help\/docs\/form-fields\/\" target=\"_blank\" rel=\"noopener\">Form Fields<\/a> 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.<\/p>\n<p>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&#8217;s first and last names (short text fields), email addresses (email field), and so on.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12975\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/1.-workflow3.png\" alt=\"\" width=\"100%\" \/><\/p>\n<h3>2. Preparation in Breezy HR<\/h3>\n<p>Log into your Breezy HR account or <a href=\"https:\/\/app.breezy.hr\/signup\">create a new account<\/a>. Then click on <strong>Add position<\/strong>\u00a0to 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.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12976\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/2.-create-position1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Next, apply for the job you created to have at least one candidate for the open position.\u00a0Make sure to fill in the first name, last name, and email address since we will require that data to create the Zap.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12977\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/3.-apply-job.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Then, in the backend, change the hiring stage of this candidate to <strong>Hired<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12978\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/4.-set-hiring.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>This will ensure that you have a candidate to create your Zap with and test it successfully.<\/p>\n<h3>3. Create a Zap to run the workflow in Process Street<\/h3>\n<p>Log into\u00a0<a href=\"https:\/\/zapier.com\/\">Zapier<\/a>\u00a0or\u00a0<a href=\"https:\/\/zapier.com\/sign-up\">create an account<\/a>, then click &#8220;<strong>Create Zap<\/strong>&#8220;. This will be your Zap to automatically run a new workflow when the candidate reaches the &#8216;Hired&#8217; stage.<\/p>\n<p>Here, choose <strong>Breezy HR<\/strong>\u00a0as the Trigger and <strong>New Candidate in Stage<\/strong>\u00a0as the Trigger Event.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12979\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/5.-trigger.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Choose or connect your Breezy HR account, then set up the Trigger by selecting your <b>Company<\/b> in Breezy HR, the <b>Position<\/b> you&#8217;re hiring for, and the <strong>Pipeline Stage<\/strong> as <strong>Hired<\/strong>.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12980\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/6.-trigger-setup.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>In our example, this means whenever a candidate enters the &#8216;Hired&#8217; stage for the &#8216;Copywriter&#8217; position, Zapier will run the workflow in Process Street.<\/p>\n<p>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:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12981\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/7.-test-trigger1.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>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.<\/p>\n<p>Once the test comes back successfully, <strong>set up the Action<\/strong> by choosing Process Street as the Action app. Next, select\u00a0<strong>Run Workflow<\/strong>. This will make our Zap run a workflow in Process Street when the Trigger is detected.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12984\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/8.-action-setup.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Select or connect your Process Street account, then set up the Action by <strong>choosing the workflow you want to run<\/strong>. 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.<\/p>\n<p>For example, you can see below that we&#8217;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.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12983\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/8.-map-fields4.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Now, click <strong>Continue<\/strong> 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.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12985\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/10.-test-action.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>When your test returns successful, you can also locate the new run in your reports dashboard in Process Street.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-12986\" src=\"https:\/\/www.process.st\/help\/wp-content\/uploads\/2024\/02\/11.-run2.png\" alt=\"\" width=\"100%\" \/><\/p>\n<p>Now, remember to give your Zap a name and turn it on.<\/p>\n<p>Congratulations, you&#8217;ve now automated your data transfer and workflow creation process!<\/p>\n<p>Zaps allow you to automate the busy work in your workflows, whether they&#8217;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!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>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 via Webhooks or Zapier. For example, when your candidate is hired in Breezy HR, that could trigger an Employee Onboarding workflow in Process Street. Connect\u00a0Breezy [&hellip;]<\/p>\n","protected":false},"author":14,"template":"","meta":{"_acf_changed":false,"available_plan":"All plans","available_product":"Integrations","footnotes":""},"ht_kb_category":[194],"ht_kb_tag":[451,452,297,231,226,453,198],"class_list":["post-6301","ht_kb","type-ht_kb","status-publish","hentry","ht_kb_category-integrations","ht_kb_tag-automate-employee-hiring","ht_kb_tag-breezy-hr","ht_kb_tag-employee-onboarding","ht_kb_tag-hiring","ht_kb_tag-process-street","ht_kb_tag-recruitment","ht_kb_tag-zapier"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6301","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/users\/14"}],"version-history":[{"count":1,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6301\/revisions"}],"predecessor-version":[{"id":6319,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb\/6301\/revisions\/6319"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/media?parent=6301"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_category?post=6301"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.process.st\/help\/wp-json\/wp\/v2\/ht_kb_tag?post=6301"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}