Integrate BambooHR with Forecast
Send information between BambooHR and Forecast automatically, without writing any code, using Zoho Flow.
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Generate a task in Forecast with each new employee addition in BambooHR
Enables efficient tracking of employee onboarding status through task creation. This flow will generate a new task in Forecast for each new employee created in 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 Forecast.
Generate a task in Forecast with each new employee addition in BambooHR
BambooHR + Forecast
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Supported triggers and actions
Integrate BambooHR and Forecast using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Employee updated
Triggers when the details of an existing employee are updated
Employee specific field updated
Triggers when one or more selected employee fields are updated
Employee created
Triggers when a new employee is created
Employee created or updated
Triggers when a new employee is created or details of an existing one are updated
New subtask
Triggers when a new subtask is created in the selected project
New project
Triggers when a new project is created
New person
Triggers when a new person is added
New time entry
Triggers when a new time entry is created in the selected project
New sprint
Triggers when a new sprint is created in the selected project
New milestone
Triggers when a new milestone is created in the selected project
New client
Triggers when a new client is created
New task
Triggers when a new card is created in the selected project
All Actions - Actions are the automated tasks
Add employee table row
Adds a new row to the specified employee table
Create employee
Creates a new employee
Update employee
Updates the details of an existing employee
Respond to time-off request
Approves or declines a time-off request submitted by an employee
Fetch time off request
Fetches the details of the time off request
Fetch employee
Fetches the details of an existing employee
Create task
Creates a new task
Create time registration
Creates a new time registration
Create label
Creates a new label
Add person
Adds a new person
Create client
Creates a new client
Create sprint
Creates a new sprint in the selected project
Create milestone
Creates a new milestone in the selected project
Create subtask
Creates a new sub task/to-do
Create project
Creates a new project
Fetch label
Fetches an existing label by name
What is BambooHR?
BambooHR is a cloud-based HR platform designed for small and medium-sized businesses. It helps HR managers with hiring, onboarding, time-off tracking, performance management, and payroll.
Similar apps
What is Forecast?
Forecast is a project and resource management platform. You can account for task dependencies, track and approve expenses, and collaborate with your team or clients.
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Webhook triggers
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Logic
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Custom functions
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Owner, Paul Jozsef Counselling & Coaching
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Zoho Flow is the powerhouse of Zoho One! Native app integrations inside Zoho One have their limitations, but Zoho Flow can easily address them. It has enabled me to use Zoho's applications as per my business, without making any process changes. It ensures that we can cater to more customers with the same resources. By automating our admin work, Zoho Flow has helped us save over $65,000 AUD/year.
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