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Integrate Autotask with BambooHR

Appy Pie Connect allows you to automate multiple workflows between Autotask and BambooHR

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  • Lightning Fast Setup
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About Autotask

Autotask provides an IT business management tool that combines RMM, service desk, CRM, projects, time, billing, reporting, and more. It has the ability to integrate all the features you may need to meet your specific business requirements.

About BambooHR

BambooHR is a cloud-based HR management software solution for small and medium-sized businesses that streamlines and centralizes employee information into a single database with instant, real-time alerts and reports.

BambooHR Integrations
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Best ways to Integrate Autotask + BambooHR

  • Autotask Integration BambooHR Integration

    Autotask + BambooHR

    Respond to Time Off Request in BambooHR when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    BambooHR Integration Respond to Time Off Request
  • Autotask Integration BambooHR Integration

    Autotask + BambooHR

    Update Employee in BambooHR when New Account is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    BambooHR Integration Update Employee
  • Autotask Integration BambooHR Integration

    Autotask + BambooHR

    Create Employee to BambooHR from New Account in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New Account
     
    Then do this...
    BambooHR Integration Create Employee
  • Autotask Integration BambooHR Integration

    Autotask + BambooHR

    Respond to Time Off Request in BambooHR when New or Updated Contact is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New or Updated Contact
     
    Then do this...
    BambooHR Integration Respond to Time Off Request
  • Autotask Integration BambooHR Integration

    Autotask + BambooHR

    Update Employee in BambooHR when New or Updated Contact is created in Autotask Read More...
    Close
    When this happens...
    Autotask Integration New or Updated Contact
     
    Then do this...
    BambooHR Integration Update Employee
  • Autotask Integration {{item.actionAppName}} Integration

    Autotask + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Autotask + BambooHR in easier way

It's easy to connect Autotask + BambooHR without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers whenever a new Account is added.

  • New Appointment

    Triggers whenever a new appointments is added.

  • New Configuration Item

    Triggers when a new Configuration Item is found.

  • New Holiday

    Triggers whenever a new holiday is added.

  • New Invoice

    Triggers whenever a new invoice is added.

  • New Item Or Service

    Triggers whenever a new item/service is added.

  • New Opportunity

    Triggers whenever a new opportunity is added.

  • New Project

    Triggers when a new Project is found.

  • New Task

    Triggers when a new Task is found.

  • New Ticket

    Triggers when a new Ticket is found.

  • New Time Entry

    Triggers when a new Time Entry is found.

  • New Todos

    Triggers whenever a new account todos is added.

  • New or Updated Contact

    Triggers whenever a new or updated Contact is found.

  • New or Updated Ticket Note

    Triggers when a ticket note is updated or created.

  • Service Call

    Trigger if a service call was created/setup

  • Updated Account

    Triggers when an Account is updated.

  • Updated Task

    Triggers when a updated task is found.

  • Updated Ticket

    Triggers when a ticket is updated.

  • Updated Time Entry

    Triggers when a Time Entry is updated.

  • Changed Report

    Triggers when a company report changes. Works best with reports sorted by a date field in descending order.

  • Get Summary of Who is Out

    Get a summary of who's out of the office on a given date

  • New Employee

    Triggers when a new employee is created.

  • New Time Off

    Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.

  • New Time Off Request

    Triggers when a new time off request is created by an employee whose requests you're able to approve

    Actions
  • Create Account

    Creates an account.

  • Create Appointment

    Creates an appointment.

  • Create Contact

    Creates a contact.

  • Create Opportunity

    Creates a opportunity.

  • Create Ticket

    Creates a ticket.

  • Create Ticket Note

    Creates a ticket note.

  • Create Time Entry

    Creates a Time Entry.

  • Create ToDo

    Creates a ToDo.

  • Update Opportunity

    Updates an opportunity.

  • Update Ticket

    Updates a ticket.

  • Create Employee

    Creates a new employee

  • Respond to Time Off Request

    Approve, deny, or cancel a time off request.

  • Update Employee

    Updates an existing employee

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Autotask & BambooHR Integrations Work

  1. Step 1: Choose Autotask as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick BambooHR as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Autotask to BambooHR.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Autotask and BambooHR

An employee benefits by integrating Autotask and BambooHR. This is because they can access all the important information on one screen. Examples of such information are attendance, leave applications, training requests etc. The integration of Autotask and BambooHR also ensures that there is no need to have redundant data which might lead to mistakes in the process.

Autotask is a software for automating tasks in a business environment. It offers different kinds of tools for managing projects, sales, marketing, customer support and financials. It was founded in 1999 and is headquartered in San Diego, California. Autotask has received funding from Sequoia Capital, Bessemer Venture Partners and Emergence Capital Partners.It offers following services:

BambooHR stands for Business Automation Made Easy Human Resources. It is an online SaaS HR system that helps small and medium-sized businesses manage their human resources activities. It was founded in 2008 and is headquartered in San Diego, California. BambooHR has received funding from Sequoia Capital and Salesforce Ventures.It offers following services:

The integration of Autotask and BambooHR will enable the employees to have access to all the necessary information on a single page. Examples of such information are absence, leave requests, training requests etc. The employees can also make changes to their personal data from a single interface. This will reduce errors and save time and efforts.

The process to integrate Autotask and BambooHR may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.