Integrate BambooHR with Autotask

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

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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.

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.

Want to explore BambooHR + Autotask quick connects for faster integration? Here’s our list of the best BambooHR + Autotask quick connects.

Explore quick connects

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Connect BambooHR + Autotask in easier way

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

  • Triggers
  • 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 Employee Instant

    Triggers when an employee 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

  • 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 Contract

    Trigger when a new contract created.

  • 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.

  • Actions
  • 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

  • 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.

How BambooHR & Autotask Integrations Work

  1. Step 1: Choose BambooHR 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 Autotask 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 BambooHR to Autotask.

    (2 minutes)

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

Integration of BambooHR and Autotask

Autotask is a cloud based software for project management, time tracking and resource management. It is an online accounting system that provides time tracking which is a crucial feature of any project management software. It also integrates BambooHR which is a human resources management software.BambooHR is the best solution for small businesses or freelancers who want to have their own human resource management software. Unlike other HR software, BambooHR has more features than it requires by default. The users can customize it according to their requirement.In this article we will discuss the benefits of integrating BambooHR with Autotask. Also, we will discuss how Autotask helps BambooHR to improve its functionality and how BambooHR helps Autotask to manage the employees and resources in a better way.

BambooHR is an affordable HR software for small business owners as it is available at a very low price when compared to other HR systems. It's available at $19/month for its Basic version, $39/month for Professional version and $1199/month for the Enterprise version. The Basic version includes all the basic features of an HR software like employee onboarding, time off management, mobile and desktop access and many more. The Professional version includes all the basic features of basic version and adds more features like compliance management, payroll integration, timesheet approval and many more. The Enterprise version comes with the Advanced Reporting dashboard which includes all the data of your organization collected from the previous months as well as live data. It also offers a number of business reports which are customized based on your company needs.BambooHR helps you to manage your projects easily because it is integrated with Autotask. It also helps you to manage your employees because it has another HR software called Payroll Hero which is integrated with BambooHR.

Autotask is available in three different versions. Pro (which has a free trial), Plus and Ultimate. The Pro version costs $9.99/user/month and it includes all the core features an online accounting system needs. The Plus version includes all the features of pro (i.e., core features. and adds some additional features like collaboration, project portfolio, workflows and many more. The Ultimate version is the highest package and it includes all the features Pro and Plus offers plus some more advanced features like API integration, client portals, enhanced reporting dashboard, workflow customization etc.The integration between BambooHR and Autotask helps both of them to perform their tasks in a better way. BambooHR gets benefited due to this integration because it uses Autotask's time tracking feature to get time tracking reports automatically. Autotask gets benefited due to this integration because it uses BambooHR's payroll services to manage its employees' payroll. This integration allows BambooHR to import its clients from Autotask while providing support to its employees using Autotask's time tracking feature.

The process to integrate BambooHR and Autotask 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm