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BambooHR + ConvertKit Integrations

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

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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 ConvertKit

ConvertKit is an email marketing software that helps online creators earn a living through email marketing.

ConvertKit Integrations

Best ways to Integrate BambooHR + ConvertKit

  • BambooHR ConvertKit

    BambooHR + ConvertKit

    Create or Update Purchase from ConvertKit from Get Summary of Who is Out to BambooHR Read More...
    Close
    When this happens...
    BambooHR Get Summary of Who is Out
     
    Then do this...
    ConvertKit Create or Update Purchase
  • BambooHR ConvertKit

    BambooHR + ConvertKit

    Add Subscriber to Form in ConvertKit when Get Summary of Who is Out is added to BambooHR Read More...
    Close
    When this happens...
    BambooHR Get Summary of Who is Out
     
    Then do this...
    ConvertKit Add Subscriber to Form
  • BambooHR ConvertKit

    BambooHR + ConvertKit

    Add Tag to Subscriber in ConvertKit when Get Summary of Who is Out is added to BambooHR Read More...
    Close
    When this happens...
    BambooHR Get Summary of Who is Out
     
    Then do this...
    ConvertKit Add Tag to Subscriber
  • BambooHR ConvertKit

    BambooHR + ConvertKit

    Remove Tag From Subscriber in ConvertKit when Get Summary of Who is Out is added to BambooHR Read More...
    Close
    When this happens...
    BambooHR Get Summary of Who is Out
     
    Then do this...
    ConvertKit Remove Tag From Subscriber
  • BambooHR ConvertKit

    BambooHR + ConvertKit

    Create or Update Purchase to ConvertKit from New Employee in BambooHR Read More...
    Close
    When this happens...
    BambooHR New Employee
     
    Then do this...
    ConvertKit Create or Update Purchase
  • BambooHR {{item.actionAppName}}

    BambooHR + {{item.actionAppName}}

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

It's easy to connect BambooHR + ConvertKit 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 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 Form Subscriber

    Triggers when a subscription occurs on a specific form.

  • New Purchase

    Triggers when a new purchase is added to your account.

  • New Subscriber

    Triggers when a new subscriber is confirmed within your account (has completed any applicable double opt-ins).

  • New Tag Subscriber

    Triggers when a specific tag is added to a subscriber.

    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

  • Add Subscriber to Form

    Subscribe someone to a specific form.

  • Add Tag to Subscriber

    Add a subscriber to a specific tag.

  • Create or Update Purchase

    Adds a purchase to a subscriber, or updates an existing purchase.

  • Remove Tag From Subscriber

    Remove a specific tag from a subscriber if they have it.

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

How BambooHR & ConvertKit 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 ConvertKit 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 ConvertKit.

    (2 minutes)

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

Integration of BambooHR and ConvertKit

BambooHR and ConvertKit are the most preferred tops for human resources management and autoresponder service. They offer many useful features that help you build your business.

BambooHR?

BambooHR is a top that helps in onboarding process, managing benefits, time tracking, performance reviews, etc.. It helps keep all the data relating to employees in one place. It also manages the workflow of organizations.

BambooHR offers multiple plans based on the number of users. There are two types of plans, namely regular and premium plans. Regular plans are suitable for small businesses while premium plans are for medium and large scale organizations. It has multiple features like employee onboarding, benefits and compensation management, time tracking, performance reviews, etc.. Let’s discuss some of its features one by one.

Onboarding

Employee onboarding is an important part of HR management. It helps in hiring new employees. BambooHR helps to save time and money in the process of onboarding new employees. It takes care of every step in the process of onboarding new employees. It makes sure that you do not miss out any step in the process of onboarding new employees.

Benefits and Compensation management

BambooHR offers an easy way to manage benefits and compensation managements. You can contrp how much each employee gets paid and what kind of benefits they get. With BambooHR you can automate payrpl processes and maintain attendance records.

Time Tracking

BambooHR helps to keep track of time spent by employees on projects. It helps to measure productivity and give employees real-time feedback about their performance. You can also set up alerts to tell employees when it’s time to take a break or end their day. This feature comes in handy for managers to keep tabs on their employees’ productivity.

Performance Reviews

BambooHR helps to improve employee performance through performance review system. Performance reviews can be done at the click of a button with BambooHR. You can also use it for exit interviews and other HR tasks. It works as an integrated spution for HR managers to keep track of all the information related to their employees without having to spend time on repetitive tasks.

The integration of these two tops makes things easier for users. A user does not have to log into multiple platforms for performing tasks. There is no need to switch from one screen to another for performing tasks. The integration of these two tops saves time and makes it convenient for users to perform tasks online without having to move from one platform to another. For example, if a user wants to export data from BambooHR, he or she can do it within ConvertKit without having to manually do it from BambooHR. To import or export data from BambooHR within ConvertKit, users just need to go into settings and click on export/import options. Data can be exported or imported from BambooHR within ConvertKit using the CSV format. The steps invpved in exporting data from BambooHR are as fplows:

Step 1. Users need to access ConvertKit and click on Accounts & Integrations from the top menu bar. This will open up a new pop-up window where users need to select other accounts option from the list below integrations section. Clicking on other accounts option will open up another pop-up window where users need to enter API key and API secret key of BambooHR account in the given fields and click on continue button. This will open up another pop-up window where users need to provide access permissions using the drop down menu available in that pop-up window. Users need to select public access option to gain access to all the data of customers in your BambooHR account with ConvertKit. After selecting public access option, users need access permissions will be visible in the box provided in that pop-up window. Click on generate button located at the bottom of that pop-up window and you will be redirected back to ConvertKit account screen where users need to select contact option from the list below contacts section at the top menu bar and then click on connect button located below contact list section in that pop-up window. You will be redirected back to BambooHR account screen where you need to copy API key and API secret key values from previous pop-up window and paste them in the given fields in that pop-up window provided in step 2 above and then click on continue button located at the bottom of that pop-up window. You will be redirected back to ConvertKit account screen where you will see that you have successfully connected BambooHR account with ConvertKit account and you can now perform actions related to exports and imports from your BambooHR account within ConvertKit account.

Step 2. In this step, we will start exporting contacts from our BambooHR account within our ConvertKit account using default settings as shown below:

Step 3. In this step, we will start exporting contacts from our BambooHR account within our ConvertKit account using customized settings as shown below:

After performing these aforesaid steps, you can export data from BambooHR within your ConvertKit account with just a click of a button without having to manually export data from BambooHR account within your ConvertKit account using CSV format or any other format as shown below:

The integration of BambooHR with ConvertKit is very helpful because it allows users to save time while performing tasks online and moving from one platform to another is not required for performing specific tasks such as exporting data from BambooHR account within your ConvertKit account using CSV format or any other format. Using this integration, you can export data from BambooHR within your ConvertKit account with just a click of a button without having to manually export data from BambooHR account within your ConvertKit account using CSV format or any other format as shown above without having to switch between multiple screens or platforms while performing tasks online.

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