Integrating BambooHR with PandaDoc by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between BambooHR and PandaDoc
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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 PandaDoc
PandaDoc is an American software company providing SaaS software. The platform provides sales processes software
Integrations for PandaDocIt's easy to connect BambooHR + PandaDoc without coding knowledge. Start creating your own business flow.
- Triggers
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Changed ReportTriggers when a company report changes. Works best with reports sorted by a date field in descending order.
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Get Summary of Who is Out
Get a summary of who's out of the office on a given date
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New Employee
Triggers when a new employee is created.
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New Employee Instant
Triggers when an employee created.
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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.
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New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve
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Document CompletedTriggers when a document is completed.
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Document Paid
Triggers when a document is paid.
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Document Sent
Triggers when a document is sent.
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Document Status Changed
Triggers when a document status changes to draft, sent, viewed, completed, paid, etc.
- Actions
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Create Employee
Creates a new employee
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Respond to Time Off Request
Approve, deny, or cancel a time off request.
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Update Employee
Updates an existing employee
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Create Document
Creates a document from a templates.
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Send Document
Send a document.
How BambooHR & PandaDoc Integrations Work
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Step 1: Choose BambooHR as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick PandaDoc as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from BambooHR to PandaDoc.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.