Integrating BambooHR with Wealthbox CRM by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between BambooHR and Wealthbox CRM
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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 Wealthbox CRM
Wealthbox is a web-based CRM solution that allows financial advisors to manage their client relationships with ease.
Integrations for Wealthbox CRMIt's easy to connect BambooHR + Wealthbox CRM 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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New CommentTriggers when a new comment is created.
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New Contact
Triggers when a new contact is created.
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New Event
Triggers when a new event is created.
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New Note
Triggers when a new note is created.
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New Opportunity
Triggers when a new opportunity is created.
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New Project
Triggers when a new project is created.
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New Workflow
Triggers when a new workflow is created.
- 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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Add Member to Household
Adds a new family member to a household.
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Create Contact
Creates a new contact.
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Create Event
Creates a new event.
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Create Household
Create a new household
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Create Note
Creates a new note.
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Create Opportunity
Creates a new opportunity.
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Create Project
Creates a new project.
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Create Task
Creates a new task.
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Start Workflow
Start a new workflow for a contact, project, or opportunity — based on a workflow template you have created in Wealthbox.
How BambooHR & Wealthbox CRM 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 Wealthbox CRM 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 Wealthbox CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.