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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Employee Started" from BambooHR.

Add your action

An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.

You’re connected!

Zapier seamlessly connects BambooHR and Microsoft Dynamics 365 CRM, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Employee Started
Triggers on a new employee's start date.
Trigger
Polling
Try It
- Report_number
  Required
- Field
Trigger
Polling
Try It
- Action
- EmployeeId
- Start
- End
- Status
Trigger
Polling
Try It
- Which field(s) should trigger this Zap?
  Required
- Additional fields to include in the output
Trigger
Instant
Try It
- EmployeeId
- Date
  Required
- Start
- End
- Note
- Project ID
- Task ID
Action
Write

- Date
  Required
- End Date
- Include
Action
Write
- EmployeeId
- SupervisorEmail
- FirstName
  Required
- LastName
  Required
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- HelpText
- Search By
  Required
- Search Value
  Required
- SupervisorEmail
- FirstName
  Required
- LastName
  Required
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Search or write
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

New Employee
Triggers when a new employee is created.
Trigger
Polling
Try It
- Additional fields to include in the output
Trigger
Instant
Try It
New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Trigger
Polling
Try It
New Updated Employee (Include Custom Fields Changes)
Triggers when an employee is updated (include custom fields changes).
Trigger
Polling
Try It
- SupervisorEmail
- FirstName
  Required
- LastName
  Required
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Write
- Request
  Required
- Status
- Note
Action
Write
- File Name
- EmployeeId
- Share This File with Employee
  Required
- File
  Required
Action
Write
- HelpText
- Search By
  Required
- Search Value
  Required
Action
Search
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
- State
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect BambooHR and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate BambooHR on the Zapier blog

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Make work flow with AI

Level up your BambooHR to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about BambooHR + Microsoft Dynamics 365 CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BambooHR and Microsoft Dynamics 365 CRM

What is required to set up an integration between BambooHR and Microsoft Dynamics 365 CRM?

To set up the integration, you'll need access to both your BambooHR and Microsoft Dynamics 365 CRM accounts. You will also require the appropriate admin privileges to create triggers in BambooHR and define actions in Dynamics 365. Our system will guide you through connecting these accounts securely.

Can I trigger actions in Dynamics 365 based on changes within BambooHR?

Yes, you can trigger various actions in Dynamics 365 when specific events occur in BambooHR. For example, you can automatically update a contact record in Dynamics whenever a new employee is added to your BambooHR database.

Is it possible to automate the creation of a new record in Microsoft Dynamics 365 when someone is hired through BambooHR?

Absolutely! When a new employee record is created in BambooHR, you can configure our integration to automatically create a corresponding contact or lead record in Microsoft Dynamics 365 CRM.

How can I ensure data synchronization between BambooHR and Microsoft Dynamics 365 CRM?

You can set triggers for specific updates in BambooHR (e.g., job title changes) that prompt actions such as updating records within Microsoft Dynamics 365. This ensures that data remains consistent across both platforms.

Are there pre-built templates available for integrating these two platforms?

We provide several pre-built templates that include common triggers and actions between BambooHR and Microsoft Dynamics 365 CRM, making it easier to get started with the most typical integrations.

Can I customize the integration according to my business needs?

Yes, our platform allows full customization of the integrations. You can decide which triggers from BambooHR should initiate specific actions within Microsoft Dynamics 365, tailored entirely around your operational processes.

How do I handle errors during the integration process?

Our system includes error handling mechanisms that alert you if something goes wrong during the syncing process. You’ll receive detailed error messages enabling quick troubleshooting so that operations are minimally affected.

About BambooHR

BambooHR is an online human resources software service for small and midsized businesses.

Learn moreLearn moreHelpHelp

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HR Talent & Recruitment

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)Microsoft

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect BambooHR and Microsoft Dynamics 365 CRM to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect BambooHR and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate BambooHR on the Zapier blog

4 ways to automate BambooHR with Zapier

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

6 ways to automate Microsoft Dynamics 365

Make work flow with AI

Frequently Asked Questions about BambooHR + Microsoft Dynamics 365 CRM integrations

Connect BambooHR to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform