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How Zapier works

Zapier makes it easy to integrate BambooHR with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.

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BambooHR
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BambooHR
1. Choose trigger event
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Microsoft SharePoint
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Microsoft SharePoint
2. Choose action
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1. Select the event
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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 "Delete List Item" in Microsoft SharePoint.

You’re connected!

Zapier seamlessly connects BambooHR and Microsoft SharePoint, 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.

  • BambooHR triggers, actions, and search
    New Employee Started

    Triggers on a new employee's start date.

    Trigger
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    • Report_number
      Required
    • Field
    Trigger
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    • Action
    • EmployeeId
    • Start
    • End
    • Status
    Trigger
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    • Which field(s) should trigger this Zap?
      Required
    • Additional fields to include in the output
    Trigger
    Instant
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Practical ways you can use BambooHR and Microsoft SharePoint

Organize new employees' details in SharePoint

When a new employee is added in BambooHR, Zapier can automatically create a list item in Microsoft SharePoint to store their basic details. This ensures consolidated storage of employee data for team collaboration and administrative access.

HR & Recruiting Ops
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Track terminated employees in SharePoint

When an employee is terminated in BambooHR, Zapier can create a list item in Microsoft SharePoint noting this status change. This process helps IT teams quickly keep track of offboarded employees and manage access controls efficiently.

IT
Notify team about new time-off requests

When a new time-off request is created in BambooHR, Zapier can publish a page update in Microsoft SharePoint for the marketing team, ensuring visibility into team availability. This supports streamlined project planning around team schedules.

Marketing & Marketing Ops

Learn how to automate BambooHR on the Zapier blog

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Frequently Asked Questions about BambooHR + Microsoft SharePoint 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 SharePoint

How can we integrate BambooHR with Microsoft SharePoint?

Integrating BambooHR with Microsoft SharePoint can be achieved through APIs or third-party integration platforms like Zapier. By setting up automated workflows, you can create triggers such as 'New Employee Added in BambooHR' that prompt specific actions in SharePoint, such as creating a new employee folder or document.

What kind of data can be synced between BambooHR and SharePoint?

We support syncing various types of data between BambooHR and SharePoint. Common data includes employee details, time-off requests, and onboarding documents. Using triggers like 'Updated Employee Record' in BambooHR, you can automate updates to corresponding data fields in SharePoint.

Are there any limitations when integrating BambooHR with Microsoft SharePoint?

There are some limitations based on the API capabilities of both platforms. For example, certain complex triggers might not be fully supported without custom development. Additionally, synchronization frequency and data types supported could vary.

Can we automate document creation in SharePoint using BambooHR data?

Yes, document creation in SharePoint can be automated using triggers from BambooHR. For instance, when a new employee is added to BambooHR, an automatic workflow can create a new employee folder or onboarding checklist document within your specified SharePoint library.

What triggers are available for starting workflows from BambooHR to SharePoint?

Popular triggers include 'Candidate Hired', 'Employee Updated', and 'Time-Off Request Approved'. Each of these triggers allows for corresponding actions within SharePoint like updating lists or storing relevant documents.

Is it possible to use existing templates in SharePoint when integrating with BambooHR?

Yes, it is possible to utilize existing templates within your SharePoint library when integrating with BambooHR. Triggers such as 'New Employee Onboarded' could initiate the use of predetermined templates for consistent document management across departments.

How secure is the integration between BambooHR and Microsoft SharePoint?

Our integrations prioritize security by using OAuth tokens for authentication wherever possible and ensure that data transfer follows industry-standard encryption protocols. It's important to regularly review permissions within both platforms for maintaining security integrity.

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About BambooHR
BambooHR is an online human resources software service for small and midsized businesses.
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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