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Set up your first integration
Quickly connect BambooHR to Smartsheet with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate BambooHR with Smartsheet - no code necessary. See how you can get setup in minutes.
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 Workspace" in Smartsheet.
You’re connected!
Zapier seamlessly connects BambooHR and Smartsheet, 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.
Try ItTriggerPolling - Report_numberRequired
- Field
Try ItTriggerPolling- Action
- EmployeeId
- Start
- End
- Status
Try ItTriggerPolling- Which field(s) should trigger this Zap?Required
- Additional fields to include in the output
Try ItTriggerInstant
- New Employee
Triggers when a new employee is created.
Try ItTriggerPolling - Additional fields to include in the output
Try ItTriggerInstant- New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Try ItTriggerPolling - New Updated Employee (Include Custom Fields Changes)
Triggers when an employee is updated (include custom fields changes).
Try ItTriggerPolling
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Practical ways you can use BambooHR and Smartsheet
Track employee leave requests.
When a new time off request is created in BambooHR, Zapier can automatically add a row in Smartsheet with the request details. This helps business owners monitor employee availability at a glance, improving resource planning and minimizing scheduling conflicts.
Business OwnerUpdate task trackers when onboarding employees.
When a new employee starts in BambooHR, Zapier will create or update a row in a Smartsheet tracking onboarding tasks. This ensures all onboarding steps are accounted for, reducing delays and enhancing team collaboration.
Project ManagementLearn how to automate BambooHR on the Zapier blog
Learn how to automate Smartsheet on the Zapier blog
Frequently Asked Questions about BambooHR + Smartsheet integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BambooHR and Smartsheet
What are the prerequisites for integrating BambooHR with Smartsheet?
To integrate BambooHR with Smartsheet, you need to have an active account on both platforms. Ensure that you have the necessary permissions to access the API keys for both BambooHR and Smartsheet. Additionally, familiarity with using integration tools like Zapier can be beneficial.
How can we automate data transfer from BambooHR to Smartsheet?
You can automate data transfer by setting up triggers in BambooHR that prompt actions in Smartsheet. For instance, when a new employee is added to BambooHR, an automated action can be set up through our platform to create a corresponding row in Smartsheet without manual intervention.
What triggers are supported for this integration?
The integration supports several triggers from BambooHR such as 'New Employee', 'Updated Employee', or 'Employee Termination'. These triggers help initiate automated workflows transferring relevant information directly into Smartsheet.
Can we update existing records in Smartsheet based on changes in BambooHR?
Yes, updates made in BambooHR can trigger actions to update existing records in Smartsheet. By setting up the appropriate automations, modifications in employee details within BambooHR can reflect real-time updates within your Smartsheet documents.
Is it possible to create custom fields during this integration?
During the integration setup, you can map and create custom fields according to your workflow needs. This allows tailoring specific information flow between BambooHR and Smartsheet beyond predefined fields.
Are there any limitations regarding data volume when integrating these platforms?
While transferring large volumes of data is supported, it's essential to consider API rate limits imposed by both BambooHR and Smartsheet. Monitoring these limits will help avoid disruptions during bulk data transfers or frequent updates.
How do we troubleshoot if an automation doesn't work as expected?
First, ensure that all trigger and action conditions are correctly set up between BambooHR and Smartsheet. Check API connectivity issues or permission errors within each platform’s dashboard. Reviewing logs within our interface also offers insight into where processes may falter.
