Bamboo HR

Bamboo HR (opens new window) is a HR software solution for collecting, maintaining, and analyzing your people data.

Review a BambooHR, QuickBooks Online, and Okta example recipe

Complete the following steps to create a recipe that monitors BambooHR for new employees. When activity is detected, it creates a new employee in QuickBooks Online and a new user in Okta.

This use case is intended to serve as an example. Recipe modifications such as trigger and action configuration and conditional logic may require adjustments if you plan to include this recipe in your own workflow.

1

Sign in to your Workato account and navigate to the workspace project where you plan to add the recipe.

2

Set up connections for BambooHR, QuickBooks Online, and Okta.

3

Click Create > Recipe.

4

Provide a name for your recipe in the Name field and select the project in which you plan to store the recipe from the Location drop-down menu.

5

Ensure that Trigger from an app is selected under Pick a starting point and click Start building.

Set up your recipe

6

Search for BambooHR in the Choose an app search box and select the BambooHR connection app you created in the preceding steps.

7

Select New employee as your trigger.

Select New employee as your trigger

8

Use the calendar modal to select the date from which your recipe should begin to monitor events in the When first started, this recipe should pick up events from field. The trigger checks for new events every five minutes by default. Leave this field empty to fetch events from the last hour. You can't change this value after you run or test the recipe.

Set up your trigger

9

Click Save.

10

Click the + Add step button and select Action in app.

11

Search for QuickBooks Online in the Choose an app search box and select the QuickBooks Online connection app you created in the preceding steps.

Choose QuickBooks Online as your app

12

Select Create employee as your action.

Select Create employee as your action

13

Map the BambooHR Mobile phone | Step 1 datapill into the Phone field and the BambooHR Work email | Step 1 datapill into the Email field.

Map the datapills for your action

14

Map the BambooHR First name | Step 1 datapill into the Given name field, map the BambooHR Last name | Step 1 datapill into the Family name field, and then map the BambooHR Display name | Step 1 datapill into the Display name field.

Map the datapills for your action

15

Map the BambooHR Employee number | Step 1 datapill into the Employee number field.

Map the Employee number datapill

16

Click Save.

17

Click the + Add step button and select Action in app.

18

Search for Okta in the Choose an app search box and select the Okta connection app you created in the preceding steps.

19

Select Create user as your action.

Select Create user as your action

20

Map the BambooHR First name | Step 1 datapill into the First name field and the BambooHR Last name | Step 1 datapill into the Last name field.

Map the datapills for your action

21

Map the BambooHR Work email | Step 1 datapill into the Primary email ID field and the BambooHR Work email | Step 1 datapill into the Username field. The Username field must contain an email address.

Map the datapills for your action

22

Map the BambooHR Employee number | Step 1 datapill into the Employee number field.

23

Click Save.

Your BambooHR, QuickBooks Online, and Okta recipe is ready to test and implement.

API version

The Bamboo HR connector uses the Bamboo REST API v1 (opens new window).

How to connect to Bamboo HR on Workato

Bamboo HR connection setup

Input field	Description
Connection name	Give this connection a unique name that identifies which instance it is connected to.
API token	The API token. Learn how to create this API token
Sub-domain	The base URL of your Bamboo HR instance.

How to create an API key on Bamboo HR

Steps	Description
1.	Navigate to Profile > API keys Navigate to Bamboo HR API keys
2.	Create a new API key by selecting Add New Key Add new API key
3.	Provide a descriptive name for this new API key. For example, workato_user. Add new API key
4.	An API key will be generated. Save this key in a secure location. Note that this API key is only visible here. You will no longer be able to retrieve this key after this step. Save API key

For more information, see the Bamboo HR documentation (opens new window).

Triggers and actions

You can browse the other chapters:

Bamboo HR triggers

• New employee trigger
• New employee trigger (real-time)
• Updated employee trigger
• Updated employee trigger (real-time)
• Schedule custom employee report trigger

Bamboo HR actions

• Create employee action
• Create/update time off request action
• Update employee action
• Update time off request status action
• Get employee details by ID action
• List employees in directory action
• List time off requests action
• Get table records of employee action
• Create custom employee report action
• Get company employee report by ID action