Namely

Namely offers a modern human resources management platform. Namely provides tools to streamline onboarding, automate tasks, store new hire forms, and collect eSignatures. Depending on your plan, you can also use Namely to manage payroll and benefits.

Review a Namely and Google Sheets example recipe

Namely and Google Sheets recipe example

This example recipe guides you through connecting Namely and Google Sheets to Workato to create a simple yet powerful automation. This use case demonstrates how you can integrate these popular applications to enhance record-keeping, information-sharing, and efficiency within your team.

This recipe adds the employee name to a new row in Google Sheets when you create a new employee record in Namely. This automation triggers when a new employee record is detected in your connected Namely account.

Complete the following steps to create a recipe that adds employee names to new rows in Google Sheets when you add new employees in Namely:

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 Namely and Google Sheets using the steps in the following sections:

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.

6

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

7

Select New employee profile as your trigger.

Select the New employee profile trigger

8

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

Select Action in app

9

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

Choose Google Sheets as your app

10

Select Add row as your action.

11

Select the spreadsheet you plan to use in your recipe from the Spreadsheet drop-down menu.

12

Select the sheet in which you plan to add rows from the Sheet drop-down menu. The sheet you select must have at least one header row and one data row.

13

Click the Columns Show button, map the First name | Step 1 datapill into the First name field, and map the Last name | Step 1 datapill into the Last name field.

14

Map the Email | Step 1 datapill into the Email field and the Title | Step 1 datapill into the Job title field.

Set up Google Sheets

15

Click Save.

Your recipe adds a new row containing the profile information you configured when a new employee profile is added to Namely.

New employee information automatically added to Google Sheets

API version

The Workato Namely connector uses Namely's REST-based API. Refer to the Namely API documentation (opens new window) for more information.

Connection setup

Complete the following steps to create a Namely connection in Workato:

1

Provide a Connection name to identify the Namely instance Workato connects to.

Namely connection setup

2

Enter the company account name you plan to connect to your Workato account in the Company field. You can find this name in your Namely URL. For example, if your URL is http://acme.namely.com, enter acme in this field.

3

Click Connect.

4

Click Allow when prompted to authorize Workato to access your Namely account.

Authorize access for Workato