Autotask BambooHR Integration

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View all (44) Triggers (28) Actions (16)

New Account

Triggers whenever a new Account is added.
New Appointment

Triggers whenever a new appointments is added.
New Configuration Item

Triggers when a new Configuration Item is found.
New Contract

Trigger when a new contract created.
New Expense

Trigger when a new New expense created.
New Expense Reports

Trigger when a new New expense reports created
New Holiday

Triggers whenever a new holiday is added.
New Invoice

Triggers whenever a new invoice is added.
New Item Or Service

Triggers whenever a new item/service is added.
New Opportunity

Triggers whenever a new opportunity is added.
New Project

Triggers when a new Project is found.
New Task

Triggers when a new Task is found.
New Ticket

Triggers when a new Ticket is found.
New Time Entry

Triggers when a new Time Entry is found.
New Todos

Triggers whenever a new account todos is added.
New or Updated Contact

Triggers whenever a new or updated Contact is found.
New or Updated Ticket Note

Triggers when a ticket note is updated or created.
New or Setup Service Call

Trigger if a service call was created/setup
Updated Account

Triggers when an Account is updated.
Updated Task

Triggers when a updated task is found.
Updated Ticket

Triggers when a ticket is updated.
Updated Time Entry

Triggers when a Time Entry is updated.
Changed Report

Triggers when a company report changes. Works best with reports sorted by a date field in descending order.
Get Summary of Who is Out

Get a summary of who's out of the office on a given date
New Employee

Triggers when a new employee is created.
New Employee Instant

Triggers when an employee created.
New Time Off

Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.
New Time Off Request

Triggers when a new time off request is created by an employee whose requests you're able to approve
Create Account

Creates an account.
Create Appointment

Creates an appointment.
Create Contact

Creates a contact.
Create Expense Report

Create Expense Report.
Create Opportunity

Creates a opportunity.
Create Ticket

Creates a ticket.
Create Ticket Note

Creates a ticket note.
Create Time Entry

Creates a Time Entry.
Create ToDo

Creates a ToDo.
Update Account

Update an account.
Update Contact

Update a contact.
Update Opportunity

Updates an opportunity.
Update Ticket

Updates a ticket.
Create Employee

Creates a new employee
Respond to Time Off Request

Approve, deny, or cancel a time off request.
Update Employee

Updates an existing employee

New Account

Triggers whenever a new Account is added.
New Appointment

Triggers whenever a new appointments is added.
New Configuration Item

Triggers when a new Configuration Item is found.
New Contract

Trigger when a new contract created.
New Expense

Trigger when a new New expense created.
New Expense Reports

Trigger when a new New expense reports created
New Holiday

Triggers whenever a new holiday is added.
New Invoice

Triggers whenever a new invoice is added.
New Item Or Service

Triggers whenever a new item/service is added.
New Opportunity

Triggers whenever a new opportunity is added.
New Project

Triggers when a new Project is found.
New Task

Triggers when a new Task is found.
New Ticket

Triggers when a new Ticket is found.
New Time Entry

Triggers when a new Time Entry is found.
New Todos

Triggers whenever a new account todos is added.
New or Updated Contact

Triggers whenever a new or updated Contact is found.
New or Updated Ticket Note

Triggers when a ticket note is updated or created.
New or Setup Service Call

Trigger if a service call was created/setup
Updated Account

Triggers when an Account is updated.
Updated Task

Triggers when a updated task is found.
Updated Ticket

Triggers when a ticket is updated.
Updated Time Entry

Triggers when a Time Entry is updated.
Changed Report

Triggers when a company report changes. Works best with reports sorted by a date field in descending order.
Get Summary of Who is Out

Get a summary of who's out of the office on a given date
New Employee

Triggers when a new employee is created.
New Employee Instant

Triggers when an employee created.
New Time Off

Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.
New Time Off Request

Triggers when a new time off request is created by an employee whose requests you're able to approve

Create Account

Creates an account.
Create Appointment

Creates an appointment.
Create Contact

Creates a contact.
Create Expense Report

Create Expense Report.
Create Opportunity

Creates a opportunity.
Create Ticket

Creates a ticket.
Create Ticket Note

Creates a ticket note.
Create Time Entry

Creates a Time Entry.
Create ToDo

Creates a ToDo.
Update Account

Update an account.
Update Contact

Update a contact.
Update Opportunity

Updates an opportunity.
Update Ticket

Updates a ticket.
Create Employee

Creates a new employee
Respond to Time Off Request

Approve, deny, or cancel a time off request.
Update Employee

Updates an existing employee

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