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Get Started FreeTriggers when a company report changes. Works best with reports sorted by a date field in descending order.
Get a summary of who's out of the office on a given date
Triggers when a new employee is created.
Triggers when an employee created.
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.
Triggers when a new time off request is created by an employee whose requests you're able to approve
Triggers when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when a tag is added to a contact the first time.
Triggers when an existing contact is updated.
Creates a new employee
Approve, deny, or cancel a time off request.
Updates an existing employee
Creates a new company.
Creates a new contact.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
Triggers when a company report changes. Works best with reports sorted by a date field in descending order.
Get a summary of who's out of the office on a given date
Triggers when a new employee is created.
Triggers when an employee created.
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.
Triggers when a new time off request is created by an employee whose requests you're able to approve
Triggers when a new appointment created.
Triggers when a new company created.
Triggers when a new contact created.
Trigger when a new invoice created.
Trigger when a new payment received.
Triggers when new tag is created.
Triggers when a new task is created.
Triggers when a tag is added to a contact the first time.
Triggers when an existing contact is updated.
Creates a new employee
Approve, deny, or cancel a time off request.
Updates an existing employee
Creates a new company.
Creates a new contact.
Creates a new invoice.
Creates a new note on a contact record.
Creates a new task.
Creates a new contact or updates an existing contact.
Apply tags to a contact.
Choose BambooHR as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Keap as the action app from the list.
Connect your Keap account & authenticate it.
Select the data you want to send from BambooHR to Keap & your AI Agent is ready!
Get Summary of Who is Out
Create Task
New Employee
Create Company
New Time Off Request
Create or Update Contact
New Time Off
Create Note
Changed Report
Create Note
BambooHR is a cloud-based HR management software solution for small and medium-sized businesses that streamlines and centralizes employee information into a single database with instant, real-time alerts and reports.
Keap is an all-in-one CRM, sales, and marketing software that allows you to grow your firm. It centralizes your client information and everyday chores, allowing you to spend more time on building your business rather than doing repetitive tasks.
The integration between BambooHR and Keap is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating BambooHR with Keap, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the BambooHR-Keap integration:
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