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Automatically update Cloze contacts with new employee data from BambooHR using Latenode’s visual editor. Streamline onboarding and team updates, leveraging JavaScript functions for custom data transformations and affordable execution costs.
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BambooHR
Cloze
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Create a New Scenario to Connect BambooHR and Cloze
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a BambooHR, triggered by another scenario, or executed manually (for testing purposes). In most cases, BambooHR or Cloze will be your first step. To do this, click "Choose an app," find BambooHR or Cloze, and select the appropriate trigger to start the scenario.
Add the BambooHR Node
Select the BambooHR node from the app selection panel on the right.
BambooHR
Configure the BambooHR
Click on the BambooHR node to configure it. You can modify the BambooHR URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Cloze Node
Next, click the plus (+) icon on the BambooHR node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.
BambooHR
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Cloze
Authenticate Cloze
Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.
Configure the BambooHR and Cloze Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the BambooHR and Cloze Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Cloze
Trigger on Webhook
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BambooHR
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring BambooHR, Cloze, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the BambooHR and Cloze integration works as expected. Depending on your setup, data should flow between BambooHR and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
BambooHR + Cloze + Slack: When a new employee is added in BambooHR, a corresponding contact is created in Cloze. Subsequently, a welcome message is sent to the new employee via Slack.
Cloze + BambooHR + Google Sheets: Upon closing a deal in Cloze, the automation updates the employee's sales data in BambooHR and records the transaction details in a Google Sheet for tracking and reporting.
About BambooHR
Streamline HR processes. Use BambooHR with Latenode to automate onboarding, offboarding, and employee data sync. Automatically update other systems (like payroll or Slack) based on BambooHR changes. Centralize HR workflows in a visual no-code builder. Reduce manual data entry and ensure consistency across all platforms.
Related categories
About Cloze
Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.
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How can I connect my BambooHR account to Cloze using Latenode?
To connect your BambooHR account to Cloze on Latenode, follow these steps:
Can I automatically update Cloze contacts from new BambooHR hires?
Yes, using Latenode's advanced data mapping, new BambooHR hires instantly create or update Cloze contacts, ensuring your sales team has current information. Scale with no-code & serverless JavaScript!
What types of tasks can I perform by integrating BambooHR with Cloze?
Integrating BambooHR with Cloze allows you to perform various tasks, including:
HowsecureisBambooHRdatatransferredtoClozeviaLatenode?
Latenode uses secure, encrypted connections for all data transfers between BambooHR and Cloze, protecting sensitive employee information using advanced protocols.
Are there any limitations to the BambooHR and Cloze integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: