BambooHR and ConvertAPI Integration

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Automatically convert employee documents from BambooHR into shareable PDFs with ConvertAPI. Build on Latenode for affordable scaling and custom logic using JavaScript where needed.

Swap Apps

BambooHR

ConvertAPI

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect BambooHR and ConvertAPI

Create a New Scenario to Connect BambooHR and ConvertAPI

In the workspace, click the β€œCreate 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 ConvertAPI will be your first step. To do this, click "Choose an app," find BambooHR or ConvertAPI, 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.

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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.

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Connect BambooHR

Sign In
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Run node once

Add the ConvertAPI Node

Next, click the plus (+) icon on the BambooHR node, select ConvertAPI from the list of available apps, and choose the action you need from the list of nodes within ConvertAPI.

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ConvertAPI

Authenticate ConvertAPI

Now, click the ConvertAPI node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your ConvertAPI settings. Authentication allows you to use ConvertAPI through Latenode.

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Configure the BambooHR and ConvertAPI Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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ConvertAPI Oauth 2.0

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Select an action *

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The action ID

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Run node once

Set Up the BambooHR and ConvertAPI Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario

After configuring BambooHR, ConvertAPI, 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 β€œRun once” and triggering an event to check if the BambooHR and ConvertAPI integration works as expected. Depending on your setup, data should flow between BambooHR and ConvertAPI (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect BambooHR and ConvertAPI

BambooHR + ConvertAPI + Google Drive: When a new employee file is uploaded to BambooHR, it is converted to PDF using ConvertAPI and then stored in a specified Google Drive folder for secure archiving.

ConvertAPI + BambooHR + Slack: When a new file is available in ConvertAPI, it updates employee information in BambooHR and sends a notification to a specified Slack channel, alerting HR of the change.

BambooHR and ConvertAPI integration alternatives

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.

About ConvertAPI

Automate file conversions within Latenode. ConvertAPI handles PDFs, images, documents, and more. Instead of manual uploads or custom code, build automated workflows to convert files as they arrive, then parse data or trigger follow-up actions. Scales easily, no coding needed.

See how Latenode works

FAQ BambooHR and ConvertAPI

How can I connect my BambooHR account to ConvertAPI using Latenode?

To connect your BambooHR account to ConvertAPI on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select BambooHR and click on "Connect".
  • Authenticate your BambooHR and ConvertAPI accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I automatically convert offer letters upon BambooHR record creation?

Yes, you can! Latenode lets you automate document conversions based on BambooHR events, ensuring consistent formatting. Leverage no-code blocks, AI, and even custom JavaScript for total control.

What types of tasks can I perform by integrating BambooHR with ConvertAPI?

Integrating BambooHR with ConvertAPI allows you to perform various tasks, including:

  • Automatically converting employee documents upon profile updates.
  • Generating PDF reports from HR data stored in BambooHR.
  • Watermarking confidential documents before archiving.
  • Creating onboarding packages with converted documents.
  • Converting resumes to a standardized format upon application.

HowsecureistheBambooHRandConvertAPIintegrationwithLatenode?

Latenode uses secure authentication protocols and encryption to protect your data during BambooHR and ConvertAPI integration, ensuring compliance and privacy.

Are there any limitations to the BambooHR and ConvertAPI integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Rate limits imposed by BambooHR and ConvertAPI may affect workflow execution.
  • Complex document conversions might require advanced ConvertAPI configurations.
  • Custom BambooHR fields may require specific mapping in Latenode workflows.

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