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How to connect BambooHR and Instantly
Create a New Scenario to Connect BambooHR and Instantly
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 Instantly will be your first step. To do this, click "Choose an app," find BambooHR or Instantly, 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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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 Instantly Node
Next, click the plus (+) icon on the BambooHR node, select Instantly from the list of available apps, and choose the action you need from the list of nodes within Instantly.
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Authenticate Instantly
Now, click the Instantly node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Instantly settings. Authentication allows you to use Instantly through Latenode.
Configure the BambooHR and Instantly 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 Instantly 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, Instantly, 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 Instantly integration works as expected. Depending on your setup, data should flow between BambooHR and Instantly (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 Instantly
BambooHR + Instantly + Slack: When a new employee is added in BambooHR, they are automatically added as a lead in Instantly to a specified campaign. Then, a notification is sent to a designated Slack channel to inform HR of the new employee's addition to Instantly.
Instantly + BambooHR + Google Sheets: Log Instantly campaign performance data to Google Sheets as new rows. Afterwards, update corresponding employee records in BambooHR with relevant success metrics pulled from Google Sheets.
BambooHR and Instantly 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.
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About Instantly
Use Instantly in Latenode to automate email outreach at scale. Connect Instantly to your CRM, database, or lead sources and build automated sequences based on triggers. Enrich data and route responses using Latenode's visual editor and JS node for custom logic — all without per-step pricing limits.
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See how Latenode works
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FAQ BambooHR and Instantly
How can I connect my BambooHR account to Instantly using Latenode?
To connect your BambooHR account to Instantly 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 Instantly accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger Instantly campaigns based on BambooHR events?
Yes, you can! Latenode enables automated workflows. Trigger Instantly campaigns directly from BambooHR events, streamlining onboarding and boosting employee engagement effortlessly.
What types of tasks can I perform by integrating BambooHR with Instantly?
Integrating BambooHR with Instantly allows you to perform various tasks, including:
- Automatically adding new BambooHR hires to Instantly email campaigns.
- Updating Instantly contact information based on BambooHR profile changes.
- Triggering personalized email sequences for employees reaching milestones.
- Creating Instantly tasks when an employee's BambooHR status changes.
- Sending welcome emails via Instantly upon new hire onboarding in BambooHR.
HowsecureistheBambooHRintegrationwithInstantlyonLatenode?
Latenode employs robust security measures. Data is encrypted both in transit and at rest, ensuring your BambooHR and Instantly data remains protected during integration.
Are there any limitations to the BambooHR and Instantly integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Rate limits imposed by BambooHR and Instantly APIs may affect performance.
- Complex data transformations might require custom JavaScript coding.
- Real-time synchronization depends on the polling intervals set in Latenode.
