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Automate employee document workflows by connecting BambooHR to pdfFiller. On Latenode, use a visual editor to customize HR processes with JavaScript, ensuring precise, scalable document generation and management. Pay only for execution time.
Connect BambooHR and pdfFiller in minutes with Latenode.
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Create a New Scenario to Connect BambooHR and pdfFiller
In the workspace, click the βCreate New Scenarioβ button.
Add the First Step
Add the first node β 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 pdfFiller will be your first step. To do this, click "Choose an app," find BambooHR or pdfFiller, 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 pdfFiller Node
Next, click the plus (+) icon on the BambooHR node, select pdfFiller from the list of available apps, and choose the action you need from the list of nodes within pdfFiller.
BambooHR
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pdfFiller
Authenticate pdfFiller
Now, click the pdfFiller node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your pdfFiller settings. Authentication allows you to use pdfFiller through Latenode.
Configure the BambooHR and pdfFiller 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 pdfFiller Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
β
AI Anthropic Claude 3
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pdfFiller
Trigger on Webhook
β
BambooHR
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β
Iterator
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Webhook response
Save and Activate the Scenario
After configuring BambooHR, pdfFiller, and any additional nodes, donβt 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 βRun onceβ and triggering an event to check if the BambooHR and pdfFiller integration works as expected. Depending on your setup, data should flow between BambooHR and pdfFiller (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
BambooHR + pdfFiller + Slack: When an employee's data is updated in BambooHR, find their corresponding form in pdfFiller using their employee ID and update the form with the new information. Then, send a notification to a designated HR channel in Slack to inform them of the update.
pdfFiller + BambooHR + Google Drive: When a new filled employee form is received in pdfFiller, archive it to a specific folder in Google Drive. Then, update the employee's record in BambooHR to reflect that the form has been received and archived, including a link to the archived form in Google Drive.
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 pdfFiller
Automate PDF workflows with pdfFiller in Latenode. Fill, sign, and edit PDFs automatically as part of larger processes. Need to pre-fill contracts from a database, route signed documents to storage, or update records based on PDF content? Integrate pdfFiller into Latenode for scalable, no-code automation without per-step fees, and add custom logic if needed.
Related categories
How can I connect my BambooHR account to pdfFiller using Latenode?
To connect your BambooHR account to pdfFiller on Latenode, follow these steps:
Can I automate employee onboarding paperwork using BambooHR and pdfFiller?
Yes, automatically generate and send personalized contracts upon new hire in BambooHR. Latenode's AI blocks summarize data, ensuring relevant info is in each document.
What types of tasks can I perform by integrating BambooHR with pdfFiller?
Integrating BambooHR with pdfFiller allows you to perform various tasks, including:
What BambooHR events trigger workflows in Latenode?
Latenode workflows can trigger on events like new hires, terminations, and changes in employee information; use webhooks for real-time automation.
Are there any limitations to the BambooHR and pdfFiller integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: