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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Employee Started" from BambooHR.

Add your action

An action happens after the trigger—such as "Create Contact Payment" in Sage Accounting.

You’re connected!

Zapier seamlessly connects BambooHR and Sage Accounting, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Employee Started
Triggers on a new employee's start date.
Trigger
Polling
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- Report_number
  Required
- Field
Trigger
Polling
Try It
- Action
- EmployeeId
- Start
- End
- Status
Trigger
Polling
Try It
- Which field(s) should trigger this Zap?
  Required
- Which fields should be included in the output of this step?
  Required
Trigger
Instant
Try It
- Employee ID
  Required
- Date
  Required
- Start Time
  Required
- End Time
  Required
- Note
- Project ID
- Task ID
Action
Write

- Start Date
- End Date
- Include
Action
Write
- Employee
  Required
- SupervisorEmail
- FirstName
- LastName
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- HelpText
- Search By
  Required
- Search Value
  Required
- SupervisorEmail
- FirstName
  Required
- LastName
  Required
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Search or write
New Purchase Invoice
Triggers when a new purchase invoice is created.
Trigger
Polling
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Updated Contact
Triggers when an existing contact is updated.
Trigger
Polling
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New Sales Invoice
Triggers when a new sales invoice is created.
Trigger
Polling
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New Service
Triggers when a new service is created.
Trigger
Polling
Try It
Updated Contact Payment
Triggers when an existing contact payment is updated.
Trigger
Polling
Try It
Updated Purchase Invoice
Triggers when an existing purchase invoice is updated.
Trigger
Polling
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Updated Sales Quote
Triggers when a sales Quote is updated.
Trigger
Polling
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Updated Stock Item
Triggers when a stock item is updated.
Trigger
Polling
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- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Create Purchase Invoice
Creates a new purchase invoice.
Action
Write
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Write
- Date
  Required
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
Update Purchase Invoice
Triggers when an existing purchase invoice is updated.
Action
Write
- Date
- Quote_number_prefix
- Quote_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Enter the Nominal Code or Ledger Account Diplay Name to return the Ledger Account ID
  Required
Action
Search
- Invoice Reference
  Required
Action
Search
- Product Code or Description
  Required
Action
Search
- Quote Number or Reference
  Required
Action
Search
- Name
  Required
Action
Search
- Invoice Reference
  Required
Action
Search or write
- Product Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write
- Quote Number or Reference
  Required
Action
Search or write
- Name
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

New Employee
Triggers when a new employee is created.
Trigger
Polling
Try It
- Additional fields to include in the output
Trigger
Instant
Try It
New Time Off Request
Triggers when a new time off request is created by an employee whose requests you're able to approve.
Trigger
Polling
Try It
New Updated Employee (Include Custom Fields Changes)
Triggers when an employee is updated (include custom fields changes).
Trigger
Polling
Try It
- SupervisorEmail
- FirstName
  Required
- LastName
  Required
- DateOfBirth
- Address1
- Address2
- City
- State
- Zip Code
- Country
- HireDate
- TerminationDate
- WorkEmail
- Department
- JobTitle
- Location
- Division
- EmploymentHistoryStatus
- HomePhone
- HomeEmail
Action
Write
- Request
  Required
- Status
  Required
- Note
Action
Write
- File Name
- Employee
  Required
- Share This File with Employee
  Required
- File
  Required
Action
Write
- HelpText
- Search By
  Required
- Search Value
  Required
Action
Search
New Contact Payment
Triggers when a new contact payment is created.
Trigger
Polling
Try It
New Customer
Triggers when a new customer is created.
Trigger
Polling
Try It
New Product
Triggers when a new product is created.
Trigger
Polling
Try It
New Sales Quote
Triggers when a new sales Quote is created.
Trigger
Polling
Try It
New Stock Item
Triggers when a new stock item is created.
Trigger
Polling
Try It
Updated Product
Triggers when a product is updated.
Trigger
Polling
Try It
Updated Sales Invoice
Triggers when a sales invoice is updated.
Trigger
Polling
Try It
Updated Service
Triggers when a service is updated.
Trigger
Polling
Try It
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Payment Reference
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Write
- Business Name
  Required
- Notes
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
Create Sales Quote
Creates a new sales Quote.
Action
Write
- Description
  Required
- Item_code
- Notes
- Active
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Date
- Invoice_number_prefix
- Invoice_number
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Write
- Description
- Item_code
- Notes
- Active
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
Action
Search
- Business Name or Reference to search for the Contact GUID
  Required
Action
Search
- Invoice Number or Reference
  Required
Action
Search
- Service Code or Description
  Required
Action
Search
- Filter by Contact Name or Reference
- Filter by Updated or Created Since the Given Date
- Filter by From Date
- Filter by To Date
- Contact Name
  Required
- Contact Reference
  Required
- Payment Reference
  Required
- Payment Date
  Required
- Total Payment Amount
  Required
Action
Search or write
- Business Name or Reference to search for the Contact GUID
  Required
- Business Name
  Required
- Reference
- Notes
- Credit Limit
- Credit Term Days
Action
Search or write
- Invoice Number or Reference
  Required
- Date
  Required
- Invoice_number_prefix
- Reference
- Notes
- Terms_and_conditions
- Sent
Action
Search or write
- Service Code or Description
  Required
- Description
  Required
- Item_code
- Notes
- Active
Action
Search or write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect BambooHR and Sage Accounting to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate BambooHR on the Zapier blog

Make work flow with AI

Level up your BambooHR to Sage Accounting integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about BambooHR + Sage Accounting integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with BambooHR and Sage Accounting

What is required to integrate BambooHR with Sage Accounting?

To integrate BambooHR with Sage Accounting, you need access to both platforms and valid API credentials. You'll also need to configure triggers and actions that match your business requirements.

How can I update employee information from BambooHR to Sage Accounting automatically?

You can set up a trigger in BambooHR that detects changes in employee data and an action in Sage Accounting to update records accordingly. This can be configured using custom fields mapping.

Can I sync timesheets between BambooHR and Sage Accounting?

Yes, you can sync timesheets by using a scheduled trigger from BambooHR that captures timesheet entries and pushes them as pay runs or entries in Sage Accounting.

Is it possible to generate invoices in Sage Accounting based on BambooHR data?

By setting up an appropriate trigger for specific events or approvals within BambooHR, you can automate the creation of invoices in Sage Accounting, reflecting the details captured.

How do we handle errors during data synchronization between the two systems?

Error handling should be configured through detailed logs and notifications for failed triggers or actions. We recommend setting up alerts so that any issues are promptly addressed.

Are there any predefined templates for integrating these systems?

While there are no one-size-fits-all templates, you can use existing triggers and actions frameworks as a starting point and customize them according to your specific needs.

What types of data can be transferred from BambooHR to Sage Accounting?

Typically, employee records, payroll details, and time-off information can be transferred. The specific data types will depend on the configurations of your triggers and actions.

About BambooHR

BambooHR is an online human resources software service for small and midsized businesses.

Learn moreLearn moreHelpHelp

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About Sage Accounting

Award winning accounting from the leader in financial accounting software. Manage invoicing, cash flow, tax, payments and more from any device through the cloud.

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Connect BambooHR and Sage Accounting to unlock the power of automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect BambooHR and Sage Accounting to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate BambooHR on the Zapier blog

4 ways to automate BambooHR with Zapier

Make work flow with AI

Frequently Asked Questions about BambooHR + Sage Accounting integrations

Connect BambooHR to Sage Accounting on the world's largest no-code automation platform