BambooHR + Sage Intacct

Create contacts in Sage Intacct when new employees start in BambooHR

Simplify your onboarding process with this workflow. As soon as a new employee starts at your company in BambooHR, their contact details are instantly added to Sage Intacct. This efficient process allows you to focus on integrating new team members, eschewing manual data entry. Enjoy a streamlined system that helps get your new hires on board quicker and more effectively.

When this happens...
New Employee Started
Triggers on a new employee's start date.
TriggerPolling
automatically do this!
Create Contact
Triggers when a new contact is created.
ActionWrite

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Supported triggers and actions

New Employee Started
Triggers on a new employee's start date.
Trigger
Polling
Try It
- Report NumberRequired
- Field
Trigger
Polling
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- Action
- Employee Id
- 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 IDRequired
- DateRequired
- Start TimeRequired
- End TimeRequired
- Note
- Project ID
- Task ID
Action
Write

- Start Date
- End Date
- Include
Action
Write
- EmployeeRequired
- Supervisor Email
- First Name
- Last Name
- Date Of Birth
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Hire Date
- Termination Date
- Work Email
- Department
- Job Title
- Location
- Division
- Employment History Status
- Home Phone
- Home Email
Action
Write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Help Text
- Search ByRequired
- Search ValueRequired
- Supervisor Email
- First NameRequired
- Last NameRequired
- Date Of Birth
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Hire Date
- Termination Date
- Work Email
- Department
- Job Title
- Location
- Division
- Employment History Status
- Home Phone
- Home Email
Action
Search or write
- State
Trigger
Polling
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- Status
Trigger
Polling
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- Contact NameRequired
- Print AsRequired
- Last Name
- First Name
- Middle Name
- Prefix
- Company Name
- Taxable
- Tax ID
- Contact Tax Group Name
- Active
- Primary Phone Number
- Secondary Phone Number
- Cellular Phone Number
- Pager Number
- Fax Number
- Primary Email Address
- Secondary Email Address
- Primary URL
- Secondary URL
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
Action
Write
- Invoice Number
- Reference Number
- Customer IDRequired
- Due Date
- Payment Term
- Create Draft
- GL Account Number
- AR Account Label
- Offset GL Account Number
- Transaction AmountRequired
- Location ID
- Allocation ID
- Customer ID
- Class ID
- Contract ID
- Department ID
- Employee ID
- Vendor ID
- Warehouse ID
- Project ID
- Item ID
- Memo
- Rev Rec Template ID
- Deferred Revenue GL Account Number
- Rev Rec End Date
- Rev Rec Start Date
- Total Due
- Total Paid
- External ID
- Description
- Bill To Contact
- Ship To Contact
- Summary Record No
- Attachments ID
- Base Currency Code
- Transaction Currency Code
- Exchange Rate Date
- Exchange Rate Type
- Exchange Rate Value
- Transaction Date
- GL Posting Date
- Post to GL?
Action
Write
Find Customer
Finds a customer based on search criteria.
Action
Search
Find Vendor
Finds a vendor based on a search criteria.
Action
Search

New Employee
Triggers when a new employee is created.
Trigger
Polling
Try It
- Additional fields to include in the output
Trigger
Instant
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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
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New Updated Employee (Include Custom Fields Changes)
Triggers when an employee is updated (include custom fields changes).
Trigger
Polling
Try It
- Supervisor Email
- First NameRequired
- Last NameRequired
- Date Of Birth
- Address 1
- Address 2
- City
- State
- Zip Code
- Country
- Hire Date
- Termination Date
- Work Email
- Department
- Job Title
- Location
- Division
- Employment History Status
- Home Phone
- Home Email
Action
Write
- RequestRequired
- StatusRequired
- Note
Action
Write
- File Name
- EmployeeRequired
- Share This File with EmployeeRequired
- FileRequired
Action
Write
- Help Text
- Search ByRequired
- Search ValueRequired
Action
Search
- Status
Trigger
Polling
Try It
New Payment Received (Accounts Receivable)
Triggers when a new AR payment is added.
Trigger
Polling
Try It
- Vendor IDRequired
- Bill Number
- Transaction DateRequired
- Due DateRequired
- Payment Term
- Reference Number
- GL Posting Date
- Transaction Currency
- Base Currency
- Exchange Rate Type
- Exchange Rate Date
- Exchange Rate Value
- Attachments ID
- GL Account NumberRequired
- Transaction AmountRequired
- Description
- Department ID
- Location ID
- Project ID
- Customer ID
- Item ID
- Contract ID
Action
Write
- Customer NameRequired
- Active
- One Time Use
- First Name
- Middle Name
- Last Name
- Primary Contact Name
- Primary Phone Number
- Mobile Phone Number
- Pager
- Fax
- Primary Email Address
- Secondary Email Address
- URL
- Currency
- Address Line 1
- Address Line 2
- City
- State/Province
- ZIP/Postal Code
- Country
- Print As
- Exclude from the company contact list
Action
Write
Find Bill
Finds a bill based on a search criteria.
Action
Search
Find Invoice
Finds a invoice based on a search criteria.
Action
Search

About BambooHR

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

Learn more

Related categories

HR Talent & Recruitment

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About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

Accounting

Related Zap Templates

Create Sage Intacct contacts when new employees start in BambooHR

Create contacts in Sage Intacct from new employees started in BambooHR

BambooHR + Sage Intacct

Create contacts in Sage Intacct when new employees start in BambooHR

New Employee Started

Changed Report

New Time Off

Updated Employee

Add Timesheet Clock Entries

Get Summary of Who's Out

Update Employee

API Request (Beta)

Find or Create Employee

New Invoice

New Vendor

Create Contact

Create Invoice

Find Customer

Find Vendor

New Employee

Terminated Employee

New Time Off Request

New Updated Employee (Include Custom Fields Changes)

Create Employee

Respond to Time Off Request

Upload Employee File

Find Employee

New Contact

New Payment Received (Accounts Receivable)

Create Bill

Create Customer

Find Bill

Find Invoice

About BambooHR

Related categories

Similar apps

Workable

Breezy HR

Zoho Recruit

About Sage Intacct

Related categories

Related Zap Templates

Related Zap Templates