This article describes the triggers and actions available when you connect BambooHR to HappyFox Workflows, and lists the HR operations you can automate with this integration.
Applicable Plans: ✔️ Basic ✔️ Team ✔️ Pro ✔️ Enterprise
Triggers
BambooHR triggers allow HappyFox Workflows to start automatically when employee lifecycle events occur in BambooHR. Use these triggers to connect HR events to support and IT processes without manual handoff.
| Trigger | When it fires |
|---|---|
| New Employee Started | Fires on the employee's start date when their status becomes active in BambooHR, not when the record is first created. |
| New Time Off Request Created | An employee submits a new time off request in BambooHR. |
| Time Off Request Status Update | The status of an existing time off request changes in BambooHR — for example, from pending to approved or declined. |
Actions
BambooHR actions let you create, update, and retrieve employee records and leave requests directly from a workflow step.
| Action | What it does |
|---|---|
| Get Employee Details | Retrieves an employee's profile information from BambooHR for use in subsequent workflow steps. |
| Add a time off request | Submits a new time off request in BambooHR on behalf of an employee. |
| Create Employee | Creates a new employee record in BambooHR. |
| Update Employee | Updates the fields of an existing employee record in BambooHR. |
Use cases
Automated IT onboarding ticket on new hire: When the New Employee Started trigger fires in BambooHR, automatically create an onboarding ticket in HappyFox Help Desk with the new employee's name, department, and start date — so IT has a trackable task to provision accounts and equipment without waiting for an email from HR.
Leave request approval notification to a manager: When a time off request is submitted in BambooHR, create a HappyFox Help Desk ticket or send a notification to the relevant manager — so approvals are tracked and actioned through a consistent process rather than handled informally.
Leave approval or decline confirmation to employee: When the status of a time off request changes in BambooHR — from pending to approved or declined — automatically add a reply or private note to the linked HappyFox ticket, keeping the employee's request record up to date without manual follow-up.
Employee record update triggering an IT review ticket: When an employee's department, role, or manager changes in BambooHR, automatically create a HappyFox Help Desk ticket to prompt the IT team to review and update the employee's system access and group memberships — reducing the risk of orphaned permissions after internal moves.
New hire record creation from an HR ticket: When an HR agent completes an onboarding intake ticket in HappyFox Help Desk, automatically create the new employee record in BambooHR using the details captured in the ticket — eliminating the manual re-entry of information already collected during the support interaction.
Offboarding ticket creation on employee departure: When an employee record is updated in BambooHR to reflect a departure date or status change, automatically create an offboarding ticket in HappyFox Help Desk — giving IT and HR a single trackable item to manage access revocation, equipment return, and exit formalities.