This article describes the actions available when you connect Sage HR to HappyFox Workflows, and lists the HR operations you can automate with this integration.
Triggers
The Sage HR integration does not provide triggers. Workflows that include Sage HR actions are started by a HappyFox Help Desk trigger or another connected app.
Actions
Sage HR actions let you create, update, and retrieve employee records, and submit leave requests directly from a workflow step.
| Action | What it does |
|---|---|
| Create Employee | Creates a new employee record in Sage HR. |
| Update Employee | Updates the fields of an existing Sage HR employee record, such as their department, job title, or manager. |
| Get Employee | Retrieves profile information for a specified Sage HR employee for use in subsequent workflow steps. |
| Create Leave Request | Submits a new leave request in Sage HR on behalf of an employee. |
Use cases
Create a Sage HR employee record from an onboarding ticket: When an IT or HR onboarding ticket is created in HappyFox Help Desk, automatically create the new employee's record in Sage HR using the details captured in the ticket — eliminating the manual re-entry of information already collected during the support interaction.
Update an employee record when a role change ticket is resolved: When a ticket requesting an internal role change, promotion, or department transfer is resolved in HappyFox Help Desk, automatically update the employee's Sage HR record with their new job title, department, or manager — keeping the HRIS current at the point of approval without a separate manual update.
Retrieve employee details to enrich an HR support ticket: When an HR-related ticket is created in HappyFox Help Desk, use Get Employee to retrieve the employee's current profile from Sage HR — such as their department, line manager, and employment type — and add it as a private note on the ticket, giving the HR agent full context before responding.
Submit a leave request from an HR ticket: When an HR agent processes a leave request submitted through HappyFox Help Desk, automatically create the corresponding leave request in Sage HR using the dates and leave type captured in the ticket — removing the manual step of re-entering the request in two systems.
Keep Sage HR aligned with offboarding ticket outcomes: When an offboarding ticket is resolved in HappyFox Help Desk, use Update Employee to update the employee's record in Sage HR — for example, changing their employment status or end date — ensuring the HRIS reflects the offboarding outcome without a separate manual update cycle.