BambooHR integration with Lineup
How to Create Lineup profiles for new BambooHR employees
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Lineup profiles for new BambooHR employees" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Lineup integrations
Lineup actions
Nekton can use any feature that is available in Lineup API.
Using our advanced AI, you can easily create custom automations for Lineup.
Here are some typical actions you can do in your automated workflows.
Update Person Custom Field
Update the value for a custom field for a selected person.
Find Person
Find a person using their email or external system id
Create Person
Creates a new Person
Update Person Status
Updates a profile status (i.e. Potential, Active, Archived).
New Lineup Form Completed
Triggers when a new Lineup Form is completed.
Team Invitation Declined
Triggers when someone declines a Team Invitation.
About Lineup
Lineup is an online solution designed to automate and streamline the volunteer management process by creating filterable and actionable talent profiles.