Connect BambooHR and PandaDoc integrations
Connect BambooHR and PandaDoc with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like BambooHR and PandaDoc to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Watches for added employees.
Watches for newly created job summaries.
Watches for newly created time off requests which can be approved by you.
Watches for newly created time offs for the specified time boundaries.
Watches for newly updated employees.
Creates a new contact.
Creates a new document.
Deletes a contact.
Deletes a document.
Downloads a document in PDF format.
Gets the details of a contact.
Gets the details of a document.
Performs an arbitrary authorized API call.
Updates an existing contact.
Retrieves a list of all contacts.
Searches for documents by given parameters.
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Build your BambooHR and PandaDoc integrations.
Create custom BambooHR and PandaDoc workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Changes the status of a time-off request in the system. You can use this to approve, deny, or cancel a time-off request.
Creates a new contact.
Creates a new document.
Adds a new employee.
Deletes a contact.
Deletes a document.
Deletes a specified employee file.
Downloads a document in PDF format.
Returns a specified employee file.
Popular BambooHR and PandaDoc workflows.
Looking to get more out of BambooHR and PandaDoc? With Make you can visually integrate BambooHR and PandaDoc into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create PandaDoc documents from custom webhook data
Automatically generate PandaDoc documents from custom webhook data, streamlining document creation by integrating CustomWebHook with PandaDoc's document generation capabilities.
TRY IT ->Complete a Typeform with leaving employee's details to update the record in BambooHR
Accurately complete a Typeform for departing staff members, ensuring their information is up-to-date in BambooHR - simplifying HR management and record-keeping processes.
TRY IT ->Automatically start the onboarding process once a field is ticked in Airtable
This template is the third part of this [template](https://www.Make.com/en/integration/8780-invite-a-suitable-candidate-to-an-interview-or-send-them-a-rejection-email-automatically) and uses the same [Airtable Base](https://airtable.com/shreyrZhKjcNhvBAu/tblnSFapeaV6Jq9vg/viwEnqdCbaeEob0ZS?blocks=hide). This automation watches the 'Signed contract received' field. If ticked, the onboarding process starts by creating an employee in BambooHR, creating an IT service ticket in Freshdesk to request resources and login credentials and emails a Calendly link for the employee to book a timeslot for an induction/training.
TRY IT ->Capture employee time-off requests from BambooHR on a Google Sheet and send Slack notifications
Keep track of every time-off request from employees by adding them to a Google Sheet to keep it in a central place. Also send your team or assigned person a Slack notification whenever a new request is received.
TRY IT ->Send an offer letter to a candidate or a rejection mail automatically
This template uses this [Airtable base](https://airtable.com/shreyrZhKjcNhvBAu/tblnSFapeaV6Jq9vg/viwEnqdCbaeEob0ZS?blocks=hide) and is the second part of this [template](https://www.Make.com/en/integration/8780-invite-a-suitable-candidate-to-an-interview-or-send-them-a-rejection-email-automatically). If 'accepted' is selected as the Final status in the base, a contract is sent to the candidate, if rejected, an email is sent and the candidate is added to a Mailchimp list.
TRY IT ->Send a proposal via PandaDoc from a Manual Trigger in noCRM.io
Every time a manual lead trigger is received from noCRM.io, a new proposal will be instantly sent to the lead via PandaDoc.
TRY IT ->Send a PandaDoc offer letter or rejection Email (+add applicant to Mailchimp) from an updated Airtable record
The template works with the following [Airtable base](https://airtable.com/shruEPIPJZVXf2tAY). The scenario is triggered when the 'Final status' field is updated. To achieve that, we created the 'Last modified 2' field of type 'Last modified time' and chose to watch updates in the 'Final status' field only. Use this template to automatically send a PandaDoc offer letter to accepted job applicants and an Email message to rejected applicants (and add them to Mailchimp as subscribers).
TRY IT ->Create EZOfficeInventory users from new BambooHR employees
Every time a new employee is created in BambooHR, Make will automatically add that employee to EZOfficeInventory as a new user.
TRY IT ->Create Amazon SES contacts for new BambooHR employees
Make will watch your BambooHR employees at regular intervals and create Amazon SES contacts.
TRY IT ->
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