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BambooHR + Expensify Integrations

Appy Pie Connect allows you to automate multiple workflows between BambooHR and Expensify

About BambooHR

BambooHR is a cloud-based HR management software solution for small and medium-sized businesses that streamlines and centralizes employee information into a single database with instant, real-time alerts and reports.

About Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

Expensify Integrations

Best BambooHR and Expensify Integrations

  • BambooHR Slack

    BambooHR + Slack

    Send a Slack channel message for new BambooHR employees Read More...
    When this happens...
    BambooHR New Employee
     
    Then do this...
    Slack Send Channel Message
    Integrate BambooHR with Slack and automatically send notifications to a Slack channel when there are new employees added to BambooHR. This Appy Pie Connect integration will post new employees added in BambooHR to a Slack channel for your convenience - it’s the easiest way to make sure you never miss an addition again.
    How This BambooHR -Slack Integration Works
    • An employee is added to BambooHR
    • Appy Pie Connect posts a Slack channel message
    What You Need
    • BambooHR account
    • Slack account
  • BambooHR Trello

    BambooHR + Trello

    Create Trello cards for new BambooHR employees Read More...
    When this happens...
    BambooHR New Employee
     
    Then do this...
    Trello Create Card
    Reduce onboarding time, get more, done and take back your week. BambooHR with Trello can manage all aspects of employee workflow including onboarding, ongoing training, performance management, and internal communications. With this integration, you can add new employees as a card in Trello to keep everyone on the team informed of what stage they're at in the onboarding process.
    How This BambooHR -Trello Integration Works
    • A new employee is added to BambooHR
    • Appy Pie Connect creates a card in Trello
    What You Need
    • BambooHR account
    • Trello account
  • BambooHR Microsoft Exchange

    BambooHR + Microsoft Exchange

    Add new BambooHR contacts to Microsoft Exchange as contacts Read More...
    When this happens...
    BambooHR New Employee
     
    Then do this...
    Microsoft Exchange Create Contact
    Integrate BambooHR with Microsoft Exchange and make your business process more efficient. This connect flow allows you to seamlessly sync up your employees in Microsoft Exchange with your employees in BambooHR, without any coding. After setting this integration up, whenever you add a new BambooHR user, Appy pie Connect will automatically create a matching user in Microsoft Exchange.
    How This BambooHR - Microsoft Exchange Integration Works
    • An employee is added to BambooHR
    • Appy Pie Connect adds that contact to Microsoft Exchange
    What You Need
    • BambooHR account
    • Microsoft Exchange account
  • BambooHR Expensify

    Gmail + Expensify

    Create a new expense in Expensify from new Gmail emails [REQUIRED : Business Gmail Account] Read More...
    When this happens...
    BambooHR New Email
     
    Then do this...
    Expensify Create Expense Report

    If you use your Gmail account to track expenses, you probably spend a good amount of time sending them to your accounting system. Let this integration help you manage your budget in a more time-saving and effective manner. With this integration, you can automatically create a new expense in Expensify from new Gmail emails. That way, you won't have to manually transfer your team's expense data over to Expensify.

    How this integration works
    • A new email is received in Gmail inbox
    • Appy Pie Connect creates an expense in Expensify
    What You Need
    • A Gmail account
    • An Expensify account
  • BambooHR Expensify

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    BambooHR {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect BambooHR + Expensify in easier way

It's easy to connect BambooHR + Expensify without coding knowledge. Start creating your own business flow.

    Triggers
  • Changed Report

    Triggers when a company report changes. Works best with reports sorted by a date field in descending order.

  • Get Summary of Who is Out

    Get a summary of who's out of the office on a given date

  • New Employee

    Triggers when a new employee is created.

  • New Time Off

    Triggers when a new time off is found for the selected conditions. Limited to those employees and time off types that you have view access to.

  • New Time Off Request

    Triggers when a new time off request is created by an employee whose requests you're able to approve

    Actions
  • Create Employee

    Creates a new employee

  • Respond to Time Off Request

    Approve, deny, or cancel a time off request.

  • Update Employee

    Updates an existing employee

  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

How BambooHR & Expensify Integrations Work

  1. Step 1: Choose BambooHR as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate BambooHR with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Expensify as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Expensify with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of BambooHR and Expensify

In today's competitive marketplace, it is important for a company to compete not only in terms of price but also in terms of quality and service. Quality and service can be the determining factors that will help a company to dominate its competitors. Automation software is used to automate repetitive tasks but also to assist employees with other tasks, such as expense reporting. Expensify and BambooHR are two cloud-based automation software that have different approaches.BambooHR is an all-in-one HR management system that helps companies to manage their recruitment, performance reviews, payrolls, etc. Expensify is a cloud-based automation system that helps companies to simplify and streamline many recurring tasks, such as processing business expenses reports. Both BambooHR and Expensify have integration capabilities that allow them to be connected to various business applications. Integration simplifies and speeds up the process of data transfer between applications, which helps businesses to save time and resources.

    What is BambooHR?

BambooHR is a human resource management system that can help companies to manage their complete workforce by automating repetitive tasks such as employee onboarding, payrolls, performance reviews, etc. It is a cloud-based solution that means that it can be accessed from anywhere at any time. The system provides a wealth of useful tools and features for HR professionals and managers that make managing their businesses easier and more efficient. BambooHR provides an array of features that will satisfy the needs of even the most demanding users.BambooHR provides a wide range of tools for managing the entire employee lifecycle, from recruitment to onboarding to performance reviews. One of the main advantage of BambooHR is that it allows companies to track their activities in real time and keep employees updated with changes in their employment status. For example, BambooHR can automatically alert an employee about a promotion or termination decision. This approach demonstrates the employer's care for his employees and makes them more loyal to their employer.BambooHR consists of several key modules, each designed for different purposes. BambooHR Recruiting allows employers to post jobs on different job boards and to accept applications from potential candidates and invite them for interviews. BambooHR Performance Management is a module designed for managers who want to assess their team members' performance. Managers can select a particular employee, define goals for him/her and monitor progress. BambooHR Onboarding module is designed for new hires who will need guidance during their first days at work.BambooHR has numerous other modules that can help companies to manage all aspects of their business more efficiently. For example, BambooHR Compensation allows employers to review salaries of their employees and adjust them accordingly if necessary. Another feature is 360-degree feedback, which allows managers to create surveys for employees and get feedback from them.The main benefits of using BambooHR are listed below:

  • Complete HR Management System - BambooHR implements all necessary HR functions into one easy to use system, which means that companies can concentrate on developing their business instead of having to worry about the management of their workforce;
  • Easy Access From Anywhere - BambooHR can be accessed from anywhere at any time because it is provided via the Cloud;
  • Task Automation - BambooHR allows companies to automate repetitive tasks such as performance reviews or payrolls by allowing users to set parameters for these tasks;
  • Management Reports - BambooHR provides management reports that give insight into different aspects of an employer's business;
  • Time Saving - thanks to its multitude of useful features, BambooHR allows companies to save a lot of time on routine tasks;
  • Affordable Pricing - unlike many other similar services, BambooHR offers some useful features for free (such as unlimited time tracking), while its basic plan costs less than $10 per user per month;
  • Multi-User Capabilities - BambooHR allows multiple employees to access its features simultaneously via a single account;
  • Extensive Reporting Capabilities - BambooHR provides detailed reports about different aspects of business operations;
  • In-Depth Analysis - thanks to its useful reports, analysis tools and numerous charts, graphs and tables, BambooHR facilitates analysis of information about various aspects of a company's business;
  • Wide Range of Useful Tools - BambooHR offers numerous useful tools for HR professionals and managers;
  • 24/7 Support - users can rely on round-the-clock support in case they encounter any issues or problems with the system;
  • Scalability - since it is provided via the Cloud, BambooHR can be easily expanded by adding more modules or users;
  • User-Friendly Interface - unlike many other similar systems, BambooHR has a user-friendly interface;
  • Free Trial Period - BambooHR offers a 30-day trial period for users who want to test its features before purchasing it.

    What is Expensify?

Expensify is a cloud-based automation software that helps hundreds of thousands of business owners simplify and streamline many tedious tasks, such as expense reporting or time tracking. Users can connect Expensify with popular accounting software such as QuickBooks or Freshbooks in order to eliminate double entry and speed up the process of expense reporting. Also, users can access Expensify via mobile devices such as smartphones or tablets.Expensify is compatible with virtually every accounting software out there, including QuickBooks Online (QBO), FreshBooks (FB), GnuCash, Xero (XE), AccountEdge (AX), NetSuite (NS), Sage Intacct (SG), MYOB (MYO), Zoho Books (ZB), Wave Accounting (WV), FreshBooks (FR), Invoice2go (IN), NetSuite (IS), Sage 50c Invoice (SA), FreshBooks Payments (FP), Shopify (SHOP), YNAB (YNAB), BillQuick Pro (BQP), Xero (XO), Xero (XR), Sage One (SO), KashFlow (KF), AccountingEdge Pro (AEPro), Pocket Sage (PSG), Peachtree (PT), AccountEdge Basic (AAB), Scribe Online (SCRIBE), Coda Payments (CODA), iSoftStone Invoice (ISI), Wave Accounting Lite (WA), HCM ProPayroll (HMP), Sage Accounts v8 (SAV8.It is worth noting that Expensify does not store any sensitive information about its users. all financial data sent by users is stored exclusively by their accountant's software. In this regard, Expensify provides an extra layer of security between users and their accountant's software. Users can access Expensify either via a web browser or via mobile apps available both for iOS devices such as iPhone or iPad as well as Android devices such as Google Nexus 5 or Samsung Galaxy S6 Edge Plus . The app has been designed so that it requires minimum effort from users. all they have to do is scan their receipts with their smartphone camera or enter some basic information about their purchases in order to track expenses or time spent on certain activities.

Expensify has received numerous awards for its outstanding achievements, including The Wall Street Journal Technology Innovation Award , Inc. Magazine Best Place To Work Award , CNBC Top 10 Mobile Apps 2014 , Mashable Top 15 Startups , etc. Its unique approach has helped it gain market share among similar services, while providing competitive pricing made it extremely popular among small businesses .

The process to integrate BambooHR and Expensify may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick solution to help you automate your workflows. Click on the button below to begin.