BambooHR
ClickUp
Freshservice

BambooHR + ClickUp + Freshservice integrations

Automate employee onboarding, IT ticket creation, task management, offboarding updates, and long-term leave tracking across BambooHR, ClickUp, and Freshservice.

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Use premium features free for 14 daysUse premium features free for 14 days.
Popular automation
Trigger
New employee is created in BambooHR
in BambooHR
Instant
Actions
Create requester in Freshservice
in Freshservice
Create task in ClickUp
in ClickUp

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1500+
App Integrations
20 Million+
Ready Automations
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Customers Worldwide
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Ready Workflows Ready Workflows   for BambooHR + ClickUp + Freshservice integration

Provision IT accounts, set up project tasks, handle offboarding, and update employee records, all in just one click.

Create a Freshservice requester and a ClickUp onboarding task when a new employee is added in BambooHR

New employee is created in BambooHR→Create requester in Freshservice→Create task in ClickUp
Automatically set up IT profiles and project checklists whenever HR adds a new employee in BambooHR.
When a new hire joins your company, manual data entry between HR and IT slows down their first day. This workflow instantly provisions their Freshservice service desk profile and creates their onboarding task list in ClickUp. It saves your operations team time and ensures no new hire misses their setup items.
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Generate an IT setup ticket in Freshservice and onboarding tasks in ClickUp for new BambooHR hires

New employee is created in BambooHR→Create ticket in Freshservice→Create task in ClickUp
Trigger hardware requisition tickets and team orientation tasks the moment a new employee record appears in BambooHR.
Getting equipment and workspace access ready for a new team member requires coordination between HR and IT. This automation opens a hardware or software setup ticket in Freshservice and populates team orientation tasks in ClickUp right after HR creates the employee record. It keeps your support and operations teams aligned from day one.
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Create engineering hardware tickets in Freshservice and load templates in ClickUp for new engineering hires

New employee is created in BambooHR→Continue only if employee department is Engineering→Create ticket in Freshservice→Create task from template in ClickUp
Filter new BambooHR hires by department to generate tailored engineering tickets and project templates.
Technical roles need specialized developer hardware and specific engineering onboarding steps. This workflow checks if the new hire's department is Engineering before raising a Freshservice support ticket and applying a specialized template in ClickUp. It automates technical provisioning without manual sorting.
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Use AI to generate tailored IT provisioning tickets and ClickUp ramp-up tasks based on new hire details

New employee is created in BambooHR→Generate role-specific IT provisioning checklist and onboarding tasks based on employee title and department→Create ticket in Freshservice→Create task in ClickUp
Parse new hire titles with AI to draft custom IT equipment requests and tailored ramp-up milestones.
Every role requires a slightly different hardware and software setup. This automation reads the new employee's title and department in BambooHR, generates a custom provisioning plan, creates the corresponding ticket in Freshservice, and adds the tailored ramp-up milestones to ClickUp.
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Provision service desk accounts, generate project milestones, and post a Slack welcome when someone joins BambooHR

New employee is created in BambooHR→Create requester in Freshservice→Create task in ClickUp→Post new hire welcome announcement to company announcements channel
Coordinate IT account creation, project task generation, and team welcome announcements for new hires.
Welcoming a new team member involves more than just HR paperwork. This setup creates their service desk account in Freshservice, generates onboarding milestones in ClickUp, and posts a welcome message in Slack as soon as they are added to BambooHR. It delivers a complete digital onboarding experience.
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Create coverage tasks in ClickUp and IT delegation tickets in Freshservice when an employee takes extended leave

New time off request is received in BambooHR→Continue only if requested time off duration is greater than or equal to 10 days→Create task in ClickUp→Create ticket in Freshservice
Automate project coverage tasks and security access tickets when extended time off is requested.
Long-term sabbaticals and extended leaves require careful project delegation and temporary IT access adjustments. When an employee requests ten or more days off in BambooHR, this workflow creates coverage tasks in ClickUp and opens temporary access tickets in Freshservice to keep operations running smoothly.
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Create ClickUp compliance review tasks and Freshservice license audit tickets when headcount reports change

Report is changed in BambooHR→Create task in ClickUp→Create ticket in Freshservice
Trigger software license audits and compliance review tasks whenever employee headcount reports update.
Tracking headcount changes helps your internal audit and IT asset teams manage software spend and security permissions. This automation detects updates to core employee reports in BambooHR, creates a review task in ClickUp, and opens a license audit ticket in Freshservice.
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Update employee status in BambooHR and create asset collection tasks in ClickUp upon offboarding ticket creation

Ticket is created in Freshservice→Continue only if ticket category is Employee Offboarding→Update employee in BambooHR→Create task in ClickUp
Coordinate employee termination records and hardware return tasks when an IT offboarding ticket opens.
Handling employee departures requires synchronized updates across HR records and IT operations. When an offboarding ticket is submitted in Freshservice, this workflow updates the employee's status in BambooHR and generates hardware collection tasks in ClickUp to ensure company assets are recovered.
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Update BambooHR asset logs and close operational tasks when equipment retrieval tickets are resolved in Freshservice

Ticket is updated in Freshservice→Continue only if ticket status is Resolved and category is Asset Return→Update employee in BambooHR→Create task in ClickUp
Mark asset returns complete in HR records and close clearance tasks when IT resolves equipment tickets.
When returned company equipment is checked back in through Freshservice, your HR asset logs and offboarding checklists should reflect the update immediately. This automation marks the asset returned in BambooHR and closes out the corresponding retrieval tasks in ClickUp.
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Update BambooHR employee records when requester details are updated in Freshservice

Requester is updated in Freshservice→Update employee in BambooHR→Create task in ClickUp
Sync updated contact and profile details from support requester updates back into your HR master records.
Keeping employee contact details consistent across support desks and HR tools prevents communication gaps. When an IT requester profile is modified in Freshservice, this automation updates the corresponding employee record in BambooHR and logs an audit task in ClickUp.
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Steps to connect BambooHR, ClickUp and Freshservice

  1. Log in to Integrately
  2. Search and select BambooHR and ClickUp
  3. Pick a ready 1-click automation or select the desired trigger-action pair
  4. Securely connect your BambooHR & ClickUp accounts
  5. Add Freshservice in the next steps of your workflow
  6. Map the fields across all three apps
  7. Test it, then switch it on Done

How the data usually flows between BambooHR, ClickUp and Freshservice

See how employee records trigger support requests and project tasks seamlessly across your stack.

BambooHR
BambooHR
The moment HR adds a new employee, updates a record, or processes a leave request, the workflow starts automatically.
The Trigger
Freshservice
Freshservice
Support profiles, hardware requisitions, or access tickets are generated in your helpdesk without manual intervention.
The Processing
ClickUp
ClickUp
Onboarding checklists, department templates, and review milestones appear in your project management space.
The Organisation
BambooHR
BambooHR
Your team can begin working right away with all onboarding tasks, IT credentials, and HR files correctly aligned.
The Next Step
ai-icon
Fully Automated
Once set up, your data moves seamlessly
between BambooHR, ClickUp and Freshservice.
BambooHR
ClickUp
Freshservice
One continuous flow, Zero extra effort.

Supported triggers and actions

A trigger is what starts the automation. An action is what it does next. Mix any of these across the three apps.

BambooHR
BambooHR Triggers & Actions
Candidate is created in BambooHR
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New employee is created in BambooHR
Triggers the automation when a new employee is added
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New time off request is received in BambooHR
Triggers the automation when a new time off request is received
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Holiday is taken by employee in BambooHR
Triggers the automation when an employee takes a holiday
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Report is changed in BambooHR
Triggers the automation when a report is changed
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Create candiadate in BambooHR
Adds a new candidate to the system
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Create Employee in BambooHR
Adds a new contact to the contact list
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Update employee in BambooHR
Updates employee information in real-time
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Respond to time off request in BambooHR
Responds to a time off request
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Get candidate by ID in BambooHR
Try it →
ClickUp
ClickUp Triggers & Actions
Instant
Goal is created in ClickUp
Triggers the automation when a new goal is created
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Instant
Goal is updated in ClickUp
Triggers the automation when a goal is updated
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Instant
Goal is deleted in ClickUp
Triggers the automation when a goal is deleted
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Instant
Target is created in ClickUp
Triggers the automation when a new target is created
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Instant
Target is updated in ClickUp
Triggers the automation when a target is updated
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Instant
Target is deleted in ClickUp
Triggers the automation when a target is deleted
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Task is created in ClickUp
Triggers the automation when task is created
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New message is posted on channel in ClickUp
Triggers the automation when a new message is posted on a channel
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Instant
Task status is updated in ClickUp
Triggers the automation when the status of a task is changed
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Instant
Task comment is posted in ClickUp
Triggers the automation when a task comment is posted
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Instant
Task is moved in ClickUp
Triggers the automation when a task is moved with
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Instant
Task priority is updated in ClickUp
Triggers the automation when the priority level of a task is changed
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Instant
Task assignee is updated in ClickUp
Triggers the automation when a task assignee is changed
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Instant
Task due date is updated in ClickUp
Triggers the automation when a task due date is updated
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Instant
Task is deleted in ClickUp
Triggers the automation when a task is deleted
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Instant
Subtask is created in ClickUp
Triggers the automation when a subtask is created
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Instant
Task time tracked is Updated in ClickUp
Triggers the automation when task time tracking is updated
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Instant
Task tag is updated in ClickUp
Triggers the automation when the tag assigned to any task is changed
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Instant
Task comment is updated in ClickUp
Triggers the automation when a task comment is updated
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Instant
Folder is created in ClickUp
Triggers the automation when a new folder is created
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Instant
Folder is updated in ClickUp
Triggers the automation when a folder is updated
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Instant
Folder is deleted in ClickUp
Triggers the automation when a folder is deleted
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Instant
List is created in ClickUp
Triggers the automation when a new list is created
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Instant
List is updated in ClickUp
Triggers the automation when any list is modified
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Instant
List is deleted in ClickUp
Triggers the automation when any list is deleted
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Instant
Space is created in ClickUp
Triggers the automation when a new space is created
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Instant
Space is updated in ClickUp
Triggers the automation when any space is modified
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Instant
Space is deleted in ClickUp
Triggers the automation when any space is deleted
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Task is updated in ClickUp
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Create threaded comment in ClickUp
Creates a new threaded comment
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Search task by custom field in ClickUp
Searches for tasks using a custom field
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Send message to channel in ClickUp
Sends a message to a specific channel
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Send direct message in ClickUp
Sends a direct message to a user
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Create task in ClickUp
Creates a new task
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Update task with custom field in ClickUp
Updates a task in the project management system with a custom field value
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Create subtask in ClickUp
Creates a subtask
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Update task in ClickUp
Updates the task with new information or changes
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Search task in ClickUp
Searches for a task
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Post task comment in ClickUp
Posts a comment on a task
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Post list comment in ClickUp
Posts a comment on a list
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Post view comment in ClickUp
Posts a comment on a view
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Create list in ClickUp
Generates a new list
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Update list in ClickUp
Updates a designated list with new information or changes
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Get list details by id in ClickUp
Retrieves detailed information about a list based on its id
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Search list in ClickUp
Scans and retrieves results for a particular list
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Delete list in ClickUp
Deletes a list
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Create folder in ClickUp
Creates a new folder
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Search folder in ClickUp
Searches for a folder
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Update folder in ClickUp
Updates the contents of a particular folder
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Get folder details by id in ClickUp
Retrieves information about a folder using its id
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Create space in ClickUp
Creates a new space
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Get space details by id in ClickUp
Retrieves detailed information of a space using its id
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Search space in ClickUp
Searches for a space
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Invite guest to workspace in ClickUp
Sends an invitation to a guest to join the workspace
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Update space in ClickUp
Updates the space with new content and changes
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Get view details by ID in ClickUp
Retrieves details of a view using its id
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Create task from template in ClickUp
Generates a task based on a pre-defined template
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Add tag to a task in ClickUp
Adds a tag to a task
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Upload task attachment in ClickUp
Uploads task attachments to designated folders
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Add dependency to task in ClickUp
Links tasks together to establish dependencies
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Create space tag in ClickUp
Generates a new space tag
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Update target in ClickUp
Updates the particular target with new data or information
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Get task details by ID in ClickUp
Retrieves the details of a task based on its unique id
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Update time tracked in ClickUp
Logs and updates time spent on tasks in the time tracking tool
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Create target in ClickUp
Generates a new target
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Remove tag from task in ClickUp
Removes a tag from a task
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Create goal in ClickUp
Generates a new goal
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Update goal in ClickUp
Updates the goal based on new information
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Create folderless list in ClickUp
Generates a list of items without organizing them into folders
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Delete dependency from task in ClickUp
Deletes dependency link between two tasks
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Delete target in ClickUp
Deletes a target
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Delete goal in ClickUp
Deletes a goal
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Delete checklist item in ClickUp
Deletes an item from a checklist
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Update space tag in ClickUp
Updates the tag associated with a space
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Get goal details by ID in ClickUp
Retrieves goal details by using their unique id identifier
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Search goal in ClickUp
Searches for a goal
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Search team view in ClickUp
Searches for a team view
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Search task template in ClickUp
Searches for a task template
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Create time entry in ClickUp
Creates a new time entry
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Create checklist in ClickUp
Generates a checklist for tasks
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Update checklist in ClickUp
Updates checklist items with new tasks or completions
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Delete checklist in ClickUp
Deletes a checklist
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Update comment in ClickUp
Updates comments with new information
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Update checklist item in ClickUp
Updates a item on the checklist
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Search custom fields in ClickUp
Searches for custom fields
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Create checklist item in ClickUp
Generates a checklist item
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Search task using filters in ClickUp
Searches for a task using filters
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Search task in view in ClickUp
Searches for a task in a view
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Search sub-task in task in ClickUp
Searches for a sub-task in a task
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Add task link in ClickUp
Creates a hyperlink to add a new task
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Search folderless list in ClickUp
Searches for a folderless list
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Search list members in ClickUp
Searches for list members
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Search task members in ClickUp
Searches for task members
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Search tracked time in ClickUp
Searches for tracked time
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Search task comment in ClickUp
Searches for a task comment
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Search workspace in ClickUp
Searches for a workspace
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Search list comment in ClickUp
Searches for a list comment
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Add task to list in ClickUp
Adds a task to a designated list
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Search space view in ClickUp
Searches for a sub-task in a task
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Search list view in ClickUp
Searches for a list view
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Search folder view in ClickUp
Searches for a folder view
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Delete task in ClickUp
Deletes a task
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Delete space tag in ClickUp
Deletes a space tag
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Delete time tracked in ClickUp
Removes recorded time entries from the database
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Delete folder in ClickUp
Deletes a folder
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Delete comment from task in ClickUp
Deletes a comment associated with a task
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Delete space in ClickUp
Deletes a space
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Search space tag in ClickUp
Searches for a space tag
Try it →
Freshservice
Freshservice Triggers & Actions
Ticket is created in Freshservice
Triggers the automation when a new ticket is created
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Ticket is updated in Freshservice
Triggers the automation when a ticket is modified
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Requester is created in Freshservice
Triggers the automation when a new requester is created
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Requester is updated in Freshservice
Triggers the automation when a requester is updated
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Create ticket in Freshservice
Generates a new ticket
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Create requester in Freshservice
Generates new requester profiles with particular parameters
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Get requester by ID in Freshservice
Retrieves a requester's information using their unique id
Try it →
Get agent by ID in Freshservice
Try it →
Get group by ID in Freshservice
Retrieves a group by its id
Try it →

Who this setup is for

HR operations managers
HR operations managers
IT support leads
IT support leads
Project coordinators
Project coordinators
People ops specialists
People ops specialists
📋 HR operations managers
You spend hours manually notifying IT about new hires and copying data between systems. This setup handles requester creation and task lists the moment records change in BambooHR.
🎙️ IT support leads
Support desks get cluttered when employee onboarding requests are missed or handled late. This automation opens hardware and access tickets automatically so IT preparation starts on time.
🔁 Project coordinators
Keeping team onboarding checklists updated across departments takes constant coordination. This integration populates your project boards and assigns tasks instantly.
🗂️ People ops specialists
Managing offboarding checklists and asset returns across multiple tools is error-prone. This setup connects your termination workflows so access revocation and task completion happen together.
Our team

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Everything this automation handles for you

Everything this automation handles for you
No duplicate records
Match existing employee profiles before creating new ones, so duplicate profiles do not clutter your helpdesk or project boards.
Auto-retry failed steps
If an app connection drops temporarily, the automation can retry the step instead of leaving your onboarding workflow half-finished.
Conditional routing
Route tasks and tickets to specific departments based on employee roles, locations, or department tags in your HRIS.
Real-time updates
Keep project tasks, support tickets, and employee statuses synchronized across all three platforms without manual data entry.

Why choose Integrately to automate BambooHR + ClickUp + Freshservice

Build and manage your BambooHR + ClickUp + Freshservice automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect BambooHR + ClickUp + Freshservice with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
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2,000 Tasks
in $19.99

Prefer to connect just two apps? Explore each combination separately

BambooHR
ClickUp
BambooHR + ClickUp
Create project tasks and onboarding checklists automatically when new employees join in BambooHR.
Explore Integrations
ClickUp
Freshservice
ClickUp + Freshservice
Open IT service desk tickets and track support requests straight from your project management board.
Explore Integrations
BambooHR
Freshservice
BambooHR + Freshservice
Provision service desk profiles and update IT records automatically when employee details change in BambooHR.
Explore Integrations

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Questions people ask

Can BambooHR automatically create Freshservice requesters and ClickUp tasks when a new employee is hired?
Frequently Asked Questions
Yes, Integrately has a ready workflow to create a requester in Freshservice and create a task in ClickUp when a new employee is created in BambooHR. When HR adds a new hire in BambooHR, Integrately instantly provisions their support profile and generates their onboarding checklist.
Does Freshservice offboarding ticket creation automatically update BambooHR records and create ClickUp tasks?
Frequently Asked Questions
Can completing onboarding tasks in ClickUp trigger Freshservice tickets and update BambooHR?
Frequently Asked Questions
Can I filter BambooHR new hire workflows by department to create specific ClickUp templates?
Frequently Asked Questions
Do I need coding skills to connect BambooHR, ClickUp and Freshservice?
Frequently Asked Questions
What happens if a step fails while connecting BambooHR, ClickUp and Freshservice?
Frequently Asked Questions
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