BambooHR + Clientjoy Integration

Integrate BambooHR to Clientjoy in one click, or tell Integrately AI how you want each customer handled. Sync employee records, create CRM customers, update details, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • BambooHR
    Candidate is created in BambooHR
  • BambooHR
    New employee is created in BambooHR
  • BambooHR
    New time off request is received in BambooHR
  • BambooHR
    Holiday is taken by employee in BambooHR
  • BambooHR
    Report is changed in BambooHR
  • Clientjoy
    Lead is created in Clientjoy Instant
  • Clientjoy
    Customer is created in Clientjoy Instant
  • Clientjoy
    Invoice is created in Clientjoy
  • Clientjoy
    Invoice is paid in Clientjoy Instant
  • Clientjoy
    Proposal is created in Clientjoy
  • Clientjoy
    Proposal is send in Clientjoy Instant
Arrow Right
2.
  • BambooHR
    Create candiadate in BambooHR
  • BambooHR
    Create Employee in BambooHR
  • BambooHR
    Update employee in BambooHR
  • BambooHR
    Respond to time off request in BambooHR
  • BambooHR
    Get candidate by ID in BambooHR
  • Clientjoy
    Create lead in Clientjoy
  • Clientjoy
    Create customer in Clientjoy
  • Clientjoy
    Create Invoice in Clientjoy
  • Clientjoy
    Create proposal in Clientjoy

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Ready Workflows Ready Workflows for BambooHR + Clientjoy Integration

Capture new employees, create CRM records, update invoice details, alert your team, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
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Connect more apps to your BambooHR + Clientjoy flow

Sync new hires with your CRM and messaging tools, notify your finance team, and update your records instantly. Pick a combination and activate it in one click.

BambooHR
Clientjoy
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SlackSlack (8)
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GmailGmail (8)
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StripeStripe (8)
+
Google SheetsGoogle Sheets (8)
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CalendlyCalendly (8)
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DocuSignDocuSign (8)
B
C
S
Add every new BambooHR employee to Clientjoy as a customer, and notify your HR channel instantly in Slack
New BambooHR employees appear in Clientjoy as customers within seconds and your HR channel hears about it in Slack, so nobody re-types employee records or misses a new hire.
B
C
S
Log every new BambooHR time off request in Clientjoy, and alert your management channel in Slack
BambooHR time off requests are logged in Clientjoy immediately and your management channel receives an instant alert in Slack, eliminating manual notification delays.
C
B
S
When a Clientjoy invoice is paid, update the employee record in BambooHR and post the confirmation in Slack
Paid Clientjoy invoices update the corresponding employee record in BambooHR automatically while posting a success note in Slack.
B
C
S
Create a Clientjoy proposal for every BambooHR candidate, and confirm the creation in Slack
BambooHR candidates instantly generate a new proposal in Clientjoy, with a confirmation post sent directly to Slack.
B
C
S
If a new BambooHR employee is marked as remote, create a Clientjoy customer and alert the operations channel in Slack
Remote employees created in BambooHR trigger a dedicated Clientjoy customer profile and a targeted alert in Slack.
C
B
S
When a Clientjoy invoice is created, update the BambooHR report and post the update in Slack
New Clientjoy invoices automatically update your BambooHR reporting data while notifying your team in Slack.
B
C
S
Use Claude to summarise every new BambooHR time off request, save the summary in Clientjoy, and post the brief in Slack
Claude summarises incoming BambooHR time off requests, stores the brief in Clientjoy, and shares the summary in Slack.
B
C
G
S
Turn every new BambooHR employee into a Clientjoy customer, create a follow-up task in Google Sheets, and announce it in Slack
New BambooHR hires become Clientjoy customers, populate a Google Sheets tracking row, and trigger a Slack announcement.

Supported triggers and actions for BambooHR and Clientjoy

Mix and match to build the exact automation you need

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
Try it →
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
Try it →
Get candidate by ID in BambooHR
Try it →
Clientjoy
Clientjoy Triggers & Actions
Instant
Lead is created in Clientjoy
Triggers the automation when a new lead is created
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Instant
Customer is created in Clientjoy
Triggers the automation when a new customer is created
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Invoice is created in Clientjoy
Triggers the automation when any invoice is added or modified
Try it →
Instant
Invoice is paid in Clientjoy
Triggers the automation when an invoice is marked as paid
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Proposal is created in Clientjoy
Triggers the automation when a new proposal is created
Try it →
Instant
Proposal is send in Clientjoy
Triggers the automation when a proposal is sent
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Create lead in Clientjoy
Generates new leads for potential customers
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Create customer in Clientjoy
Adds a new customer to the database
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Create Invoice in Clientjoy
Generates invoices for sales transactions
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Create proposal in Clientjoy
Generates a new proposal
Try it →

What can you automate with BambooHR + Clientjoy?

Connect employee management and CRM workflows to eliminate manual data transfers and keep all your systems perfectly synchronised.

What you can automate?
🔄
Sync new employees directly to your CRM
Transform every new employee created in BambooHR into a fully updated customer profile in Clientjoy instantly. Eliminate manual copying and keep your HR and CRM platforms in perfect sync.
📋
Capture every submitted HR and CRM field
Map all available applicant details, department tags, and custom fields across BambooHR and Clientjoy instead of just basic names. Your CRM records become a richer source for client operations.
🔔
Alert your team the moment changes happen
Notify your managers and sales reps instantly on Slack or email whenever a new candidate or time off request is processed. Keep your entire team aligned without manual check-ins.
🔀
Route records based on submitted criteria
Send employees to different customer pipelines in Clientjoy depending on department tags or employment status submitted in BambooHR. Ensure every record lands in the right workflow.
📝
Keep records up to date as details change
Automatically update existing Clientjoy customer profiles whenever employee records or report data change in BambooHR. Keep your client database accurate without manual auditing.
🔍
Add or update instead of creating duplicates
Search existing Clientjoy customer records before creating new profiles from BambooHR data. Prevent duplicate entries and maintain a clean, unified agency database.
💳
Handle later billing and invoice updates
Trigger automated status updates across your HR reporting whenever invoices are paid or proposals are sent in Clientjoy. Connect your financial milestones directly to personnel logs.
Extend workflows to popular supporting apps
Connect your BambooHR and Clientjoy flow with Slack, Gmail, Google Sheets, or Stripe to trigger multi-step actions and automated notifications across your entire software stack.
And much more...

Who is BambooHR + Clientjoy integration for?

Streamline HR records and CRM management for growing teams, eliminating manual data entry between BambooHR and Clientjoy.

HR Analytics Managers
HR Analytics Managers
Sales Operations Specialists
Sales Operations Specialists
Agency Directors
Agency Directors
Recruiting Coordinators
Recruiting Coordinators
Account Executives
Account Executives
Operations Directors
Operations Directors
📈
HR Analytics Managers
You're pulling employee metrics from multiple department tools but your reporting sheets only update when someone manually exports records, so the headcount numbers you're reviewing are always outdated — with this integration, every new employee record lands in your destination instantly and your data stays current.
Sales Operations Specialists
You need to act fast on new client accounts and personnel assignments, but you find out about new hires hours after onboarding begins because information is trapped across separate tabs — with this integration, every new employee record triggers instant CRM updates so your pipeline is always ready.
🏢
Agency Directors
You answer to clients who want immediate visibility into project staffing and onboarding progress, but compiling updates by hand causes constant delays in your reporting cycle — automating both apps means every team addition is logged instantly and your stakeholders see accurate status updates right away.
📊
Recruiting Coordinators
The candidate volume during peak hiring seasons is too high for anyone to keep up by hand, leading to missed client records and overlooked follow-up tasks — connecting these apps means every applicant submission flows straight into your CRM without manual data re-entry.
🤝
Account Executives
You own the client onboarding step and depend on someone upstream to hand over personnel details, but manual notification bottlenecks stall your initial customer outreach — this integration means every new hire creates a customer record instantly and you can begin client work without waiting.
🗂️
Operations Directors
You need a reliable employee and client history to audit compliance and billing, but manual data transfers keep leaving frustrating gaps in your audit trail — automating both apps means every status change is captured permanently and your records remain complete.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate BambooHR + Clientjoy

Build and manage your BambooHR + Clientjoy 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 + Clientjoy 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.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect BambooHR to Clientjoy?
Frequently Asked Questions
You can connect BambooHR to Clientjoy in 1 click using ready workflows on Integrately. It links your HR records to your agency CRM instantly, while supporting popular tools like Slack, Gmail, Stripe, and Google Sheets. You can also use Integrately AI to build custom flows effortlessly.
Can I automatically create a Clientjoy customer when a new employee is added in BambooHR?
Frequently Asked Questions
Can I connect BambooHR, Clientjoy, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for BambooHR and Clientjoy?
Frequently Asked Questions
How are employee records handled between BambooHR and Clientjoy?
Frequently Asked Questions
Can I update Clientjoy customer profiles when BambooHR reports change?
Frequently Asked Questions
How do I automate BambooHR and Clientjoy without coding?
Frequently Asked Questions
Is the BambooHR and Clientjoy integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect BambooHR or Clientjoy With 1500+ Other Apps

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Clientjoy
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Sync Clientjoy with CRM, billing, and project management tools to keep client lifecycles running smoothly.
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