BambooHR + Simpro Integration

Integrate BambooHR to Simpro in one click, or tell Integrately AI how you want each employee handled. Sync personnel details, update your customer records, alert your team, 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
  • Simpro
    Contact is created in Simpro Instant
  • Simpro
    Recurring invoice is updated in Simpro Instant
  • Simpro
    Recurring invoice is created in Simpro Instant
  • Simpro
    Invoice is updated in Simpro Instant
  • Simpro
    Invoice is created in Simpro Instant
  • Simpro
    Job is created in Simpro Instant
  • Simpro
    Company customer created in Simpro Instant
  • Simpro
    Job is updated in Simpro Instant
  • Simpro
    Company customer updated in Simpro Instant
  • Simpro
    Site is created in Simpro Instant
  • Simpro
    Site is updated in Simpro Instant
  • Simpro
    Individual customer created in Simpro Instant
  • Simpro
    Individual customer updated in Simpro Instant
  • Simpro
    Quote is created in Simpro Instant
  • Simpro
    Quote is updated in Simpro 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
  • Simpro
    Get contact by ID in Simpro
  • Simpro
    Create lead in Simpro
  • Simpro
    Update contact in Simpro
  • Simpro
    Update lead in Simpro
  • Simpro
    Create individual customer in Simpro
  • Simpro
    Search individual customer in Simpro
  • Simpro
    Search company customer in Simpro
  • Simpro
    Create contact in Simpro
  • Simpro
    Create company customer in Simpro
  • Simpro
    Create service job in Simpro
  • Simpro
    Search job in Simpro
  • Simpro
    Create site in Simpro
  • Simpro
    Search contact in Simpro
  • Simpro
    Search site in Simpro
  • Simpro
    Create service quote in Simpro
  • Simpro
    Search quote in Simpro
  • Simpro
    Create activity schedule block in Simpro

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Ready WorkflowsReady Workflows   for BambooHR + Simpro Integration

Capture employee details, create company customers, keep records updated, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your BambooHR + Simpro flow

Send new employee records to finance tools, notify managers, and track documents effortlessly. Pick a combination and activate it in one click.

BambooHR
Simpro
+
SlackSlack (4)
+
Google DriveGoogle Drive (4)
+
XeroXero (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
GmailGmail (4)
+
Microsoft OutlookMicrosoft Outlook (4)
B
S
S
Create a Simpro company customer for every new employee in BambooHR, and notify your team instantly on Slack
New BambooHR employees immediately generate a company customer in Simpro while Slack alerts your HR channel, so manual data entry is eliminated.
B
S
S
When a new time off request is received in BambooHR, create an activity schedule block in Simpro and notify your team in Slack
Time off requests in BambooHR automatically schedule an activity block in Simpro and notify your scheduling channel on Slack.
S
B
S
When a job is created in Simpro, update the employee record in BambooHR and notify your team in Slack
Simpro job creations update employee records in BambooHR and broadcast the update to your team via Slack.
B
S
S
Use Claude to review new candidate submissions in BambooHR, create a company customer in Simpro if approved, and notify the team in Slack
Claude evaluates candidate submissions in BambooHR, creates a company customer in Simpro for qualified profiles, and alerts recruiters on Slack.

Supported triggers and actions for BambooHR and Simpro

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
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New time off request is received in BambooHR
Triggers the automation when a new time off request is received
Try it →
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 →
Simpro
Simpro Triggers & Actions
Instant
Contact is created in Simpro
Triggers the automation when a new contact is created.
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Instant
Recurring invoice is updated in Simpro
Triggers the automation when a existing recurring invoice is updated.
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Instant
Recurring invoice is created in Simpro
Triggers the automation when a new recurring invoice is created
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Instant
Invoice is updated in Simpro
Triggers the automation when existing invoice is updated.
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Instant
Invoice is created in Simpro
Triggers the automation when a new invoice is created
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Instant
Job is created in Simpro
Triggers the automation when a new job is created
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Instant
Company customer created in Simpro
Triggers the automation when a new customer is created within the company's database
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Instant
Job is updated in Simpro
Triggers the automation when a job is updated
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Instant
Company customer updated in Simpro
Triggers the automation when a company's customer information is updated
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Instant
Site is created in Simpro
Triggers the automation when a new site is created
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Instant
Site is updated in Simpro
Triggers the automation when a site is updated
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Instant
Individual customer created in Simpro
Triggers the automation when a new individual customer is added
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Instant
Individual customer updated in Simpro
Triggers the automation when a customer's information is updated
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Instant
Quote is created in Simpro
Triggers the automation when a new quote is created
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Instant
Quote is updated in Simpro
Triggers the automation when any quote is updated
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Get contact by ID in Simpro
Retrieve contact information by unique identifier
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Create lead in Simpro
Adds a new lead to the database
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Update contact in Simpro
Updates specified contact to the database
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Update lead in Simpro
Updates specified lead to the database
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Create individual customer in Simpro
Creates a new individual customer record
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Search individual customer in Simpro
Searches for an individual customer
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Search company customer in Simpro
Searches for a company customer
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Create contact in Simpro
Adds a new contact to the database
Try it →
Create company customer in Simpro
Creates a new company customer record
Try it →
Create service job in Simpro
Generates a new service job
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Search job in Simpro
Searches for a job
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Create site in Simpro
Generates a new site entry
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Search contact in Simpro
Finds and retrieves contact information
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Search site in Simpro
Searches for a site
Try it →
Create service quote in Simpro
Generates a new service quote
Try it →
Search quote in Simpro
Searches for a quote
Try it →
Create activity schedule block in Simpro
Creates a new activity schedule block
Try it →

What can you automate with BambooHR + Simpro?

Connect BambooHR and Simpro to streamline your personnel data, customer management, and field service workflows.

What you can automate?
🔄
Sync new employees to customer records
Automatically create a company customer in Simpro the moment a new employee is registered in BambooHR. Eliminate manual data entry between your HR and job management systems.
📋
Capture every personnel field
Map detailed employee information from BambooHR directly into Simpro fields instead of just basic names. Your Simpro records become a complete operational reference.
📢
Alert your team instantly on Slack
Notify your operations or HR channel in Slack the second a time off request is received in BambooHR or a Simpro job is created, keeping everyone aligned.
🔀
Route records based on submitted data
Trigger different actions in Simpro depending on department or leave type submitted in BambooHR. Send vacation requests to scheduling and sick leave to management.
📝
Keep destination records up to date
Update existing Simpro customer accounts or employee profiles automatically whenever corresponding information changes in BambooHR, preventing stale data.
🔍
Prevent duplicate customer entries
Search existing Simpro records before creating new customer entries from BambooHR candidate or employee triggers, maintaining clean databases.
📅
Handle leave and scheduling changes
Automatically create or update activity schedule blocks in Simpro whenever holiday records or time off requests are modified in BambooHR.
🔗
Extend your flow to Google Drive
Connect BambooHR and Simpro with Google Drive to automatically archive onboarding paperwork and project briefs the moment an employee record is created.
And much more...

Who is BambooHR + Simpro integration for?

HR managers, field supervisors, and operations teams eliminate manual data entry between BambooHR and Simpro to keep personnel and job records synchronized.

HR Analytics Managers
HR Analytics Managers
Field Service Dispatchers
Field Service Dispatchers
Operations Directors
Operations Directors
Recruitment Coordinators
Recruitment Coordinators
Payroll Administrators
Payroll Administrators
Compliance Officers
Compliance Officers
📈
HR Analytics Managers
You're compiling personnel metrics from BambooHR but your operational tracking sheet only updates when someone manually exports records, so your workforce counts are always outdated — with this integration, every new employee record lands in Simpro instantly and your metrics stay current.
Field Service Dispatchers
You need to assign field jobs immediately when staff availability changes in BambooHR, but you find out about leave requests too late to reschedule crews — with this integration, every time off request creates a schedule block in Simpro instantly and your dispatch board stays accurate.
🤝
Operations Directors
You answer to executive stakeholders who want real-time visibility into workforce deployment and customer accounts, but manual syncing leaves gaps in your pipeline — this integration means every personnel update flows straight into Simpro automatically without manual delays.
📊
Recruitment Coordinators
The volume of candidate applications coming into BambooHR is too high for anyone to keep customer accounts updated by hand as applicants convert — automating both apps means every candidate record transitions into Simpro customer profiles without missing a step.
⚙️
Payroll Administrators
You own the billing and compensation setup and depend on HR to hand over new hire details before you can establish client accounts in Simpro — connecting these apps means new staff records trigger customer creation instantly so your billing setup never stalls.
🗂️
Compliance Officers
You need a reliable history of staff onboarding and client job assignments, but manual data transfers keep leaving gaps in your audit logs — this integration means every personnel event creates verified customer and job records with zero missing entries.
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 + Simpro

Build and manage your BambooHR + Simpro 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 + Simpro 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
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect BambooHR to Simpro?
Frequently Asked Questions
You can connect BambooHR to Simpro in 1 click using ready automation templates on Integrately or by asking Integrately AI to build the automation for you. It takes just minutes to link your accounts and start syncing employee records and customer data alongside tools like Slack, Google Drive, and Xero.
Can I automatically create a Simpro company customer when a new employee is added in BambooHR?
Frequently Asked Questions
Can I connect BambooHR, Simpro, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for BambooHR and Simpro?
Frequently Asked Questions
How are time off requests handled between BambooHR and Simpro?
Frequently Asked Questions
Can Simpro job creations update BambooHR records?
Frequently Asked Questions
Do I need coding skills to automate BambooHR and Simpro?
Frequently Asked Questions
Is the BambooHR and Simpro integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

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

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