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BambooHR - Create PDF, Word, Excel Documents
BambooHR connects with Documentero to turn employee and HR data into ready-to-use documents. When a new employee is added or updated in BambooHR, Documentero can instantly generate contracts, offer letters, or onboarding packets. Time off requests and job summaries can also trigger automatic creation of reports or forms in PDF, DOCX, or XLSX formats. This integration helps HR teams save time by producing accurate documents directly from the data already in BambooHR.
BambooHR
Documentero
Triggers
Watch Job Summaries — Watches for newly created job summaries.
Watch Employees — Watches for added employees.
Watch Time Off Requests — Watches for newly created time off requests which can be approved by you.
Watch Time Offs — Watches for newly created time offs for the specified time boundaries.
Watch Updated Employees — Watches for newly updated employees.
Actions
Create Document - Generate Word, Excel or PDF Document based on data from BambooHR using Document Template
Create Document and Send as Email Attachment - Generate Word, Excel or PDF Document based on data from BambooHR using Document Template and sends it to the specified email as an attachment.
Use Cases
Automatically generate employee contracts from BambooHR data
Create onboarding packets when a new employee is added in BambooHR
Export BambooHR time off requests into PDF reports
Generate BambooHR job summary documents in DOCX format
Produce BambooHR employee update reports automatically
Create XLSX files of employee time off balances from BambooHR
Automatically generate BambooHR performance review templates
Export BambooHR employee contact lists into formatted documents
Create payroll-ready reports from BambooHR employee records
Generate BambooHR compliance documents in PDF format
How you can use BambooHR + Documentero
Offer Letter Generation
Automatically create personalized offer letters in DOCX or PDF format whenever a new employee is added in BambooHR.
Employee Profile Reports
Generate detailed employee profile documents when employee records are updated in BambooHR.
Time Off Summaries
Create professional PDF summaries of employee time off requests as soon as they are logged in BambooHR.
Job Summary Documents
Automatically produce formatted job summary documents when new job summaries are created in BambooHR.
HR Compliance Files
Generate compliance or internal HR documents in XLSX format when new employee data is added or updated in BambooHR.
Setup Guides
Zapier Tutorial: Integrate BambooHR with Documentero
- Create a new Zap in Zapier.
- Add BambooHR to the zap and choose one of the triggers (Watch Job Summaries, Watch Employees, Watch Time Off Requests). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Zapier: Add Documentero as the next step and connect it using your API key.
- In your zap, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the BambooHR trigger.
- Test your zap and turn it on.
Make Tutorial: Integrate BambooHR with Documentero
- Create a new scenario in Make.
- Add BambooHR to the scenario and choose one of the triggers (Watch Job Summaries, Watch Employees, Watch Time Off Requests). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In Make: Add Documentero as the next step and connect it using your API key.
- In your scenario, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the BambooHR trigger.
- Run or schedule your scenario and verify the output.
n8n Tutorial: Integrate BambooHR with Documentero
- Create a new workflow in n8n.
- Add BambooHR to the workflow and choose one of the triggers (Watch Job Summaries, Watch Employees, Watch Time Off Requests). Connect your account and configure the trigger.
- Sign up to Documentero (or sign in). In Account Settings, copy your API key and create your first document template.
- In n8n: Add Documentero as the next step and connect it using your API key.
- In your workflow, configure Documentero by selecting the Generate Document action, picking your template, and mapping fields from the BambooHR trigger.
- Execute (or activate) your workflow and verify the output.
