Using BambooHR actions in action flows

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<p id="docs-hc-snippet" style="display: none;">Before you can include external actions in your action flows, you must connect the action builder to the external system.</p>
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<div class="p">By connecting the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855513857306" target="_blank">action builder</a> to external systems, such as BambooHR, admins
can integrate Zendesk with external systems in automated workflows, improving
collaboration and maintaining a seamless experience across multiple platforms.<div class="note">
<span class="notetitle">Note:</span> The
steps associated with external systems in action flows are referred to collectively
as <em class="ph i">external actions</em>.</div>
</div>
<div class="p">This article contains the following topics:<ul class="ul" id="topic_f45_wzj_4hc__ul_omj_bj4_zgc">
<li class="li"><a class="xref" href="#topic_wkn_2bk_4hc">Connecting BambooHR to action builder</a></li>
<li class="li"><a class="xref" href="#topic_ffm_hbk_4hc">Using BambooHR actions in action flows</a></li>
<li class="li"><a class="xref" href="#topic_ih2_gjr_4hc">Recipe: Automatically creating a time off request in BambooHR after it's approved in a Zendesk ticket</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_wkn_2bk_4hc">
<h2 class="title topictitle2" id="ariaid-title2">Connecting BambooHR to action builder</h2>
<div class="body">
<p class="p">Before you can include external actions in your action flows, you must connect the
action builder to the external system.</p>
<div class="p">When connecting to external systems for use in action flows, the following best practices are recommended:<ul class="ul" id="topic_wkn_2bk_4hc__d8e13">
<li class="li">All external actions performed by an action flow are attributed to the user who connected the
external system. Therefore, it's a best practice to use a dedicated service
account rather than personal credentials when connecting to each external
system.</li>
<li class="li">All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.</li>
<li class="li">When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.</li>
</ul>
</div>
<div class="p">
<strong class="ph b">To connect action builder to BambooHR</strong><ol class="ol" id="topic_wkn_2bk_4hc__ol_psh_lk4_zgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Action
flows</strong>.</span></li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266" target="_blank">Create</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570" target="_blank">edit</a> an action flow.</li>
<li class="li">Open the step sidebar.</li>
<li class="li">Under <strong class="ph b">External actions</strong>, click <strong class="ph b">BambooHR</strong>.</li>
<li class="li">Click <strong class="ph b">Connect</strong>.</li>
<li class="li">Follow BambooHR's prompts to authenticate and complete the connection.<p class="p">The
following scopes are required: <code class="ph codeph">Claims - read</code>,
<code class="ph codeph">Employee - read/write</code>, <code class="ph codeph">Time Off -
read/write</code>, <code class="ph codeph">Reports - read</code>,
<code class="ph codeph">Company - read</code>, <code class="ph codeph">Miscellaneous - read meta
data</code>.</p>
<div class="note">
<span class="notetitle">Note:</span> All external actions performed by an
action flow are attributed to the user who connected the external
system. Therefore, it's a best practice to use a dedicated service
account rather than personal credentials when connecting to each
external system.</div>
</li>
</ol>
</div>
<p class="p">After you've connected to the system, you'll see an indicator that it's connected and
details about the instance you're connected to, as well as the actions available for
BambooHR.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_ffm_hbk_4hc">
<h2 class="title topictitle2" id="ariaid-title3">Using BambooHR actions in action flows</h2>
<div class="body">
<p class="p">BambooHR action steps can be used to add and manage employee details and time off
requests in BambooHR.</p>
<div class="p">The following BambooHR actions are available:<ul class="ul" id="topic_ffm_hbk_4hc__ul_vk4_fl4_zgc">
<li class="li"><a class="xref" href="#topic_p2s_jbk_4hc">Get employee
details</a></li>
<li class="li"><a class="xref" href="#topic_vyx_jbk_4hc">Add employee</a></li>
<li class="li"><a class="xref" href="#topic_jgy_y3r_4hc">Update employee</a></li>
<li class="li"><a class="xref" href="#topic_pt4_z3r_4hc">Request time off</a></li>
<li class="li"><a class="xref" href="#topic_wyy_f3v_kkc">Update time off request
status</a></li>
<li class="li"><a class="xref" href="#topic_bz1_33v_kkc">List time off
requests</a></li>
<li class="li"><a class="xref" href="#topic_wpb_j3v_kkc">Search employees</a></li>
<li class="li"><a class="xref" href="#topic_b5t_j3v_kkc">Create table
record</a></li>
<li class="li"><a class="xref" href="#topic_br3_l3v_kkc">Update table
record</a></li>
<li class="li"><a class="xref" href="#topic_igz_l3v_kkc">Delete table
record</a></li>
<li class="li"><a class="xref" href="#topic_gxx_m3v_kkc">List table records</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_p2s_jbk_4hc">
<h3 class="title topictitle3" id="ariaid-title4">Getting details about an employee</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Get employee details</em> action to retrieve the personal and
employment data for an individual employee. </p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_p2s_jbk_4hc__table_rrw_1mz_hgc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e265" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e267" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e265" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e267" style="text-align:left;vertical-align:top;">
<code class="ph codeph">Employee ID</code> or <code class="ph codeph">Work email
address</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e265" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e267" style="text-align:left;vertical-align:top;">The employee's personnel data</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_vyx_jbk_4hc">
<h3 class="title topictitle3" id="ariaid-title5">Adding an employee</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Add employee</em> action to add a new employee to BambooHR.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vyx_jbk_4hc__table_u2f_nsr_4hc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e332" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e334" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e332" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e334" style="text-align:left;vertical-align:top;">
<code class="ph codeph">First name</code>, <code class="ph codeph">Last name</code>,
<code class="ph codeph">Work email address</code><p class="p">Optional:
<code class="ph codeph">Middle name</code>, <code class="ph codeph">Preferred
name</code>, <code class="ph codeph">Employee number</code>,
<code class="ph codeph">Job title</code>,
<code class="ph codeph">Department</code>,
<code class="ph codeph">Division</code>,
<code class="ph codeph">Location</code>, <code class="ph codeph">Hire date</code>,
<code class="ph codeph">Gender</code>, <code class="ph codeph">Home email
address</code>, <code class="ph codeph">Work phone
number</code>, <code class="ph codeph">Mobile phone number</code>,
<code class="ph codeph">Status</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e332" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e334" style="text-align:left;vertical-align:top;">
<code class="ph codeph">Employee ID</code> and any variables specified
in the input</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_jgy_y3r_4hc">
<h3 class="title topictitle3" id="ariaid-title6">Updating an employee</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update employee</em> action to update details for an existing employee
in BambooHR.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_jgy_y3r_4hc__table_sj4_zsr_4hc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e446" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e448" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e446" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e448" style="text-align:left;vertical-align:top;">
<code class="ph codeph">Employee ID</code><p class="p">Optional: <code class="ph codeph">First
name</code>, <code class="ph codeph">Middle name</code>,
<code class="ph codeph">Last name</code>, <code class="ph codeph">Preferred
name</code>, <code class="ph codeph">Employee number</code>,
<code class="ph codeph">Job title</code>,
<code class="ph codeph">Department</code>,
<code class="ph codeph">Division</code>,
<code class="ph codeph">Location</code>, <code class="ph codeph">Hire date</code>,
<code class="ph codeph">Gender</code>, <code class="ph codeph">Home email
address</code>, <code class="ph codeph">Work phone
number</code>, <code class="ph codeph">Mobile phone number</code>,
<code class="ph codeph">Status</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e446" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e448" style="text-align:left;vertical-align:top;">The employee's updated personnel data</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_pt4_z3r_4hc">
<h3 class="title topictitle3" id="ariaid-title7">Requesting time off</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Request time off</em> action to submit a time off request for an
employee in BambooHR.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_pt4_z3r_4hc__table_b1m_2tr_4hc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e559" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e561" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e559" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e561" style="text-align:left;vertical-align:top;">
<code class="ph codeph">Employee ID</code>, <code class="ph codeph">Start
date</code>, <code class="ph codeph">End date</code>,
<code class="ph codeph">Type</code><div class="note">
<span class="notetitle">Note:</span> Dates must be formatted as
YYYY-MM-DD and in the BambooHR account's
timezone.</div>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e559" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e561" style="text-align:left;vertical-align:top;">Confirmation of submitted request</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title8" class="topic nested2" id="topic_wyy_f3v_kkc">
<h3 class="title topictitle3" id="ariaid-title8">Updating time off request status</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update time off request status</em> action to approve, deny, or cancel
a time-off request in BambooHR.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_wyy_f3v_kkc__table_xyy_f3v_kkc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e634" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e636" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e634" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e636" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Request ID</code>,
<code class="ph codeph">Status</code><p class="p">Optional:
<code class="ph codeph">Note</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e634" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e636" style="text-align:left;vertical-align:top;">Updated request details including ID, status, and update
timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title9" class="topic nested2" id="topic_bz1_33v_kkc">
<h3 class="title topictitle3" id="ariaid-title9">Listing time off requests</h3>
<div class="body">
<p class="p">Use the <em class="ph i">List time off requests</em> action to retrieve time-off requests within
a date range from BambooHR.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_bz1_33v_kkc__table_cz1_33v_kkc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e706" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e708" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e706" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e708" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Start date</code>, <code class="ph codeph">End
date</code><p class="p">Optional: <code class="ph codeph">Status</code>,
<code class="ph codeph">Employee ID</code>,
<code class="ph codeph">Limit</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e706" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e708" style="text-align:left;vertical-align:top;">Paginated array of time off requests with employee
details and status.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title10" class="topic nested2" id="topic_wpb_j3v_kkc">
<h3 class="title topictitle3" id="ariaid-title10">Searching employees</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Search employees</em> action to find BambooHR employees by name, email,
or username.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_wpb_j3v_kkc__table_xpb_j3v_kkc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e784" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e786" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e784" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e786" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Search query</code><p class="p">Optional:
<code class="ph codeph">Limit</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e784" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e786" style="text-align:left;vertical-align:top;">Search results array containing employee matches with ID,
name, email, and department.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title11" class="topic nested2" id="topic_b5t_j3v_kkc">
<h3 class="title topictitle3" id="ariaid-title11">Creating a table record</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create table record</em> action to add a new row to an employee's
custom table in BambooHR.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_b5t_j3v_kkc__table_c5t_j3v_kkc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e853" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e855" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e853" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e855" style="text-align:left;vertical-align:top;">
<code class="ph codeph">Employee ID</code>, <code class="ph codeph">Table
name</code>, plus dynamic fields</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e853" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e855" style="text-align:left;vertical-align:top;">Created record details including row ID, table name, and
field values (PII redacted).</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title12" class="topic nested2" id="topic_br3_l3v_kkc">
<h3 class="title topictitle3" id="ariaid-title12">Updating a table record</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Update table record</em> action to update an existing row in an
employee's custom table in BambooHR.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_br3_l3v_kkc__table_cr3_l3v_kkc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e921" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e923" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e921" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e923" style="text-align:left;vertical-align:top;">
<code class="ph codeph">Employee ID</code>, <code class="ph codeph">Table
name</code>, <code class="ph codeph">Row ID</code>, plus dynamic
fields</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e921" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e923" style="text-align:left;vertical-align:top;">Updated record details including row ID, update
timestamp, and current field values.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title13" class="topic nested2" id="topic_igz_l3v_kkc">
<h3 class="title topictitle3" id="ariaid-title13">Deleting a table record</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Delete table record</em> action to delete a row from an employee's
custom table in BambooHR. This cannot be undone.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_igz_l3v_kkc__table_jgz_l3v_kkc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e993" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e995" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e993" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e995" style="text-align:left;vertical-align:top;">
<code class="ph codeph">Employee ID</code>, <code class="ph codeph">Table
name</code>, <code class="ph codeph">Row ID</code>, <code class="ph codeph">Confirm
deletion</code>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e993" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e995" style="text-align:left;vertical-align:top;">Deletion confirmation including deleted flag, row ID, and
timestamp.</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title14" class="topic nested2" id="topic_gxx_m3v_kkc">
<h3 class="title topictitle3" id="ariaid-title14">Listing table records</h3>
<div class="body">
<p class="p">Use the <em class="ph i">List table records</em> action to get all rows from an employee's
custom table in BambooHR.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_gxx_m3v_kkc__table_hxx_m3v_kkc" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e1066" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e1068" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e1066" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e1068" style="text-align:left;vertical-align:top;">
<code class="ph codeph">Employee ID</code>, <code class="ph codeph">Table
name</code><p class="p">Optional: <code class="ph codeph">Limit</code>,
<code class="ph codeph">Offset</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e1066" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e1068" style="text-align:left;vertical-align:top;">Confirmation of submitted request</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title15" class="topic nested1" id="topic_ih2_gjr_4hc">
<h2 class="title topictitle2" id="ariaid-title15">Recipe: Automatically creating a time off request in BambooHR after it's approved in a Zendesk ticket</h2>
<div class="body">
<p class="p">The following example action flow automatically submits a time off request in
BambooHR when a Zendesk ticket related to the request is approved. </p>
<div class="p">Such an action flow would consist of the following steps:<ol class="ol" id="topic_ih2_gjr_4hc__ol_hhj_pwf_dhc">
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266#topic_zg5_sx3_t2c" target="_blank">Add an action flow trigger</a> with
the following details:<ol class="ol" id="topic_ih2_gjr_4hc__ol_l2n_nwq_chc" type="a">
<li class="li">Click <strong class="ph b">Add trigger</strong>.</li>
<li class="li">In the step sidebar, under <strong class="ph b">Zendesk</strong>, click
<strong class="ph b">Tickets</strong>.</li>
<li class="li">Click <strong class="ph b">Routing</strong> and select <strong class="ph b">Ticket tags changed</strong>.</li>
<li class="li">Click <strong class="ph b">Add condition</strong>.</li>
<li class="li">Under <strong class="ph b">Variable</strong>, click <strong class="ph b">Ticket tags changed</strong> and select
<strong class="ph b">Tags (added)</strong>.</li>
<li class="li">Set the <strong class="ph b">Operator</strong> to <strong class="ph b">Contains at least 1 of</strong>.</li>
<li class="li">Under <strong class="ph b">Value</strong>, enter <strong class="ph b">approved</strong>.</li>
</ol>
</li>
<li class="li">Add a step to <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266#topic_fpp_cnk_t2c" target="_blank">look up ticket details</a>:<ol class="ol" id="topic_ih2_gjr_4hc__ol_u1q_wcx_chc" type="a">
<li class="li">In the action builder, beneath the action flow trigger, click the
<strong class="ph b">Add step</strong> icon (<img class="image" id="topic_ih2_gjr_4hc__image_ls5_1xr_1hc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon_action_flows_add.png" width="16">).</li>
<li class="li">In the step sidebar, under <strong class="ph b">Zendesk actions</strong>, click <strong class="ph b">Look up
ticket</strong>.</li>
<li class="li">Under <strong class="ph b">Ticket ID</strong>, click into the field and then click
<strong class="ph b">Select a variable instead</strong>.</li>
<li class="li">Within the variable menu, select <strong class="ph b">Ticket tags changed</strong> as the
step that outputs the variable you want to use, and then select
<strong class="ph b">Ticket ID</strong>.</li>
</ol>
</li>
<li class="li">Add a step to <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266#topic_fpp_cnk_t2c" target="_blank">look up user details</a> about the
ticket assignee:<ol class="ol" id="topic_ih2_gjr_4hc__ol_zjp_qdx_chc" type="a">
<li class="li">In the action builder, click the <strong class="ph b">Add step</strong> icon (<img class="image" id="topic_ih2_gjr_4hc__image_ox3_rdx_chc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon_action_flows_add.png" width="16">).</li>
<li class="li">In the step sidebar, under <strong class="ph b">Zendesk actions</strong>, click <strong class="ph b">Look up
user</strong>.</li>
<li class="li">Under <strong class="ph b">User ID type</strong>, select <strong class="ph b">Zendesk user ID</strong>.</li>
<li class="li">For <strong class="ph b">User ID</strong>, click <strong class="ph b">Add variable</strong>.</li>
<li class="li">Within the variable menu, select <strong class="ph b">Ticket tags changed</strong> as the
step that outputs the variable you want to use, and then select
<strong class="ph b">Requester ID</strong>.</li>
</ol>
</li>
<li class="li">Add a step to retrieve the employee's data in BambooHR:<ol class="ol" id="topic_ih2_gjr_4hc__ol_dds_qwr_4hc" type="a">
<li class="li">In the action builder, click the <strong class="ph b">Add step</strong> icon (<img class="image" id="topic_ih2_gjr_4hc__image_vdd_rwr_4hc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon_action_flows_add.png" width="16">).</li>
<li class="li">In the step sidebar, under <strong class="ph b">External actions</strong>, click
<strong class="ph b">BambooHR</strong> and then select <strong class="ph b">Get employee
details</strong>.</li>
<li class="li">Under <strong class="ph b">Employee email</strong>, click <strong class="ph b">Add variable </strong>.</li>
<li class="li">Within the variable menu, select <strong class="ph b">Look up user</strong> as the step
that outputs the variable you want to use, and then select <strong class="ph b">Work
email</strong>.</li>
</ol>
</li>
<li class="li">Add a step to submit the time off request in BambooHR:<ol class="ol" id="topic_ih2_gjr_4hc__ol_jt3_3xr_4hc" type="a">
<li class="li">In the action builder, click the <strong class="ph b">Add step</strong> icon (<img class="image" id="topic_ih2_gjr_4hc__image_kt3_3xr_4hc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon_action_flows_add.png" width="16">).</li>
<li class="li">In the step sidebar, under <strong class="ph b">External actions</strong>, click
<strong class="ph b">BambooHR</strong> and then select <strong class="ph b">Request time off</strong>.</li>
<li class="li">Under <strong class="ph b">Employee ID</strong>, click <strong class="ph b">Add variable</strong>.</li>
<li class="li">Within the variable menu, select <strong class="ph b">Look up user</strong> as the step
that outputs the variable you want to use, and then select <strong class="ph b">Work
ID</strong>.</li>
<li class="li">Under <strong class="ph b">Start date</strong>, click <strong class="ph b">Add variable</strong>.</li>
<li class="li">Within the variable menu, select <strong class="ph b">Look up ticket</strong> as the step
that outputs the variable you want to use, and then select the
<strong class="ph b">Start date</strong>.</li>
<li class="li">Under <strong class="ph b">End date</strong>, click <strong class="ph b">Add variable</strong>.</li>
<li class="li">Within the variable menu, select <strong class="ph b">Look up ticket</strong> as the step
that outputs the variable you want to use, and then select the
<strong class="ph b">End date</strong>.</li>
</ol>
<div class="note">
<span class="notetitle">Note:</span> To make the start date and end date information available for use
as variables in the action flow, these must be configured as ticket
fields.</div>
</li>
<li class="li">Add a step that <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9849650344730" target="_blank">sends a direct message in Slack</a> to
the ticket requester's supervisor that contains the information you
collected for the time off request:<ol class="ol" id="topic_ih2_gjr_4hc__ol_wfl_lxf_dhc" type="a">
<li class="li">In the action builder, click the <strong class="ph b">Add step</strong> icon (<img class="image" id="topic_ih2_gjr_4hc__image_ixj_mxf_dhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/icon_action_flows_add.png" width="16">).</li>
<li class="li">In the step sidebar, under <strong class="ph b">External actions</strong>, click
<strong class="ph b">Slack</strong> and then select <strong class="ph b">Post direct message</strong>.</li>
<li class="li">Under <strong class="ph b">Email</strong>, click <strong class="ph b">Add variable</strong>.</li>
<li class="li">Within the variable menu, select <strong class="ph b">Get employee details</strong> as the
step that outputs the variable, and then select <strong class="ph b">Supervisor's
email</strong>.</li>
<li class="li">Under <strong class="ph b">Message</strong>, enter the message you want to send to the
employee's supervisor. Include relevant information as variables
from the Look up ticket and Look up user steps, respectively, to
streamline their ability to solve the ticket. In the following
example, all variables are
italicized:<pre class="pre codeblock"><code>Hi <em class="ph i">Employee details &gt; Supervisor Name</em>,

A time off request has been submitted in BambooHR for <em class="ph i">Requester &gt; Name</em> and requires your attention. Please respond as soon as possible.

Time off request summary:
- Start date: <em class="ph i">Ticket &gt; Start date</em>
- End date: <em class="ph i">Ticket &gt; End date</em>
- Notes: <em class="ph i">Requester &gt; Notes</em></code></pre>
</li>
</ol>
</li>
<li class="li">Click <strong class="ph b">Save</strong>.</li>
<li class="li">Click <strong class="ph b">Test</strong> to <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570#topic_uyj_qsw_3fc" target="_blank">test the action flow</a>.</li>
<li class="li">Click the options menu (<img class="image" id="topic_ih2_gjr_4hc__image_uls_2xf_dhc" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/options-menu-icon-small.png">) and select <strong class="ph b">Activate</strong> to begin using the
action flow to automatically submit a time off request in BambooHR when a
Zendesk ticket related to the request is approved.</li>
</ol>
</div>
</div>
</div>
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