Creating workflows for BambooHR users (OAuth)

Create a workflow to get the status of BambooHR user accounts.

The users fetched in this workflow are BambooHR users, some of whom might not be linked to an employee record or listed in the BambooHR Company Directory. 

The request uses the BambooHR Get Users API.

Before you start

Create the integration. See Creating an integration for BambooHR users (OAuth).

Creating the workflow

1. Click Configuration > Workflows.
2. Click Add .
3. Search for users and select Users from the list. 
4. In the Information tab, add a name and description.
5. On the Begin block, click Edit . Add rules to target records. For example, set the Actions to Schedule and add a rule such as Email Equals [e-mail]. You can add rules to fetch user records matching an email address for a specific date. See Using the Begin block. 
6. Click the Blocks tab and drag and drop the API block onto the canvas.
7. On the API block tile, click Edit . 
8. Enter BambooHR to find the preset.
9. Select the Get Users Account Status for OAuth2.
10. Select the OAuth credentials that were created for OAuth. 
11. Enter the name of the field that you want to map the response to, for example User Status.
12. Enter your company subdomain. If you added your subdomain as a global variable, the field is populated with your company subdomain. 
13. Connect the blocks. 
14. Save, validate, and activate your workflow.

Create SaaS user workflows

Important
When you add the BambooHR user integration, user role information is automatically retrieved when Oomnitza syncs with BambooHR. You can also enable the Deactivate feature to deactivate users. When you enable the Deactivate feature, the following actions are completed when the integration runs:
- If a user record is missing from the data source - the vendor application - or if the record is marked as inactive in the data source, the user record is deactivated in Oomnitza.
- If a user record was deactivated and is now available in the data source, for example, the user logs into the SaaS application, the user record becomes active in Oomnitza.  

You can also create a SaaS User workflow in Oomnitza using the BambooHR User Role preset.  This preset assigns the licensed role "Licensed User" to a user if their Status is equal to "Active". The request uses the BambooHR Get Employee API. 

See Creating SaaS user workflows