PeopleForce offers powerful integration with the popular automation platform, Zapier. With the help of Zapier, you can connect PeopleForce with hundreds of other apps to automatically send tasks, receive notifications, and synchronize data.
How does it work?
Zapier connects your different services and automates processes based on triggers (e.g. when a certain event occurs in one of your services) and actions (e.g. send a letter to Gmail with notification). This means that when the trigger happens, Zapier will automatically perform the associated action.
Getting Started
To get started using PeopleForce and Zapier, you first need to sign up for a Zapier account. In the Settings go to Integrations, scroll down to find Zapier. Click the Visit button.
Don't see Settings or Integrations in your account? You might not have access to it. 🔒 Contact your system manager to find out whether you have the permission or not.
How to connect PeopleForce to Zapier?
Ready to take your productivity to the next level? With Zapier, you can connect PeopleForce to over 5000 of the most popular apps out there! To start, simply click the "Connect PeopleForce to 5,000+ apps" button and select your preferred authentication method.
How to create a new Zap and set up a trigger?
The first step to creating a Zap is choosing an event that will trigger an action. Look through the menu of options and find the one that fits your needs. Once you've selected the perfect event, click the "Continue" button to move on to the next step.
2. Now it's time to connect your PeopleForce account to Zapier! Start by navigating to the PeopleForce account field and selecting your account from the dropdown menu. If you don't have your People Force account connected, click "Sign In".
When you click that "Sign in" button, you'll be redirected to a new page. Before we can proceed, we need to make sure that Zapier has access to your PeopleForce account. Here's how:
Start by copying and pasting your PeopleForce workspace URL in this format: https://yourcompanyname.peopleforce.io
Next, generate an API key in your PeopleForce Settings by navigating to Security -> API Keys. Once you've generated the key, copy it and paste into the required field in Zapier.
Finally, click that "Continue" button to move on to the next step. Your PeopleForce account is now connected to Zapier.
So, we've set up the trigger, it's time to create the action that will be triggered by this event. To do this, just click on the "Continue" button and let Zapier guide you to the next step.
How to set up an action?
Now it's time to set up the action that Zapier will perform once the trigger event occurs. In this case, we want Zapier to send an email in Gmail every time a new employee is created in PeopleForce. Here's what you need to do:
Choose Gmail as the app you want to connect to in the Zapier dashboard.
Select the specific event you want Zapier to perform from the dropdown menu.
Once you've made your selections, click the "Continue" button to move on to the next step.
2. Let's connect your Gmail account to Zapier so that it can send those emails. Here's how:
Start by navigating to the Gmail account field and selecting your account from the dropdown menu. If you don't have your Gmail account connected, click "Sign In".
Grant Zapier access to your Google Account.
Once you've selected or connected your account, click the "Continue" button to move on to the next step.
3. Now let's set up an action itself.
Fill in all the necessary fields for the email, including the recipient's email address, the email subject, and the email body.
In the "Subject" and "Body" fields, you may use the placeholders provided by Zapier to add the additional information about the new employees, such as their name, email address, or position, etc.
Once you've filled in all the required information, click that "Continue" button to move on to the next step.
Now that you've filled in all the necessary fields for your action, it's time to test it out to make sure it works as expected. Here's how:
Scroll to the bottom of the page and click the "Test action" button to run a test of your action.
Once you've completed the test, review the results to ensure that your action was performed correctly.
Test email will be sent to the Gmail. Check your inbox to make sure the test email was successfully delivered.
5. Once you've tested your Zap and you're confident that it's working correctly, the final step is to publish it.
After you have successfully activated Zap, it will automatically start sending email notifications when a new employee is added to the PeopleForce system.
Zapier allows you to configure multiple actions for a given trigger. In this scenario, we can implement the action of inviting a new employee to a Slack channel through the "Invite User to the Channel" function in Slack or welcome the newcomer by using the "Send Channel Message" feature in Slack, etc.
Managing Zaps
You can view and manage all of your Zaps from the main Zapier dashboard. Here, you can edit the criteria of an existing Zap, duplicate an existing Zap, or delete a Zap.
Conclusion
Integrating Zapier with PeopleForce is a great way to automate your business processes and eliminate manual data entry. If you’re looking for a reliable and efficient solution, PeopleForce and Zapier are a great choice.