What is Zapier and how does it integrate with intelliHR?

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We've chosen to use Zapier as a tool to connect intelliHR with the other systems in your business. The below article is designed to walk you through setting up a Zapier account (free trials are a good way to test the waters) and how to begin connecting intelli with the rest of your tech landscape. Read on to find out more about Zapier and how it works with intelliHR.

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This article covers:

• What is Zapier?
• Helpful information when considering Zapier

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What is Zapier?

Zapier allows you to integrate intelliHR with the other software you use without relying on developers or cramming a computer science degree into your lunch break!

Zapier is an online automation tool that connects your favourite apps and software, such as intelliHR, Gmail, Outlook, Learning Management Systems(LMS), Applicant Tracking Systems (ATS), Spreadsheets (Sheets or Excel), and over 1,500 more. You can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration. It's easy enough that anyone can build their own app workflows with just a few clicks.

With Zapier, you can set up workflows that allow you to get intelliHR employee data into other software you use within the workplace to save you from double handling information.

For example, maybe you need to notify certain people like payroll when specific actions take place within intelliHR, such as every time you have a job update (change in title, business unit, remuneration, etc.) you put together an email to inform payroll and/or the manager of this change. Rather than doing this manually, with Zapier you can automate this by automatically generating an email highlighting the changes and the actions you require the recipient to do (update payroll system or communicate to the team), saving you time and effort.  For common examples of how our current customers are using Zapier click on our How are other customers using Zapier article here.

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Helpful Information When Considering Zapier

Exploring your tech landscape?

It’s worth exploring your current tech landscape before signing up for Zapier to maximise the benefit.

1. Look at the current software and apps used within your team or business and see if they are available on Zapier.

2. Check the ones that are on Zapier to see what triggers and actions are available for each one as this will be different for each software. 

3. Finally, look at your current blockers to see if any of the automation solutions offered within Zapier is going to create value or help you streamline your current processes. These blockers can be any of the following:

i) The manual delivery of information to other individual or groups.

ii) Double handling of information (e.g. logging training information, creating accounts within other apps, filling in contracts, etc.)

iii) Large amounts of manual data entry (bulk training information - historic and current)

Note: Contact your CSM if you have any questions or are considering setting up Zapier.