Integrate Employment Hero with Gmail Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Employment Hero with Gmail using Pabbly Connect. This tutorial provides detailed steps to automate your HR processes effectively. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Introduction to Pabbly Connect for Integration

Pabbly Connect is an essential tool for integrating various applications seamlessly. In this tutorial, we will leverage Pabbly Connect to connect Employment Hero with Gmail, automating the process of sending welcome emails to new employees. This integration simplifies HR tasks and enhances communication.

To get started, log into your Pabbly Connect account. Once logged in, you will see a dashboard where you can create new workflows. This powerful platform allows you to set triggers and actions, making automation straightforward and efficient.

2. Setting Up the Trigger in Pabbly Connect

To initiate the integration, we need to set up a trigger in Pabbly Connect. The trigger will be based on a specific event in Employment Hero. For this tutorial, we will use the ‘Employee Created’ event as our trigger.

• Select Employment Hero as the trigger application.
• Choose the ‘Employee Created’ event.
• Copy the webhook URL provided by Pabbly Connect.

After completing these steps, you will receive a webhook URL. This URL acts as a bridge, allowing Employment Hero to communicate with Pabbly Connect. Make sure to save this URL for the next step in the integration process.

3. Configuring Employment Hero Webhook

Now that we have our webhook URL, the next step is to configure it in Employment Hero. Log into your Employment Hero account and navigate to the developer portal from your profile section.

• Select the ‘Webhooks’ option.
• Click on ‘Add Webhook’ to create a new webhook.
• Enter a name for your webhook, such as ‘New Employee Notification’.
• Paste the copied webhook URL in the designated field.
• Select the event ‘Employee Created’ to trigger this webhook.

Once you have entered all the necessary information, click on the ‘Create’ button. This action successfully sets up the webhook in Employment Hero, allowing it to send data to Pabbly Connect whenever a new employee is added.

4. Testing the Integration with a New Employee

With the webhook configured in Employment Hero, it’s time to test the integration. Go back to your Employment Hero account and add a new employee to trigger the webhook.

Click on the ‘Add Employee’ button. Fill in the employee’s details such as name, email, job title, and start date. Click on ‘Finish’ to create the employee.

Once the employee is created, go back to Pabbly Connect and check for the webhook response. You should see all the details of the newly created employee captured successfully. This confirms that the integration is working as intended.

5. Setting Up the Action to Send Welcome Emails

The final step in this integration is to set up the action that will send a welcome email through Gmail. In Pabbly Connect, select Gmail as the action application.

Choose the action event ‘Send Email’. Connect your Gmail account to Pabbly Connect. Customize the email template with the employee’s details.

After setting up the email parameters, test the action to ensure the email is sent successfully. This completes the integration process, and now every time a new employee is created in Employment Hero, a welcome email will be automatically sent through Gmail using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to integrate Employment Hero with Gmail using Pabbly Connect. This integration automates the process of sending welcome emails to new employees, enhancing efficiency in HR tasks. By following the outlined steps, you can streamline your HR processes effectively.