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Zapier

 

This article explains how to integrate Zapier with Personio. The Zapier integration allows you to integrate Personio with over 5000 applications. Once connected, you can create automated workflows (called Zaps) across multiple applications without any coding.

Available functionalities

Each Zap has two components:

  • Trigger: This component defines the trigger of an automated task.
  • Action: This component defines the actions that automatically follow the trigger.

For example, you can create an automated workflow between Personio and Google Sheets. If you create a new attendance period in a Google sheet, the new attendance period is automatically created in Personio.

Polling Triggers: These events are used as the trigger of an event, in a defined target application.

Personio supports the following trigger events:

  • New employee
  • Updated employee
  • New attendance period
  • Updated attendance period
  • New time off period
  • New job published

Actions: These events are triggered in another system and create or update something in Personio.

Personio supports the following actions:

  • Create employee
  • Update employee
  • Create attendance period
  • Update attendance period
  • Create time off period
  • Create candidate
  • Upload file

See Zaps for Personio for some examples of how these triggers and actions can be used.

Pre-requisites for a successful integration

Before integrating Zapier, ensure the following is in place:

  • Create a Zapier account 
  • The Tray.io, Inc checkbox is activated via Settings > Support > Subscription & Billing > Data Protection Information.

Connect Zapier and generate API credentials

Start the Zapier set up directly in Personio's Marketplace with the Configuration Wizard. Follow these steps:

  1. In Personio, go to Marketplace, then search for and select the Zapier integration.
  2. Click Connect to open the Configuration Wizard.
  3. Click Generate new credentials.

Note
To ensure that the integration works, we recommend that you allow Zapier full Read and Write access to the scopes Employees, Attendances, Time off, Documents and select all readable employee attributes. For more information on how to do this, read our Help Center article on how to generate and manage API credentials.

Authenticate Personio

Next, select Go to Zapier website directly in the Configuration Wizard to authenticate Personio and finish the installation process on the Zapier website. You will need the client ID and Client secret provided in the Configuration Wizard. Follow these steps:

  1. Log into your Zapier account. 
  2. Go to Apps, click Add connection, then search for and select Personio.
  3. Copy and paste the client ID that you generated in Personio into the Client ID field.
  4. Copy and paste the secret that you generated in Personio into the Client Secret field.
  5. If you want to use the Recruiting API for the Zapier integration, you must do the following
    • In the Subdomain field, enter your Personio account name (https://myaccount.app.personio.com).
    • In the Company ID field, enter your Company ID.
    • In the Recruiting API Key/Access Token field, enter the Access token of your Recruiting API key.
    • Click Yes, Continue to Personio. It will then be possible to create zaps.

Zaps for Personio

We offer you a selection of Zap templates for Personio to help you get started. Zap templates are ready-made Zaps for publicly available Zapier integrations, with the apps and core fields pre-selected.

Below you can find six templates that have proven useful to our customers. For an overview of all available templates, go to our Marketplace.

Create new Personio employees based on newly completed DocuSign envelopes (Use this Zap)

  • Trigger: an envelope is sent or completed in DocuSign.
  • Action: Personio tries to find an employee based on the email address, but there is no match.
  • Action: a new employee is created in Personio.

Create a request in Jira for new Personio employees (Use this Zap)

  • Trigger: a new employee is created in Personio.
  • Action: a request is created in Jira with the defined site, project and request type, and the request fields are filled with information from the new employee.

Add new Personio employees as watchers of Jira issues (Use this Zap)

  • Trigger: a new employee is created in Personio.
  • Action: Jira finds the user that is associated with the new Personio employee profile.
  • Action: the user is added as a watcher to the chosen Jira issue.

Add new Personio job as posts to WordPress (Use this Zap)

  • Trigger: A new job is added in Personio.
  • Action: A new post is created on your WordPress site.

Invite new Personio employees to a Slack channel (Use this Zap)

  • Trigger: a new employee is created in Personio.
  • Action: Slack finds the relevant existing user based on the email address.
  • Action: the user is invited to join the chosen channel.

You must be a member of the channel to invite others.

Troubleshooting the Zapier Integration

If you identify any bugs related to the integration, follow these steps:

  1. Open a support ticket with Zapier.
  2. Contact our Customer Support team via Personio. Go to Help in your Personio account, search for Zapier and click Contact us on the relevant page.
    1.  

Note
It's important that you contact both Personio and Zapier so that we can resolve the issue as soon as possible.

 

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