Add BambooHR to your AI agent
BambooHR is a cloud-based human resources management system (HRMS) that helps businesses manage their employees, payroll, and benefits.
- Things your agent can do in BambooHR
- 42
Things your AI can do in BambooHR
Your FormWise AI can handle any of these in BambooHR — on its own, without you needing to click a button.
Get All Employees
PopularRetrieves all employees from the BambooHR employee directory including their basic information and status.
Get Employee
PopularTool to retrieve detailed information for a specific employee. Use when you need individual employee data by ID.
Get Meta Divisions
PopularTool to list all division metadata. Use after authenticating to fetch the account's divisions.
Create Candidate Application
Tool to create a candidate application. Use when adding a new applicant to a specific job opening in BambooHR ATS.
Create Job Opening
Tool to create a new job opening in BambooHR ATS. Use when you need to open a new job for applicants.
List Job Applications
Tool to list job applications with optional filters. Use when retrieving ATS applications for reporting or integration.
Get Benefit Coverages
Tool to retrieve standard benefit coverage options. Use when you need to fetch all or specific coverages before configuring benefit plans.
Get Member Benefit Events
Tool to list member benefit events. Use when you need to fetch all benefit events visible to the authenticated user.
Get Company EINs
Tool to retrieve company Employer Identification Numbers (EINs). Use when you need to fetch your account's EINs after authenticating.
Get Company Information
Tool to retrieve company information. Use when you need details about the current account's settings.
Create File Category
Tool to create new company file categories. Use when organizing company files by adding new categories after confirming desired names.
Create Time Off Request
Tool to submit a new time off request. Use after confirming employee ID and valid payload.
Show 30 more things it can do
List Datasets
Tool to list available datasets via the Datasets API. Use when you need to discover available dataset schemas before querying data.
Create Employee Dependent
Tool to add a dependent to an employee. Use when a new dependent needs to be recorded for benefits or HR tracking. Ensure the employee record exists before calling this tool.
Get All Employee Dependents
Tool to retrieve all employee dependents. Use after ensuring your API key has access to benefit settings.
Create Employee
Tool to create a new employee record. Use when adding employees via BambooHR API. Returns the new employee's ID.
Create Employee File Category
Tool to create new employee file categories. Use when organizing employee files by adding new categories after confirming desired names.
Get Changed Employees
Tool to get employees inserted, updated, or deleted since a given timestamp. Use when fetching incremental HR changes.
List Company Files
Tool to list company file categories and their files. Use when you need to retrieve all company files organized by category after confirming file inventory exists.
Upload Company File
Tool to upload a new company file. Use when you need to add a file to BambooHR after confirming its category and share settings.
Get Applicant Statuses
Tool to retrieve applicant statuses. Use when you need to list ATS statuses for your company; requires ATS settings access.
Get Custom Employee Fields
Tool to fetch custom employee field values. Use when you need to retrieve only custom fields for all employees.
Run Custom Report
Tool to run a custom report by ID or ad-hoc fields. Use when you need to execute a saved report or generate an ad-hoc report and retrieve its results in JSON or file format.
Get Employee Photo
Tool to retrieve an employee's profile photo by size. Use when you need to download the image binary for the specified employee after confirming their ID.
Get Hiring Leads
Tool to retrieve potential hiring leads (employees who can manage job openings) for use in creating a new job opening. The API key owner must have access to ATS settings.
Get Job Summaries
Tool to retrieve a list of ATS job summaries. Use when you need an overview of all job postings and their key details.
Get Departments Metadata
Tool to list department metadata. Use after needing all available department codes and names.
List Employment Status Metadata
Tool to list all employment status metadata. Use when you need all defined employment statuses for the company.
Get Meta Job Titles
Tool to retrieve job title metadata. Uses the list-field metadata endpoint and extracts the options for the `jobTitle` field.
Get Meta Locations
Tool to list location metadata. Use when you need all configured company locations for lookups.
Get Time-Off Types Metadata
Tool to list time-off type metadata. Use when you need to discover available time-off types before creating time-off requests.
Get Report
Tool to fetch a built-in or published report in JSON or other formats. Use when you need to retrieve report data or download report files after specifying the report ID and desired output format.
Get Time-Off Balances
Tool to retrieve time-off balances for employees. Use when you need current balances across your team.
Get Time-Off Policies
Tool to list time-off policies with accrual rates and details. This action retrieves policy configuration including accrual amounts, schedules, maximum accrual limits, and rollover settings. Use this action when you need to understand how time-off accrues for employees, distinct from checking current balances.
Get Time-Off Requests
Tool to list time-off requests within a date range. Use after confirming start and end dates; supports optional filters for status, employee, and time off type.
List Company Reports
Tool to list all available company and custom reports. Use after confirming account setup. Requires 'report' scope for OAuth or an API key with report access permissions.
Get Country Options
Tool to retrieve all available country options. Use when you need a complete list of selectable countries before updating or validating country fields.
Get List Field Details
Tool to get details for all list fields. Use when you need to discover list field options before using them.
Get Tabular Fields Metadata
Tool to list tabular table fields metadata. Use when you need standard table structures before accessing table rows.
Get Users
Tool to list active users with basic info. Use when you need to retrieve current users' IDs, names, and emails.
Update Employee
Tool to update fields on a specified employee record. Use when you need to modify employee properties via BambooHR API after confirming the target employee ID. Example: "Update employee 12345's department to Sales".
Update Time Off Request
Tool to update the status of an existing time-off request. Use when you need to approve, deny, or cancel a request after reviewing it. Example: "Approve time-off request 12345".
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once BambooHR is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in BambooHR, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches BambooHR for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive BambooHR work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect BambooHR to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find BambooHR in your connected apps
Inside FormWise, go to Settings → Connected Services and look for BambooHR.
- 3
Hit "Connect"
Click "Connect BambooHR" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in BambooHR
Build a quick AI Agent (it's like writing instructions, not code), and pick the BambooHR actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of BambooHR for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your BambooHR workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other BambooHR users had before signing up
Do I need to know how to code?
Not even a little. If you can use BambooHR today, you can set this up. You'll connect BambooHR, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your BambooHR login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect BambooHR or delete everything any time.
What happens when BambooHR updates their app?
We handle it. When BambooHR adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting BambooHR takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like BambooHR — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About BambooHR on FormWise
BambooHR is a cloud-based human resources management system (HRMS) that helps businesses manage their employees, payroll, and benefits.
Connect BambooHR once and your FormWise AI gets 42 things it can do inside it. That means your AI can handle the BambooHR work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to BambooHR? Take a look at www.bamboohr.com.
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Stop doing the BambooHR work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.