Zapier is a platform that helps you set up trigger actions for events, as well as linking your apps together to create workflows for day-to-dayevents. By creating "zaps" or action events, you can create an automatic process that helps you accomplish your regular daily tasks with minimal work on your part.
For more information about how Zapier works, see the following page on the Zapier website .
When you integrate Zapier with Zenefits, you can use the integration to:
- Set up work flows and trigger actions for items in Zenefits (such as an employee needing a laptop due to being hired)
Setting up a Zapier integration
You can set up your Zapier integration by selecting the Add an App option on the main dashboard and then selecting Zapier from the list.
You'll need to have administrator permissions on the Zapier account that you want to link in order to set up the integration.
You'll also need to grant permissions to Zapier for the following items in Zenefits:
- Basic company information
- Employee employment information
- Employees' basic information
- Company locations
- Company departments
Once you've granted these permissions, you'll be taken to the Zapier site to complete the setup. Once the setup is completed, the green Connected status will appear under the app's icon .
Using the Zapier integration
Once Zapier and Zenefits are synced, the Zapier app will show up in your main administrator dashboard. You can use it by clicking it and then selecting Manage. In the integration, you'll be able to see which employees are synced in Zapier, manage them in Zapier through the Manage option, or disconnect Zapier from Zenefits through the Disconnect option.