This automation scenario allows you to connect Zoho People, AssessTEAM, and Gmail.
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in Zoho People
Triggers when a record is added in a specific form.
Then these actions happen in Gmail and Gmail
This action is used to get persons report based on your selected criteria.
Create and send a new email message.
This guide contains information on how to set up an automatic workflow that allows to Create a new Zoho People in AssessTeam as persons.
Part I
First, we need to connect Zoho People, AssessTEAM and Gmail to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Zoho People to Zapier.
Give Zapier access to your Zoho People account, using Zoho People credentials.
Connect AssessTEAM to Zapier.
Give Zapier access to your AssessTEAM account, using AssessTEAM credentials.
Connect Gmail to Zapier.
Give Zapier access to your Gmail account, using Gmail credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Zoho People
Choose the following trigger: New Record (Triggers when a record is added in a specific form.).
Then set up an Action for AssessTEAM
Choose this action: Get Persons Report (This action is used to get persons report based on your selected criteria.).
Then set up another Action for Gmail
Choose this action: Send Email (Create and send a new email message.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Zoho People, AssessTEAM and Gmail.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create a new Zoho People in AssessTeam as persons!
Triggers when a new e-mail appears in the specified mailbox.
Triggers when you receive a new email that matches a search string you provide.
Triggers when you label an email.
Triggers when you receive a new attachment (triggers once per attachment).
Triggers when a new email is received to be processed according to specified criteria.
Triggers when you receive a new email and star it within two days.
This action is used to add a new person.
Adds a record to a form.
Adds a new record in the selected form.
This action is used to add a new timesheet.
This action is used to get performance indicators report based on your selected criteria.
Does a check-in and/or check-out in Zoho People.
Employee Performance Management
An employee performance evaluation and productivity analysis software
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