Pobl HR now works with Zapier

If your team already lives in Slack, Microsoft Teams, Google Sheets, Outlook, Gmail, Trello, Xero or Google Drive, you can put those tools to work alongside Pobl HR instead of retyping the same information into each one.

What can start a Zap?

A Zap is an automated workflow. Something happens in Pobl HR, Zapier picks it up, and the app you choose does the next step.

There are 14 triggers to start with, covering the moments that usually create follow-up work elsewhere:

Leave requests Leave request submitted, approved, rejected or cancelled.

Expense claims Expense claim submitted, approved, rejected or marked as paid.

Employee changes Employee created, made inactive, or portal access enabled or disabled.

Workplace updates Praise given, or an incident raised.

You choose the trigger, choose the action in the other app, turn the Zap on once, and it runs whenever that event happens.

A few useful places to start

You do not need a complicated setup on day one. One repetitive hand-off is enough.

When a leave request is submitted, send a message to the right Slack channel or Microsoft Teams chat so managers see it without another inbox to check.

When a new employee is added in Pobl HR, create an onboarding card in Trello ready for the team to pick up.

When an expense claim is marked as paid, add a row to Google Sheets so your working spreadsheet stays current without another copy and paste.

You decide which event starts the workflow, which app receives the information and what happens next. Switch individual Zaps on or off in Zapier whenever you like, and keep Pobl HR as the clear home for your people admin.

Try it out

Open the Company Settings page within Pobl HR, scroll to the bottom and click Install on Zapier. You can then build our your workflows selecting from a variety of triggers and test them in real time to ensure it works perfectly.

If you're unsure or get stuck, drop us a message in the Support section