Palm.hr Zapier integrationAutomate Palm.hr with Zapier.
Palm.hr Zapier integration at a glance: 5 triggers, 0 actions, 0 searches. Every trigger is instant, so Palm.hr starts the Zap itself whatever your plan. The flip side: Zapier can read HR events from Palm.hr, but it cannot write anything back.
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What the Palm.hr Zapier integration is for
Palm.hr is an HR platform that keeps employee records, onboarding and internal news in one place. Connected to Zapier, the no-code tool that links apps together, it works one way only: Palm.hr reports five kinds of HR events, and other apps do something with them. Nothing flows back into Palm.hr.
Three outcomes that HR teams build from those five events. A team that never forgets a milestone. Employee Birthday and Employee Anniversary hand the day's celebrations to a chat tool or an email app, so managers get the reminder without checking a calendar. An onboarding checklist that starts itself. New Employee Onboarded can open a row in a tracking sheet, create accounts in other tools or warn IT, each in a later step. Records that stay in sync. Employee Updated passes a profile change on to the spreadsheet or the payroll tool that holds a copy, and New Announcement relays company news to the channels where people actually read it.
What Zapier does not do with Palm.hr matters just as much. There is no action, so a Zap cannot create an employee, edit a profile or publish an announcement in Palm.hr. There is no search either, so a Zap cannot look an employee up in Palm.hr partway through. Palm.hr is always the starting point, never the destination.
Weighing your options first? See Make vs Zapier and Zapier review.
Zapier vocabulary, in one minute
Seven words come up again and again below. Here they are once, in plain English, so the rest of the page reads straight through.
- Zap
- The automation you build on Zapier: one starting event, then one or more steps that run each time that event happens.
- Trigger
- The event in an app that starts the Zap. Once the Zap is on, Zapier waits for it. Palm.hr offers five, and nothing else.
- Action
- What the Zap does once it has started: the step that writes, sends or moves something for you, always in another app here.
- Task
- The unit Zapier bills. One task is one action completed successfully; the count on your plan is a count of those.
- Polling or instant
- A polling trigger is checked by Zapier on a timer. An instant trigger is reported by the app itself, which is the case for all of Palm.hr.
- Filter
- A step that lets the Zap carry on only when what arrived matches your condition, and quietly stops it otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action, a filter or a search makes it one, and it then needs a paid plan.
What Palm.hr Zaps cost
Palm.hr is not reserved for paid plans, so it runs on the free plan. And since it only offers triggers, Palm.hr itself never costs a single task.
- Free plan100 tasks a month
- Free plan Zap size2 steps: 1 trigger, 1 action
- Palm.hr on the free planYes, not a paid-only app
- Cost of a Palm.hr trigger0 tasks
The trigger is free; what you pay for is each successful action in the other apps. A failed action is not counted. The free plan gives 100 tasks a month and two-step Zaps: one Palm.hr trigger, one action. Add a second action or a filter, for instance to skip some departments, and the Zap turns multi-step, which needs a paid plan. The interval grid below only concerns polling triggers: all five Palm.hr triggers are instant, so it does not apply to them.
Connect Palm.hr to Zapier in three steps
- 01
Open the Apps page
In your Zapier account, open the Apps page and click + Add connection. A connection is your Palm.hr account linked once, then reused by every Zap built on it.
- 02
Pick Palm.hr
Search for Palm.hr in the dialog, select it and click Add connection. You need an existing Palm.hr account; Zapier links to it but never creates one for you.
- 03
Sign in and grant access
Sign in to Palm.hr in the tab that opens, then grant Zapier access to the account. If the Zap will read records you do not own, your Palm.hr user needs access to them.
Your first Palm.hr Zap
GoalLog every new hire in a tracking sheet, then tell the team in a chat channel.
- 01
Pick the trigger
Create a Zap, choose Palm.hr as the starting app and New Employee Onboarded as the event, then select your Palm.hr connection.
- 02
Test it on real data
Run the test. Zapier brings back the three most recent items of the connected account, so the mapping relies on a real new hire, not on made-up values.
- 03
Add the tracking row
Add a Google Sheets step to create a row and map the employee details Palm.hr returned into the columns of your onboarding sheet.
- 04
Add the team message
Add a Slack step for the welcome message. Two actions make this a multi-step Zap, so it needs a paid plan; on the free plan keep only one of them.
- 05
Test each step, then publish
Run each step once and read what came back before going further. Then publish the Zap to switch it on. An instant trigger shows a lightning bolt in the editor.
The five Palm.hr triggers
5 events start a Zap when something happens in Palm.hr, and 5 of them are instant: the app calls Zapier straight away, whatever your plan.
Employee Anniversary
Instant triggerIn Zapier“Triggers on a day when there is a new anniversary for an employee.”
Starts the Zap on the day an employee reaches a new work anniversary with the company. Use it to turn seniority into a small, visible moment rather than a date buried in an HR file.
Employee Birthday
Instant triggerIn Zapier“Triggers on a day when there is an Employee's birthday.”
Fires on the day of an employee's birthday. Pair it with a chat tool or an email app and nobody depends on a shared calendar to remember it.
New Employee Onboarded
Instant triggerIn Zapier“Triggers when a new employee is onboarded.”
Kicks off when a new employee is onboarded in Palm.hr. It is the natural first step of an onboarding workflow: what follows can log the hire, alert IT or send a welcome email from another app.
Employee Updated
Instant triggerIn Zapier“Triggered when an employee data is updated.”
Runs each time employee data changes in Palm.hr. It keeps a copy of the record elsewhere honest, for example a staff directory in a spreadsheet or a list kept by finance.
New Announcement
Instant triggerIn Zapier“Triggers when a new announcement is created.”
Triggers when someone creates an announcement in Palm.hr. The news then travels to the places your staff already read, instead of waiting for them to open the HR platform.
When a Palm.hr Zap breaks
Zapier attaches no help article to Palm.hr and no app-specific limit is documented. The failures to plan for are the ones every Zap shares.
Three cases to keep in mind before going live. If something still goes wrong, start with Zapier troubleshooting.
No catch-up on history
The Zap only reacts to events after it is switched on. Past hires, past birthdays and old announcements are never replayed; moving that backlog is a separate job.A loop through another app
A Zap that writes into the very place its own trigger watches sets itself off again and again. Palm.hr has no action, but chained Zaps elsewhere can still loop.Bulk onboarding held back
A trigger that suddenly sends a huge batch, after a bulk import or a migration of staff records, can be held back by Zapier's flood protection.
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