Connect HR Partner and Vertex to Build Intelligent Automations
Choose a Trigger
When this happens...
New Employee
New Reminder
Choose an Action
Automatically do this!
- Request a new Action for Vertex
Enable Integrations or automations with these events of HR Partner and Vertex
Enable Integrations or automations with these events of HR Partner and Vertex
Triggers
New Employee
Triggers when a new employee is created
New Reminder
Triggers when a new reminder is create
Actions
Update Reminder
Updates a Reminder in HR Partner.
Delete Remainder
Delete a reminder completely from HR Partner.
Get all job
list all job
Get Employee
List all Employee
New Applicant
List all new job applicant
Add/Update Applicant
This action will add or update an applicant, including the job they applied for and the stage within that application.
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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Frequently Asked Questions
To start, connect both your HR Partner and Vertex accounts to viaSocket. Once connected, you can set up a workflow where an event in HR Partner triggers actions in Vertex (or vice versa).
Absolutely. You can customize how HR Partner data is recorded in Vertex. This includes choosing which data fields go into which fields of Vertex, setting up custom formats, and filtering out unwanted information.
The data sync between HR Partner and Vertex typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between HR Partner and Vertex. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About HR Partner
HR Partner is a comprehensive human resources management platform designed to streamline HR processes for businesses of all sizes. It offers tools for managing employee records, leave requests, recruitment, performance reviews, and more, all in one centralized location.
Learn MoreAbout Vertex
Vertex is a leading provider of comprehensive tax technology solutions, helping businesses manage their tax compliance and streamline their tax processes. With a focus on delivering accurate and efficient tax solutions, Vertex offers a range of services including tax calculation, reporting, and compliance management for various industries.
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