Connect Relate to Hibob

Both apps 34Relate 22Hibob 12

• Trigger
  Contact Created

  Triggers when a new contact is added in Relate.

• Trigger
  Entry Created

  Triggers when a new entry is added to a Relate list or process.

• Trigger
  Entry Updated

  Triggers when an entry in a Relate list or process is added or changed.

• Trigger
  New Recorded Meeting

  Triggers when a new recorded meeting is added in Relate (only meetings with at least one completed recording appear).

• Trigger
  Note Created

  Triggers when a new note is added in Relate.

• Trigger
  Organization Created

  Triggers when a new organization is added in Relate.

• Action
  Create Contact

  Creates a contact in Relate from a first name and/or email address, optionally linked to an organization.

• Action
  Create Note

  Creates a note on an organization in Relate, optionally linked to a deal.

• Action
  Create Organization

  Creates an organization in Relate from a name and/or website domain.

• Action
  Delete Contact

  Deletes a Relate contact.

• Action
  Delete Note

  Deletes a note in Relate.

• Action
  Delete Organization

  Deletes a Relate organization.

• Action
  Find Contact

  Finds a contact in Relate by email address or phone number and returns the first match.

• Action
  Find Entry From Organization Process

  Finds an organization's entry in a Relate process by organization ID.

• Action
  Find Note

  Returns the most recently updated notes in Relate, optionally only those updated after a given time; the first note is also returned on its own.

• Action
  Find Organization

  Returns Relate organizations, most recently updated first, optionally only those updated after a given time. The first organization's fields are also returned on their own.

• Action
  Get Contact

  Returns one Relate contact by its ID.

• Action
  Get Organization

  Returns one Relate organization by its ID.

• Action
  Get Recording

  Returns a meeting recording from Relate with its AI summary, topics, action items and transcript (summary and transcript are empty until processing is done).

• Action
  Update Contact

  Updates a Relate contact's name or email addresses.

• Action
  Update Note

  Updates a note's text or linked deal in Relate.

• Action
  Update Organization

  Updates a Relate organization's name or domains.

• Action
  Add employee

  Creates a new employee in Bob with their name, email, site and start date, and optionally their department and job title.

• Action
  Add time off request

  Submits a new time off request for an employee in Bob, in days, hours or a per-day schedule.

• Action
  Delete time off request

  Cancels an existing time off request for an employee in Bob.

• Action
  Find employees

  Finds employees in Bob by email or employee ID, or returns all accessible employees when both are blank.

• Action
  Get employee

  Returns one employee's record from Bob, looked up by employee ID or email, including any requested custom fields.

• Action
  Get time off balance

  Returns an employee's time off balance for a policy type as of a given date, including taken days, adjustments and annual allowance.

• Action
  Get time off request

  Returns the full details of one time off request for an employee in Bob, including its type, dates, duration, status and approval details.

• Action
  List company lists

  Returns all company lists in Bob (such as departments, sites and job titles) with their items.

• Action
  List employee fields

  Returns the metadata of every employee field defined in Bob, including the company's custom fields.

• Action
  List employee work history

  Returns an employee's work history: every entry in their Work table, such as job title, department, site and reporting line changes with effective dates.

• Action
  Terminate employee

  Terminates an employee in Bob, setting their status to Terminated as of the termination date you specify.

• Action
  Update employee

  Updates fields on an existing employee's record in Bob; fields you leave blank are unchanged.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.