Paylocity and Salesflare

How to connect Paylocity

Paylocity operations on Make

Triggers (5)

Start a workflow when this happens

  • Watch Employee Change — Triggers when an employee’s information is updated.
  • Watch New Hire — Triggers when a new employee is added.
  • Watch Payroll Processed — Triggers when payroll is successfully processed for a company.
  • Watch Termination — Triggers when an employee is terminated.
  • Watch Time Off Approval — Triggers when a time off request is approved for an employee.

Actions (9)

Things Salesflare can make it do

  • Get Company Information — Returns details about a specific Payroll entity.
  • Get Direct Deposits (WebLink) — Returns main direct deposit and all additional direct deposits for the selected employee
  • Get Local Taxes (WebLink) — Returns all local taxes with the provided tax code for the selected employee.
  • Get Sensitive Data (WebLink) — Returns sensitive data information for a specific employee.
  • Get a Deduction (WebLink) — Returns information about a deduction for a specific employee.
Show 4 more actions
  • Get an Employee — Returns information about a specific employee.
  • Get an Employee (WebLink) — Returns information about a specific employee.
  • Get an OpenAPI Documentation (WebLink) — Returns the OpenAPI document customized for a specific company.
  • Make an API Call (WebLink) — Perform an arbitrary authorized API call

Searches (12)

Look up existing records

  • List Company Codes — Returns a list of company codes.
  • List Cost Center Codes — Returns a list of all cost center codes.
  • List Deductions (WebLink) — Returns all deductions for the selected employee.
  • List Earnings (WebLink) — Returns all earnings for the selected employee.
  • List Earnings by Code (WebLink) — Returns a list of earnings with the provided earning code for the selected employee.
Show 7 more searches
  • List Employee Pay Statement Details By Year (WebLink) — Returns a list of pay statement records for a specified company, employee, and year.
  • List Employee Pay Statement Details by Check Date (WebLink) — Returns a list of employee pay statement records for a specified company, employee, year, and check date.
  • List Employee Pay Statement Summaries by Check Date (WebLink) — Returns a list of pay statement summaries for a specified company, employee, year, and check date.
  • List Employee Pay Statement Summaries by Year (WebLink) — Returns a list of pay statement summaries for a specified company, employee, and year.
  • List Employees (WebLink) — Returns a list of employees by company.
  • List Employees by Company — Returns a list of employees by company.
  • List Local Taxes (WebLink) — Returns all local taxes for the selected employee

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free