Integrations Directory 
Paylocity
Paylocity is an award-winning cloud-based HR and payroll software solution designed to simplify the process for small to medium-sized businesses.
- Users
- Projects
- Tasks
- Chats
- Files
- Notifications
AI Operation Agent
Company Data
Company Knowledge
→
AI Decision Framework
→
AI Operation Tools
Your Business Process
Use Paylocity for your operation
Financial Statement/Reporting
Prepare and submit financial statements and reports for compliance and analysis.
ModuleFinance & Accounting
EntityCustom Entity
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Demo/Free Trial Request
Allow users to request product demos or free trials, signaling strong buying intent.
ModuleSales
EntityContact
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Lead Nurture Workflow
Automatically send follow-up emails or content based on lead behavior.
ModuleMarketing
EntityMarketing Automation / Workflow
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Leave / Time-Off Request
Submit and track PTO, sick leave, or other time-off requests, including approval workflow.
ModuleHuman Resources
EntityTime-Off Request
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