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When a bank account is updated in Employment Hero, update the record in Google Sheets

When an employee’s bank account is updated in Employment Hero, FlowMattic looks up that employee’s row in your Google Sheets spreadsheet and updates it with the new details you map.

Employment Hero Google Sheets

3 steps Setup ~5 min Used on 3.1k sites Free to import

The When a bank account is updated in Employment Hero, update the record in Google Sheets workflow on the FlowMattic canvas, with 3 steps across Employment Hero, Google Sheets
The workflow as it appears in the builder after import. Each step opens for editing.

What this workflow does

Payroll and finance teams sometimes keep a spreadsheet next to their HR system, for reconciliations, approvals or a payments checklist. When an employee changes their bank account in Employment Hero, that sheet goes out of date unless someone remembers to edit it. This workflow updates the employee's existing row instead.

The Employment Hero trigger is Bank Account Updated, which FlowMattic describes as firing when a bank account is updated. Bank accounts that are added or deleted are separate Employment Hero events and don't start this workflow.

Two Google Sheets steps do the work. Lookup Row Data searches your sheet for a value from the event, such as the employee ID kept in its own column. Update Row then changes that existing row with the data you map, so map the row found by the lookup and choose which columns get the new values. Both steps ship unmapped, and your sheet needs a column that holds a value Employment Hero also sends, or the lookup has nothing to match.

Only rows that already exist are updated; the workflow never adds one. Test with an employee who is in the sheet, and check Task History to see which row the lookup returned.

Payroll reconciliation sheet

A payroll officer keeps a sheet of employees and payment details for the monthly check, and changes made in Employment Hero show up on the right row.

Change log for finance approvals

A finance team adds a last-changed date column that this workflow fills, so they can review recent bank detail changes before the next pay run.

Contractor payment tracker

An agency that pays staff through Employment Hero keeps its payments tracker sheet aligned when someone switches banks.

How this workflow runs

What happens at each step once the workflow is on, and what you need before you import it.

  1. Step 1Trigger
    Employment Hero Bank Account Updated

    Fires when a bank account is updated in Employment Hero. The event's details, including which employee it belongs to, are passed on for the lookup.

  2. Step 2Action
    Google Sheets Lookup Row Data

    Searches your sheet for the employee's row. The step ships unmapped: pick the spreadsheet, the column that holds the employee identifier, and map that value from the trigger.

  3. Step 3Action
    Google Sheets Update Row

    Writes the new details into the row the lookup found. Map that row from the previous step and choose which columns receive the updated values.

What you need

  • FlowMatticCore
  • Employment Hero AccountAccount
  • Google Sheets AccountAccount

After importing, map your own data. To keep the template universal, not every step is pre-filled. Open each step in the builder and connect your accounts and fields (channels, lists, sheets, recipients) before you switch the workflow on.

Make it yours

Changes worth making after you import it.

  • Keep each employee's Employment Hero ID in its own column, so the lookup matches on a value that never changes rather than on a name.
  • Map only the columns your team needs into Update Row. Bank details are sensitive, so a date-changed column may be enough for many sheets, and you can limit who can open the spreadsheet.
  • Import a second copy on the Bank Account Created trigger with an Add New Row step, writing to the same sheet, so new accounts get a row the update workflow can find later.

Questions about this workflow

How does Google Sheets know which row belongs to the Employment Hero employee?

The Lookup Row Data step searches a column you choose for a value from the event, such as an employee ID. That value has to be in your sheet already for the row to be found.

Does it add a row for an employee who isn't in the sheet yet?

No. It only looks up and updates existing rows. Check Task History for any run where the lookup found nothing, and add that employee to the sheet.

Which bank details are written to the sheet?

Only what you map into Update Row. Run a test change in Employment Hero first to see which values the trigger sends, then decide what belongs in the sheet.

Import this workflow into your WordPress site

Download the JSON, import it from the Workflows screen and connect your accounts. Every run stays on your server, with no per-task fees.

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It's very straightforward, has a lot integrations and they work well. It is one thing to 'integrate' new external software, but integrating it well, with lots of options is where FlowMattic shines.

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Works within WordPress, so it can easily access any inbuilt WP functions or custom functions and use them in your flow. It's easy to use and already has many useful integrations built.