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Notis

Carry benefits handoff details into BambooHR

Capture the dependent details from an authorized handoff and add them to the right employee record in BambooHR.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Employee Dependent

Adds a dependent to an employee after confirming the employee record exists.

Why this helps

Benefits details shared during a project or onboarding handoff can require careful re-entry into HR records.

  • Reduce repeated entry of dependent details
  • Check that the employee record is identified first
  • Keep sensitive updates tied to an explicit authorized request

Setup

Build it in a few focused steps.

  • 1Connect AccuLynx and BambooHR once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and give it a name.
  • 3Tell Notis to create a dependent only from an authorized HR handoff, confirm the employee identity and required details, and flag missing information before writing.
  • 4Pick the webhook trigger and choose where run reports should go.
  • 5Test with one approved example and review the BambooHR result.

Questions about this workflow

Can any AccuLynx project note create a dependent record?

No. The prompt should require an explicit, authorized HR handoff and complete identifying information.

What happens if the employee cannot be matched?

Notis should stop and report that the employee identity needs confirmation instead of creating a record.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Acculynx to Bamboohr. A trigger fires from one place; an action lands in another.

Acculynx triggers

Bamboohr actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Candidate Application

Creates a candidate application for a specific job opening.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Job Opening

Creates a job opening for applicants.

ActionInstant

List Job Applications

Lists job applications for retrieval or reporting.

ActionInstant

Get Benefit Coverages

Retrieves available benefit coverage options.

ActionInstant

Get Member Benefit Events

Lists benefit events visible to the authenticated user.

ActionInstant

Get Company EINs

Retrieves the account’s company Employer Identification Numbers.

ActionInstant

Get Company Information

Retrieves information about the current account’s company settings.

ActionInstant

Create File Category

Creates company file categories after their names are confirmed.

ActionInstant

Connect any two apps with Notis in the middle.

Acculynx and Bamboohr, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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