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Notis

Record dependent details in BambooHR after approval

Carry approved dependent information to HR without retyping the details from a handoff.

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

Dependent information can be left out of HR records when benefits requests move between tools.

  • Reduces duplicate entry of dependent details
  • Uses an explicit approved handoff
  • Keeps dependent creation associated with an existing employee

Setup

Build it in a few focused steps.

  • 1Connect ActiveCampaign and BambooHR once in the Notis portal.
  • 2Create an automation in Automations, New Automation, and name it for dependent record handoffs.
  • 3Describe that an approved dependent handoff should create a BambooHR dependent for the supplied employee.
  • 4Pick the Notis webhook trigger and choose where run reports should go.
  • 5Test with one real approved handoff and verify the dependent record.

Questions about this workflow

Does BambooHR need an employee record first?

Yes. The employee record must exist before creating a dependent record.

Does the automation decide benefits eligibility?

No. Send the handoff only after the dependent details and any required approval have been confirmed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Active campaign 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.

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

When this happens · Trigger

Do this · Action

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