Check BambooHR coverage options alongside benefits documents
Review available BambooHR coverages while the benefits document is already open for consideration.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Benefit Coverages
Retrieves available benefit coverage options.
Why this helps
Reviewers can spend time switching between enrollment paperwork and available coverage information.
- Bring standard benefit coverage options into document review.
- Help reviewers compare supplied election details with available options.
- Flag unavailable or ambiguous coverage details for follow-up.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and BambooHR once in Notis.
- 2Create an automation and describe retrieving relevant benefit coverages for the document review.
- 3Pick the Notis webhook trigger and send it when the document is ready.
- 4Choose where run reports go, then test with one real benefits document.
Questions about this workflow
Does this enroll an employee in a coverage?
No. It retrieves coverage options for review.
Will it know which plan the employee selected?
Only if the selection is included in the document or webhook context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Bamboohr. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Bamboohr actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Candidate Application
Creates a candidate application for a specific job opening.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Job Opening
Creates a job opening for applicants.
List Job Applications
Lists job applications for retrieval or reporting.
Get Benefit Coverages
Retrieves available benefit coverage options.
Get Member Benefit Events
Lists benefit events visible to the authenticated user.
Get Company EINs
Retrieves the account’s company Employer Identification Numbers.
Get Company Information
Retrieves information about the current account’s company settings.
Create File Category
Creates company file categories after their names are confirmed.
Connect any two apps with Notis in the middle.
ActiveMerge and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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