Review BambooHR benefit events alongside enrollment documents
Keep relevant benefit events in view while processing an enrollment document.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Member Benefit Events
Lists benefit events visible to the authenticated user.
Why this helps
Benefit events and enrollment paperwork often live in separate workflows, making follow-up harder to track.
- Bring visible benefit events into the enrollment review context.
- Reduce repeated searches for benefit event information.
- Summarize returned events in the workflow report.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and BambooHR once in Notis.
- 2Create an automation and describe retrieving benefit events for the enrollment review.
- 3Pick the Notis webhook trigger and send it when the document is finalized.
- 4Choose where run reports go, then test with one real enrollment document.
Questions about this workflow
Does this create or update a benefit event?
No. It lists benefit events visible to the authenticated user.
Will it return events the connected user cannot access?
No. Results depend on the authenticated user's access.
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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