Check the BambooHR company file library from a document workflow
Check the company file library while finalizing a document, so existing material is easier to find.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Company Files
Lists company file categories and their files after confirming the file inventory exists.
Why this helps
Teams may create duplicate or misplaced company files because checking the HR library takes another step.
- Make the existing file inventory visible during document work.
- Help reviewers spot relevant categories and existing files.
- Keep the lookup and its summary in one run report.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and BambooHR once in Notis.
- 2Create an automation and describe retrieving and summarizing the company file inventory.
- 3Pick the Notis webhook trigger and send it when the document is finalized.
- 4Choose where run reports go, then test with one real document workflow.
Questions about this workflow
Does this upload or replace a company file?
No. It lists company file categories and files for review.
Can it decide whether a document is a duplicate?
It can compare the returned inventory with details supplied in the request, but it should report uncertainty for review.
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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