Send approved HR policies from ActiveMerge to BambooHR
Keep approved company policies available in BambooHR without a second upload step.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Company File
Uploads a company file after confirming its category and sharing settings.
Why this helps
Approved policies can get lost between document workflows and the HR file library.
- Reduce manual handling of approved policy files.
- Keep the approved document tied to the HR file process.
- Get a report if a file category or share setting needs confirmation.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and BambooHR once in Notis.
- 2Create an automation and describe uploading the approved policy document.
- 3Pick the Notis webhook trigger and send it after policy approval.
- 4Choose where run reports go, then test with one real approved policy.
Questions about this workflow
Can this create a new file category automatically?
This workflow uses the BambooHR company file upload action. Confirm the category and sharing details in advance.
When should the webhook be sent?
Send it after the policy has been approved and its final document is ready in ActiveMerge.
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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