Record completed employee training from ActiveMerge certificates
Put completed training on the employee record while the certificate is already being processed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Post employee training record
Why this helps
Training certificates are easy to file and forget, leaving employee training histories incomplete.
- Reduce separate certificate and training record updates.
- Keep completion details attached to the employee history.
- Flag certificates missing completion details for review.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and BambooHR once in Notis.
- 2Create an automation and describe adding a training record from the finalized certificate.
- 3Pick the Notis webhook trigger and send it when the certificate is ready.
- 4Choose where run reports go, then test with one real training certificate.
Questions about this workflow
Does the certificate action identify the employee automatically?
The employee must be identifiable from the provided document or request context. Review the report if it is ambiguous.
Can it invent training details not on the certificate?
No. Supply any required details that the certificate does not include.
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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