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Notis

Create BambooHR dependent records from completed forms

Carry the submitted dependent details into BambooHR without retyping the form.

Trigger

Webhook received

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

Action

Create Employee Dependent

Adds a dependent to an employee after confirming the employee record exists.

Why this helps

Dependent information captured during benefits paperwork can remain outside the employee's HR record.

  • Reduce repeated entry of submitted dependent details.
  • Keep the employee record connected to benefits administration.
  • Flag missing employee identification or dependent details.

Setup

Build it in a few focused steps.

  • 1Connect ActiveMerge and BambooHR once in Notis.
  • 2Create an automation and describe adding the dependent to the identified employee record.
  • 3Pick the Notis webhook trigger and send it when the form is complete.
  • 4Choose where run reports go, then test with one real dependent form.

Questions about this workflow

What does the workflow need to identify the employee?

Provide an employee identifier in the document or webhook context so the dependent is attached to the right record.

Does this update benefit coverage too?

No. It creates a dependent record; coverage changes require a separate benefits action.

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.

TriggerScheduled

Create Candidate Application

Creates a candidate application for a specific job opening.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Job Opening

Creates a job opening for applicants.

ActionInstant

List Job Applications

Lists job applications for retrieval or reporting.

ActionInstant

Get Benefit Coverages

Retrieves available benefit coverage options.

ActionInstant

Get Member Benefit Events

Lists benefit events visible to the authenticated user.

ActionInstant

Get Company EINs

Retrieves the account’s company Employer Identification Numbers.

ActionInstant

Get Company Information

Retrieves information about the current account’s company settings.

ActionInstant

Create File Category

Creates company file categories after their names are confirmed.

ActionInstant

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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