Create BambooHR employee file categories from onboarding workflows
Prepare the right employee file category when an onboarding document set is approved.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Employee File Category
Creates employee file categories after their names are confirmed.
Why this helps
Employee documents can be ready before the BambooHR filing structure exists to organize them.
- Reduce delays organizing new hire documents.
- Create a category based on an approved onboarding process.
- Report unclear or duplicate category names for review.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and BambooHR once in Notis.
- 2Create an automation and describe creating the approved employee file category.
- 3Pick the Notis webhook trigger and send it after onboarding approval.
- 4Choose where run reports go, then test with one real onboarding set.
Questions about this workflow
Does this upload the documents too?
No. This action creates an employee file category. Uploading a file is a separate action.
How should duplicate category names be handled?
Have the automation report a possible duplicate for review before creating a new category.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Bamboohr.