Review dependent intake and update BambooHR
Make dependent intake review a regular step, with clear reporting when details need follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Employee Dependent
Adds a dependent to an employee after confirming the employee record exists.
Why this helps
Benefits intake details can be overlooked when they need to be reviewed across campaign results and HR records.
- Create a predictable review routine for benefits intake.
- Avoid records based on incomplete campaign data.
- See missing employee or dependent details in run reports.
Setup
Build it in a few focused steps.
- 1Connect ActiveTrail and BambooHR once in the Notis portal.
- 2Create an automation in Automations, New Automation.
- 3Tell Notis to add dependents only from complete, authorized intake details tied to an identified employee.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real intake that is ready to record.
Questions about this workflow
Does this workflow enroll dependents in benefits?
No. It creates BambooHR dependent records. Benefit enrollment requires a separate action.
What if intake data is incomplete?
Instruct Notis to report the missing details and leave BambooHR unchanged.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveTrail to Bamboohr. A trigger fires from one place; an action lands in another.
ActiveTrail 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.
ActiveTrail and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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