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Notis

Reconcile verified historical leave into BambooHR

Handle documented historical leave in a regular review instead of leaving it buried in follow-up messages.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Update employee time off history

Why this helps

Past leave details can remain in old campaign follow-ups and never reach the employee history.

  • Provide a routine for reviewing historical leave details.
  • Add history only when the employee and dates are supported.
  • Report uncertain cases for human review.

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 a history item only for authorized, explicit historical leave details and a confirmed employee.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one verified historical leave item.

Questions about this workflow

Does this submit a new time off request?

No. The action adds an item to an employee's time off history for backfilling historical records.

Should a campaign response alone be treated as authorization?

No. The data should explicitly identify an authorized historical record. Unclear cases should be reported for review.

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.

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.

ActiveTrail and Bamboohr, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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