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Reconcile training campaign results with BambooHR

Review campaign outcomes on a schedule and carry verified training completions into BambooHR.

Trigger

Recurring schedule

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

Action

Post employee training record

Why this helps

Training follow-up can require checking campaign results and updating employee records separately.

  • Bring campaign review and HR record keeping into one routine.
  • Record only completions explicitly supported by returned data.
  • Receive a report of ambiguous or incomplete results.

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 review available campaign results and add records only where completion and employee identity are explicit.
  • 4Choose a recurring schedule and where run reports should go.
  • 5Test with one real campaign result that confirms completion.

Questions about this workflow

Can campaign opens or clicks be treated as completion?

No. Notis should only create a training record when the returned data explicitly confirms completion.

What if ActiveTrail does not return employee identity?

The workflow should report that identity is missing and avoid creating a BambooHR record.

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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