Archive approved client policy references without losing the handoff
Turn a confirmed policy reference handoff into a BambooHR company file upload, with the category and sharing details checked first.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Company File
Uploads a company file after confirming its category and sharing settings.
Why this helps
Important client policy references can remain in account conversations instead of reaching the company's HR file store.
- Make an approved file handoff easier to complete
- Require the file category and sharing intent up front
- Keep the source client context alongside the upload report
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and BambooHR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to use the webhook details to prepare an approved policy reference for BambooHR company file upload, and stop for review if the file, category, or sharing details are missing.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one approved real file and confirm its category and sharing settings.
Questions about this workflow
Can AgencyZoom send the file upload event directly?
No AgencyZoom trigger events are listed. An existing process must send the webhook and make the approved file available to the automation.
Does this create a file category automatically?
No. The selected action uploads a company file. Confirm the intended category and sharing details before running it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Bamboohr. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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