Spot missing employee details that affect client coverage
Review employee fields that support account coverage in one pass and follow up on gaps before they interrupt client work.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Custom Employee Fields
Retrieves custom field values for all employees.
Why this helps
Missing or outdated team details can make it harder to know who is ready to support key AgencyZoom accounts.
- Identify missing employee data tied to coverage needs
- Give HR a focused follow-up list
- Avoid assuming fields or values not returned by BambooHR
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 which BambooHR custom fields and AgencyZoom coverage needs to compare, and ask it to flag missing values without changing employee records.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real employee review and confirm the fields match your intended coverage rules.
Questions about this workflow
Will it create missing custom field values?
No. The selected action retrieves custom employee fields. Use the report to identify gaps for HR to resolve.
Does it know which fields indicate client readiness?
You must name the fields and coverage rules. Notis should report missing field data rather than infer readiness.
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
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.