Catch account handoffs when employee details change
A scheduled check can surface HR changes that might affect AgencyZoom client ownership, giving the team a clear review list.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Changed Employees
Retrieves employees added, updated, or deleted since a given time.
Why this helps
Employee departures or role changes can leave client accounts assigned to someone who is no longer the right contact.
- Spot employee changes that may affect client relationships
- Create a focused account review list
- Keep ownership changes subject to human confirmation
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 retrieve employees changed since the previous check, identify possible AgencyZoom account ownership impacts, and prepare a review list without changing client ownership automatically.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real employee change and verify that the report distinguishes confirmed facts from possible impacts.
Questions about this workflow
Can BambooHR changes trigger this immediately?
This package uses a Notis schedule because no AgencyZoom triggers are available and the selected BambooHR action is a read-oriented changed-employees retrieval.
Will it reassign AgencyZoom accounts?
No. The workflow prepares a review list. Ownership changes require a confirmed decision and are not supported by the selected BambooHR action.
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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