Keep applicant follow-up connected to referral context
Get a scheduled view of applicants and relevant client or referral context so hiring follow-ups do not get lost across systems.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Job Applications
Lists job applications for retrieval or reporting.
Why this helps
Applicants and referral conversations are easy to review separately, leaving hiring context scattered when decisions are due.
- Bring applicant and referral context into one review
- Surface applications that need follow-up
- Keep hiring decisions and status updates with the responsible team
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 applications and AgencyZoom referral context to review, and ask it to prepare follow-ups without changing applicant status or making hiring decisions.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with one real hiring review period and check that the report includes only supported source details.
Questions about this workflow
Will Notis automatically decide which applicants to hire?
No. It can summarize available application and referral details and prepare follow-ups, but hiring decisions remain with your team.
Can AgencyZoom trigger this when a referral arrives?
No AgencyZoom triggers are listed. This workflow runs on a Notis schedule and uses the available data when it checks.
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.