Keep benefit event follow-up visible
Review available benefit events with context from the pages you choose, in one concise update.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Member Benefit Events
Lists benefit events visible to the authenticated user.
Why this helps
Benefit event follow-up can slip when important dates and reference material live in different places.
- Retrieve member benefit events available to the authenticated user.
- Review only the selected public reference pages.
- Call out dates or details that require verification.
Setup
Build it in a few focused steps.
- 1Connect AgentQL and BambooHR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the pages to review and how their details relate to retrieved benefit events.
- 4Pick a recurring schedule and choose where run reports go.
- 5Test with one real reference page and review the summary.
Questions about this workflow
Does it change enrollment or benefit settings?
No. It retrieves benefit events and summarizes selected reference material.
Will it know which events apply to an employee?
Only if the returned event data identifies that. The instruction should ask it to mark uncertain applicability.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agentql to Bamboohr. A trigger fires from one place; an action lands in another.
Agentql 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.
Agentql and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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