Carry dependent intake into BambooHR
Keep dependent information collected in Agile CRM from becoming a forgotten HR task. Notis can check intake on a schedule and add the dependent once the employee record and required information are confirmed.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Employee Dependent
Adds a dependent to an employee after confirming the employee record exists.
Why this helps
Dependent details collected outside the HR system can require repeated follow-up and manual re-entry, especially when an employee record is not yet available.
- Reduce manual transfer of dependent intake.
- Avoid creating a dependent without an existing employee record.
- Report incomplete submissions for a clear follow-up.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and BambooHR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3In one instruction, ask Notis to find new dependent intake and add a BambooHR dependent only when the existing employee and required dependent details are confirmed; report anything incomplete.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one real intake and check the resulting record.
Questions about this workflow
Can it add a dependent if the employee is not in BambooHR yet?
The instruction should require an existing employee record before adding a dependent, and report cases where it cannot confirm one.
Does Agile CRM provide a native event trigger here?
No. This workflow uses a recurring Notis schedule to check Agile CRM for relevant intake.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Bamboohr. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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