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Notis

Carry approved project changes into employee records

A routine review can surface approved changes recorded during project work and help keep BambooHR employee data aligned.

Trigger

Recurring schedule

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

Action

Update employee table row

Why this helps

Employee details may change during project work, while HR updates wait in a separate queue.

  • Catch approved changes during a predictable review
  • Require a known employee and table row
  • Get a report when the destination is unclear

Setup

Build it in a few focused steps.

  • 1Connect Agiled and BambooHR once in the Notis portal.
  • 2Create an automation and describe how to apply only explicitly approved employee table changes.
  • 3Pick a recurring schedule as the trigger.
  • 4Choose where run reports should go.
  • 5Test with one approved change and confirm the intended employee row.

Questions about this workflow

Will it infer HR changes from project notes?

No. It should apply only changes explicitly marked as approved and supported by the source details.

What if multiple employee rows could match?

The workflow should report the ambiguity and skip the update until the correct row is identified.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Agiled to Bamboohr. A trigger fires from one place; an action lands in another.

Agiled triggers

Bamboohr actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Candidate Application

Creates a candidate application for a specific job opening.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Job Opening

Creates a job opening for applicants.

ActionInstant

List Job Applications

Lists job applications for retrieval or reporting.

ActionInstant

Get Benefit Coverages

Retrieves available benefit coverage options.

ActionInstant

Get Member Benefit Events

Lists benefit events visible to the authenticated user.

ActionInstant

Get Company EINs

Retrieves the account’s company Employer Identification Numbers.

ActionInstant

Get Company Information

Retrieves information about the current account’s company settings.

ActionInstant

Create File Category

Creates company file categories after their names are confirmed.

ActionInstant

Connect any two apps with Notis in the middle.

Agiled and Bamboohr, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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