Route benefits dependent details into the right BambooHR record
Turn a complete dependent intake into an HR record update, with unclear details sent back for review.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Employee Dependent
Adds a dependent to an employee after confirming the employee record exists.
Why this helps
Dependent information can be easy to lose between an intake form and the HR system that holds the employee record.
- Reduce manual copying of dependent details.
- Keep employee identification and dependent updates together in one handoff.
- Flag incomplete identity details for review.
Setup
Build it in a few focused steps.
- 1Connect Agility CMS and BambooHR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name and prompt.
- 3Describe the outcome: add the supplied dependent to the specified existing BambooHR employee and report any missing or uncertain details.
- 4Pick the notis_webhook trigger and choose where run reports should go.
- 5Test with one real example and verify the employee and dependent record.
Questions about this workflow
Does this workflow create the employee too?
No. The listed action adds a dependent to an existing employee record. Ensure the BambooHR employee exists and provide the correct employee identifier.
Does it make benefits or tax decisions?
No. It records supplied dependent details. HR should provide and verify the information and determine any benefits or tax implications.
How does it start?
A notis_webhook trigger starts it when an HTTP request is received; Agility CMS has no trigger event listed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agility cms to Bamboohr. A trigger fires from one place; an action lands in another.
Agility cms 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.
Agility cms and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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