Move submitted time off details into BambooHR on schedule
Give PTO intake a predictable handoff, with incomplete requests called out for follow-up.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Time Off Request
Submits a time-off request after confirming the employee ID and validating the request data.
Why this helps
Time off requests collected in content workflows can sit untouched when nobody remembers to transfer them to HR.
- Review request intake on a consistent schedule.
- Submit requests only when employee and request details are valid.
- Surface incomplete entries for a person to resolve.
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: review supplied PTO requests, submit valid ones in BambooHR, and report records with missing or invalid details.
- 4Pick the notis_cron trigger, set its recurring schedule, and choose where run reports should go.
- 5Test with one real example and verify the request and report in BambooHR.
Questions about this workflow
Can the schedule find PTO requests inside Agility CMS by itself?
The schedule starts the automation, but no Agility CMS trigger event is available here. Supply the request details or connect an appropriate intake process to the workflow.
Will it approve the requested time off?
The listed BambooHR action creates a time off request. It does not represent approval of that request.
What happens if a request is missing details?
The prompt should ask Notis to report the missing or invalid information for follow-up rather than submit an incomplete request.
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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