Upload an approved company file to BambooHR
Move a ready-to-file company document into BambooHR with its category and sharing instructions confirmed.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Upload Company File
Uploads a company file after confirming its category and sharing settings.
Why this helps
Company documents wait in handoff limbo when the file, category, and sharing decision are not carried together.
- Keep filing instructions with the upload request.
- Reduce manual document handoffs.
- Record whether the upload action ran.
Setup
Build it in a few focused steps.
- 1Connect your AI workflow and BambooHR once in the Notis portal.
- 2Create an automation that uploads only approved files with confirmed category and sharing settings.
- 3Pick a webhook trigger for the ready-to-file document.
- 4Choose a report destination and test with one approved company file.
Questions about this workflow
Can it choose the sharing settings?
Supply the intended settings in the approved request. Do not rely on the automation to infer access permissions.
Can it upload employee-specific files?
This workflow uses the company-file upload action. Use an appropriate employee-file process for employee documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Ai ml api to Bamboohr. A trigger fires from one place; an action lands in another.
Ai ml api 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.
Ai ml api and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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