Give role changes a clear team handoff
Turn a role transition into a practical list of work to coordinate, with relevant details available from BambooHR.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Why this helps
Role changes can require several team updates, but the handoff may be scattered across HR records and messages.
- Create a visible place to coordinate transition work.
- Keep relevant HR context attached to the handoff.
- Reduce dropped updates during role changes.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and Asana once in the Notis portal.
- 2Create an automation named for employee role change coordination.
- 3Tell Notis to use the role change details in the webhook request, retrieve relevant BambooHR context, and create an Asana transition task.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Test with one real, approved role change record and review the task for privacy and accuracy.
Questions about this workflow
Does this update BambooHR or change the employee's role?
No. The available Asana action creates a task. Make employee record changes through your authorized HR process.
Can the task include compensation details?
Only include sensitive information when your organization's access and handling policies allow it. A general transition task should usually omit it.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Asana. A trigger fires from one place; an action lands in another.
Bamboohr triggers
Asana actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add Followers to Task
Tool to add followers to a task in asana. use this tool when you need to add one or more users as followers to a specific task. this will notify them of updates to the task.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Supporting Relationship to Goal
Tool to add a supporting goal relationship to a goal. use when you want to link a project, task, portfolio, or another goal as a supporting resource to a specific goal in asana.
Add task to section
Adds an existing task to a section, optionally positioning it before or after another task in that section; if no position is specified, the task is added to the end.
Create Allocation
Creates a new allocation. use when you need to schedule or assign a specific amount of a user's time per week to a task or project within a defined period.
Create a project
Creates a new asana project, requiring either a `workspace` or `team` gid for association, and returns the full project details.
Create a tag in a workspace
Creates a new tag, with properties like name and color defined in the request body, within a specific asana workspace (using `workspace gid`); this tag helps categorize tasks, is confined to the workspace, and is not automatically applied to tasks.
Create task in asana with specific details
Creates a new asana task; requires 'workspace', 'parent', or 'projects' for association, and 'followers', 'projects', 'tags' are set only at creation.
Create Attachment for Task
Tool to upload an attachment to a task. use when you need to attach a file to a specific task in asana.
Connect any two apps with Notis in the middle.
Bamboohr and Asana, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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