Make Employee Record Reviews Easier to Track
Put periodic record reviews into a repeatable reminder instead of relying on memory.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Send template message
Send a template message to a whatsapp number.
Why this helps
Periodic employee data reviews are easy to postpone when there is no visible next step.
- Use a review rule defined for your organization.
- Send a consistent reminder to the supplied HR contact.
- Make a recurring administrative task easier to remember.
Setup
Build it in a few focused steps.
- 1Connect BambooHR and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Tell Notis which employee records to review using your rule and send the supplied HR contact an approved reminder template with a concise summary.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real record and confirm the template is approved.
Questions about this workflow
Does BambooHR provide a universal review-due field?
Not necessarily. Specify the review rule or date source your organization uses if it is not recorded in the employee data.
Will this change employee records?
No. It sends a reminder for HR to review the records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Bamboohr to Whatsapp. A trigger fires from one place; an action lands in another.
Bamboohr triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Bamboohr and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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