Keep Probation Check-Ins on the Calendar
Make an important employee check-in easier to remember and prepare for.
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
Milestone conversations can slip when managers have to calculate dates and track reminders separately.
- Identify upcoming milestones from employee records.
- Send a timely prompt to the supplied manager contact.
- Reduce date tracking and manual reminders.
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 to find employees approaching the probation milestone you specify and send the supplied manager an approved reminder template.
- 4Pick a recurring schedule as the trigger and choose where run reports go.
- 5Test with one real employee milestone and confirm the template is approved.
Questions about this workflow
Does BambooHR define a probation period for every employee?
Use the dates or milestone rules present in your BambooHR data, and supply any probation interval that is not recorded there.
Can Notis schedule the review meeting?
This workflow sends a reminder only. It does not create a calendar event.
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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