Turn signed Box offers into BambooHR employee records
A completed offer is the start of onboarding. Let Notis carry its details into BambooHR so HR can move on to the next step.
Trigger
Box Sign Request Status Changed
Triggers when a Box Sign request's status or meaningful fields change. This trigger monitors a specific Box Sign request and fires when changes are detected in key fields like status, signer decisions, document readiness, or completion state.
Action
Create new employee
Creates a new employee record in the bamboohr system. this endpoint allows you to add a new employee to your company's hr database by providing essential information such as first name and last name. it's typically used when onboarding new hires or adding existing employees to the bamboohr system for the first time. the endpoint supports additional properties beyond the required fields, allowing for flexible and comprehensive employee data entry. however, it's important to note that this endpoint only initiates the employee record and may not include all possible employee information fields available in bamboohr.
Why this helps
After an offer is signed, someone still has to copy the new hire's details into BambooHR, and that handoff can slip during a busy hiring week.
- Reduce manual entry after an offer is signed.
- Keep the signed offer as the source for employee details.
- Surface incomplete or ambiguous information in the run report.
Setup
Build it in a few focused steps.
- 1Connect Box and BambooHR once in the Notis portal.
- 2Create an automation in the portal or tell Notis from any channel.
- 3In one instruction, ask Notis to create a BambooHR employee from completed offer details and report missing required information.
- 4Choose Box Sign Request Status Changed as the trigger.
- 5Choose a report channel, then test with one real completed offer.
Questions about this workflow
Does this workflow create an employee as soon as a Box sign request is created?
No. It runs when the sign request's status or meaningful fields change. In the instruction, have Notis proceed only when the request is completed.
What if the offer does not include all employee details BambooHR requires?
Tell Notis to report missing details instead of guessing. Supply any required information that is not present in the offer.
Can this workflow handle different offer templates?
Notis can interpret returned document details, but the instruction should state how to identify an offer and what to do when its structure is unclear.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Box to Bamboohr. A trigger fires from one place; an action lands in another.
Box triggers
Bamboohr actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Add benefit group employee record
This endpoint allows you to associate an employee with a specific benefit group in bamboohr for a defined period. it's used when you need to enroll an employee in a new benefits package or update their existing benefits enrollment. the association can be set for a specific time frame or left open-ended for ongoing enrollment. this tool is particularly useful for hr administrators managing employee benefits, especially during onboarding, annual enrollment periods, or when an employee's benefit status changes. note that this endpoint only creates the association; it doesn't provide details about the benefits themselves or handle the actual enrollment process in specific benefit plans.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create employee benefit entry
Creates or updates an employee benefit in the bamboohr system. this endpoint allows you to manage various aspects of an employee's benefit enrollment, including coverage details, financial contributions, and enrollment status. it's primarily used when setting up new benefits for an employee, making changes to existing benefits, or updating enrollment statuses. the endpoint is versatile, handling different types of benefits with various contribution structures for both employees and the company. it's important to note that while many fields are optional, they may be required depending on the specific benefit type and company policies. this endpoint should not be used for bulk updates or to retrieve benefit information; separate endpoints likely exist for those purposes.
Collaboration Details Changed
Triggers when a collaboration's details change (e.g., role, status, expiration). This trigger monitors a specific collaboration and detects when any meaningful field changes, such as role, status, expiration date, access type, or acknowledgment status.
Create employee dependent record
This endpoint allows you to create a new dependent for an existing employee in the bamboohr system. it is used to add family members or other individuals who are dependent on the employee, which is crucial for benefits administration, tax purposes, and other hr-related tasks. the endpoint requires detailed information about the dependent, including personal details, contact information, and status indicators. it should be used when onboarding new employees with dependents, updating family information, or managing benefits enrollment periods. note that some fields contain sensitive personal information, so ensure proper data security measures are in place when using this endpoint.
Comment Changed
Triggers when a comment's content or details change in Box. This trigger monitors a specific Box comment and detects when any meaningful field changes, such as message text edits, tagged message changes, or modification timestamp updates.
Modify employee withholding details
This endpoint updates an employee's withholding information for tax purposes in the bamboohr system. it allows modification of federal, state, and local tax withholding amounts, including any additional withholdings, as well as specifying the applicable tax state and local jurisdiction. this tool should be used when there are changes to an employee's tax situation, such as filing status changes, additional jobs, or relocation. it's crucial for maintaining accurate payroll calculations and tax compliance. the endpoint doesn't calculate tax amounts; it only updates the stored values based on the provided information. users should ensure they have the correct withholding information before making updates, as incorrect data may lead to under or over-withholding of taxes.
New File Comment Added
Triggers when a new comment is added to a file in Box. This trigger monitors a specific Box file and fires when new comments are detected.
Create employee direct deposit account
Updates the direct deposit account information for a specific employee in the bamboohr system. this endpoint allows you to modify existing direct deposit accounts or add new ones for an employee. it's particularly useful when an employee changes their bank account, adjusts their deposit allocations, or wants to split their paycheck across multiple accounts. the endpoint requires the company domain and employee id in the url path, and accepts an array of account objects in the request body, each detailing the specifics of a direct deposit account. this tool should be used with caution as it directly affects an employee's payment method, and any errors could result in payroll issues.
File Metadata Changed
Triggers when a file's metadata or properties change in Box. This trigger monitors a specific Box file and fires when changes are detected in key fields like name, description, size, modification time, parent folder, or status.
Post employee paystub details
Creates a new employee pay stub in the bamboohr system. this endpoint allows for the detailed recording of an employee's pay information for a specific pay period, including gross and net pay, taxes, deductions, and direct deposit allocations. it should be used when processing payroll to maintain accurate financial records for each employee. the endpoint captures both current pay period data and year-to-date totals, providing a comprehensive view of an employee's earnings and deductions. it's particularly useful for integrating external payroll systems with bamboohr, ensuring that hr records are synchronized with actual payroll data. note that this endpoint does not process actual payments; it only records the pay stub information in the bamboohr system.
File Shared Link Changed
Triggers when a file's shared link settings change in Box. This trigger monitors a specific Box file's shared link and fires when changes are detected in the shared link configuration, such as access level, permissions, password protection, expiration date, or vanity URL.
Create employee unpaid paystub
Posts unpaid pay stubs for a specific employee in the bamboohr system. this endpoint allows you to add or update information about pay periods for which an employee has not been paid. it's useful for tracking delayed payments, managing payroll discrepancies, or recording periods of unpaid leave. the function requires the employee's id and an array of unpaid period dates. use this when you need to update an employee's payroll record with periods that haven't been compensated yet. note that this endpoint doesn't process payments; it only records the unpaid periods for tracking and future processing.
New File Version Uploaded
Triggers when a new file version is uploaded to a file in Box. This trigger monitors a specific Box file and fires when new versions are detected.
Create company benefit
This endpoint creates a new company benefit in bamboohr. it allows hr administrators to set up various types of employee benefits, including health insurance, retirement plans, and reimbursement programs. the endpoint captures essential details such as benefit type, start and end dates, deduction information, and compliance with aca requirements. use this endpoint when adding a new benefit offering or updating an existing benefit with new terms. it's particularly useful during open enrollment periods or when changing benefit providers. note that this endpoint does not enroll employees in the benefit; it only sets up the benefit at the company level.
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When this happens · Trigger
Do this · Action
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