Record employee training completions from Drive certificates
Keep training history current by turning completion certificates into BambooHR records.
Trigger
File Created
Triggers when a new file is created in Google Drive.
Action
Post employee training record
This endpoint allows you to create a new training record for a specific employee in the bamboohr system. it's used to document completed training sessions, including details such as the completion date, cost, instructor, duration, credits earned, and any additional notes. this tool is essential for maintaining accurate employee development records, tracking professional growth, and ensuring compliance with training requirements. it should be used whenever an employee completes a training session, workshop, or course that needs to be officially recorded in their hr file. the endpoint requires the company domain and employee id as part of the url, ensuring that the training record is associated with the correct employee in the appropriate company account.
Why this helps
Certificates saved in Drive do not automatically become visible in an employee's BambooHR training history.
- Keep employee training history up to date.
- Avoid re-entering certificate details by hand.
- Identify certificates that lack the information needed for a record.
Setup
Build it in a few focused steps.
- 1Connect Google Drive and BambooHR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to create a BambooHR training record from each new completion certificate, using only details in the certificate and flagging missing employee or course information.
- 4Choose the Google Drive File Created trigger.
- 5Choose a report channel and test with one real certificate.
Questions about this workflow
Can it identify the employee from the certificate?
Notis can use identifying information present in the file. If it cannot confidently identify the employee, it should flag the record for review.
Can the workflow invent a course date or cost?
No. It should only use details available in the certificate or instruction and report any missing values that are needed.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Drive to Bamboohr. A trigger fires from one place; an action lands in another.
Google Drive 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.
Comment Added (Docs/Sheets/Slides)
Triggers when a new comment is added to Google Docs, Sheets, or Slides.
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.
File Created
Triggers when a new file is created in Google Drive.
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.
File Deleted or Trashed
Triggers when a file is moved to trash or permanently deleted in Drive.
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 Shared (Permissions Added)
Triggers when new sharing permissions are granted to a file or folder. Uses Drive's `changes.list` endpoint with inline `permissions` in the `fields` mask so each change carries the file's current permission set provider-atomically. We diff that against `seen_permission_keys` to identify newly added grants. Drive page tokens are the primary cursor; if Drive rejects a stored token, the trigger raises `PollingTriggerError` without clearing state rather than silently re-baselining and dropping events. Limitation: truly ephemeral permissions (added and revoked between two polls without any other file modification in between) are not detected. Drive Activity API would catch those but requires an additional OAuth scope and a different payload contract.
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 Updated
Triggers when a file's metadata or content changes in Google Drive.
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.
Google Drive Changes
Triggers when changes are detected in a Google Drive.
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.
Connect any two apps with Notis in the middle.
Google Drive and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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