Turn goal planning rows into BambooHR goals
Capture an employee goal in your sheet and have Notis add it to BambooHR from the information provided.
Trigger
New Rows in Google Sheet
Simple polling trigger that monitors Google Sheets for new rows. Detects when new rows are added and returns the complete row data. Perfect for triggering any workflow based on new sheet entries.
Action
Add employee goal
This endpoint allows you to add a new goal for a specific employee in the bamboohr performance management system. it's used to create structured, trackable objectives that can be aligned with company strategies and shared among team members. the endpoint is particularly useful for setting up performance targets, professional development plans, or project-specific goals. it supports both simple goals and more complex objectives with multiple milestones, enabling detailed progress tracking and collaborative goal-setting within the organization.
Why this helps
Goals captured during planning can be overlooked when they need to be entered into the performance system.
- Move planned goals into the employee system
- Reduce follow-up after planning discussions
- See when a goal row needs more detail
Setup
Build it in a few focused steps.
- 1Connect Google Sheets and BambooHR once in the Notis portal.
- 2Create an automation and instruct Notis to add a BambooHR employee goal for each new planning row.
- 3Pick the Google Sheets New Rows trigger and choose where run reports go.
- 4Test with one real goal row and verify the goal details.
Questions about this workflow
Can Notis align the goal to company goals?
Only if the necessary context and alignment details are available. This action adds a goal; it does not fetch alignment options.
What should the planning row contain?
Include enough information to identify the employee and describe the goal. Missing required details may prevent the goal from being created.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Google Sheets to Bamboohr. A trigger fires from one place; an action lands in another.
Google Sheets 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.
Aggregate Metric Changed
Triggers when an aggregate metric (SUM/COUNT/AVG/MIN/MAX) changes in a Google Sheets spreadsheet. This trigger monitors an aggregate calculation on a target column (optionally filtered by a search column/value) and fires when the calculated result changes.
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.
Cell Range Values Changed
Triggers when values in a specified A1 range change in Google Sheets. This trigger monitors a specific cell or range of cells and fires when any values change.
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.
Conditional Format Rule Changed
Triggers when conditional formatting rules change in a Google Spreadsheet. Detects when rules are added, updated, or removed. Uses snapshot-based diffing to detect changes between polls.
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.
Data Validation Rule Changed
Triggers when data validation rules change (added/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Developer Metadata Changed
Triggers when developer metadata entries change (new/updated/removed) in a Google Spreadsheet. Uses snapshot-based diffing to detect changes between polls.
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.
Filtered Range Values Changed
Polling trigger that monitors Google Sheets filtered ranges for value changes. Uses snapshot-based diffing to detect when values matching a data filter change. Emits the matched values when changes 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.
Connect any two apps with Notis in the middle.
Google Sheets and Bamboohr, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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