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Notis

Auto-Close Goals When Work is Done

Finish an issue linked to an employee goal, and Notis automatically marks that goal complete in Bamboohr. One less thing to remember.

Trigger

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

Action

Close employee goal

The closeemployeegoal endpoint allows you to mark a specific performance goal as completed or closed for an individual employee in bamboohr. this action is typically used when an employee has achieved their goal or when the goal period has ended. the endpoint provides the option to include a final comment, which can be useful for summarizing the outcome or providing context for the goal closure. it's important to note that this action is irreversible, so it should be used carefully and only when you're certain that the goal should be finalized. this endpoint is particularly useful for maintaining up-to-date performance records and facilitating performance review processes within the bamboohr system.

Why this helps

Goals remain open in Bamboohr long after the work is done, creating bloat and making active goals hard to identify.

  • Auto-close completed goals
  • Cleaner goal lists
  • Real-time progress tracking
  • Reduced manual updates

Setup

Build it in a few focused steps.

  • 1Connect Linear and Bamboohr to Notis
  • 2Create an automation: 'When a Linear issue related to an employee goal is marked as done, close that goal in Bamboohr'
  • 3Select 'Issue Updated' as your trigger
  • 4Pick your notification channel
  • 5Test by resolving a Linear issue linked to a goal and verifying it closes in Bamboohr

Questions about this workflow

How does Notis know which goal the issue relates to?

Reference the goal or employee name in the Linear issue title or description.

What if an issue is only part of a goal?

You can specify that in your prompt to require multiple issues before closing, or close goals manually for complex work.

Can goals be reopened?

Yes, closing a goal in Bamboohr doesn't delete it. Managers can reopen if needed.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Linear to Bamboohr. A trigger fires from one place; an action lands in another.

Linear triggers

Bamboohr actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

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.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

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.

ActionInstant

Comment Received Trigger

Triggered when a comment is received.

TriggerInstant

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.

ActionInstant

Issue Created Trigger

Triggered when a new issue is created.

TriggerInstant

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.

ActionInstant

Issue Updated Trigger

Triggered when an issue is updated. For example labels are changed, issue status is changed, etc.

TriggerInstant

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.

ActionInstant

Private Team Comment Created

Fires when a new comment is posted on an issue in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Private Team Issue Created

Fires when a new issue appears in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Private Team Issue Properties Updated

Fires when properties on an issue change in a private Linear team (polled with the connected user's token).

TriggerPolling

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.

ActionInstant

Connect any two apps with Notis in the middle.

Linear and Bamboohr, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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