Keep candidate follow-up notes with BambooHR applications
Close the loop on recruiting follow-up by adding a completed Salesforce task's useful context to the matching BambooHR application.
Trigger
Task Created or Completed
Triggers when a Task is created or when its status changes to Completed in Salesforce. Supports optional filtering by task Status or Subject.
Action
Post applicant comment
This endpoint allows you to post a comment on a specific application in bamboohr's applicant tracking system. it's used to add notes, feedback, or any relevant information to an applicant's file during the recruitment process. the endpoint requires the company domain and application id to identify where the comment should be added, along with the comment text itself. it's particularly useful for collaboration among hiring team members, documenting interview feedback, or noting important details about an applicant. this function should be used whenever there's a need to update an application with new information in a comment format. note that this endpoint only handles adding comments and does not provide functionality for reading or modifying existing comments.
Why this helps
Hiring feedback recorded in Salesforce can be hard for recruiters to find when they are reviewing an application in BambooHR.
- Keep candidate follow-up context near the application
- Reduce manual copying of completed task notes
- Flag records without a reliable application match
Setup
Build it in a few focused steps.
- 1Connect Salesforce and BambooHR once in the Notis portal.
- 2Create an automation from any channel or in Automations, New Automation.
- 3Tell Notis which completed hiring tasks to use, how to identify the BambooHR application, and what information belongs in the comment.
- 4Pick the Salesforce Task Created or Completed trigger and choose where run reports should go.
- 5Test with one real completed hiring task and verify the comment appears on the intended application.
Questions about this workflow
Can this add a comment for any Salesforce task?
Instruct Notis to use only tasks related to recruiting. The Salesforce trigger can fire when a task is created or completed, and supports optional Status or Subject filtering in the event description.
What does Notis need to find the right application?
It needs a reliable BambooHR application ID or another usable lookup path provided by your available records. If it cannot identify the application confidently, tell it to report the issue instead of commenting.
Will the full task record be copied?
Tell Notis what useful outcome or details to include. The workflow adds a comment to an application; it does not create or update an application.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Salesforce to Bamboohr. A trigger fires from one place; an action lands in another.
Salesforce 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.
Account Created or Updated
Triggers when an Account is created or updated in Salesforce. Uses LastModifiedDate high-watermark to capture both creations and updates.
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.
Contact Updated
Triggers when an existing Salesforce Contact record is modified. Emits changed fields alongside relevant timestamps.
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.
Record Updated (Generic SObject)
Triggers when monitored fields change on any Salesforce SObject. You specify the SObject type and which field values should be returned in the payload. The trigger uses SystemModstamp to detect changes regardless of which specific field changed.
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.
New Contact Trigger
Triggers when a new Contact is Created in Salesforce.
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.
New Lead Trigger
Triggers when a new Lead is created in Salesforce.
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 or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
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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