Turn approved hiring opportunities into BambooHR job openings
When a Salesforce opportunity signals an approved hiring need, Notis can prepare the BambooHR job opening from available details and flag gaps before creating it.
Trigger
New or Updated Opportunity
Triggers when a Salesforce Opportunity is created or updated.
Action
Create job opening post
Creates a new job opening in the bamboohr applicant tracking system. this endpoint allows you to set up a comprehensive job listing with detailed information about the position, requirements, and application process. use this when you need to post a new job opportunity, whether it's ready to be published or still in draft form. the endpoint captures essential job details and allows customization of the application form through various question fields. it's particularly useful for hr managers and recruiters who need to efficiently manage the hiring process. note that while you can create a job opening, this endpoint does not automatically publish or advertise the position; additional steps may be required to make the job visible to potential applicants.
Why this helps
Hiring needs captured during sales planning can get lost between opportunity reviews and the recruiting system.
- Carry approved hiring context into BambooHR
- Reduce duplicate entry when preparing a job opening
- Surface missing posting information for review
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 how to identify opportunities that represent approved hiring needs, what job opening details to use, and how to handle missing information.
- 4Pick the Salesforce New or Updated Opportunity trigger and choose where run reports should go.
- 5Test with one real approved hiring opportunity and review the BambooHR job opening.
Questions about this workflow
Will each opportunity create a job opening?
No. Instruct Notis to act only when an opportunity represents an approved hiring need. The Salesforce trigger can fire on creation or update.
Can Notis invent missing role details?
No. Provide the needed hiring criteria in your instruction or make the details available in Salesforce. Notis should flag missing information for review.
Does this publish the job opening?
The listed action creates a BambooHR job opening post. The trigger and action descriptions do not specify a separate approval or publication flow, so review the created record in BambooHR.
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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