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Route newly eligible workers into a benefits group

Make benefits communication easier to target when eligibility changes.

Trigger

Worker Eligible Absence Type Changed

Triggers when a worker becomes eligible or ineligible for an absence type. This trigger monitors the list of eligible absence types for a specific worker and detects when new absence types are added (worker becomes eligible) or when absence types are removed (worker becomes ineligible). Uses snapshot-based diffing to compare the list of absence type IDs between polls. Note: Due to Workday security permissions, this endpoint typically only allows access to the authenticated user's own data.

Action

Add Group Member

Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.

Why this helps

Eligibility changes create follow up tasks that are easy to lose among HR administration.

  • Surface newly eligible audiences
  • Reduce manual HR outreach setup
  • Keep benefits groups organized

Setup

Build it in a few focused steps.

  • 1Connect Workday and ActiveTrail in Notis once.
  • 2Create an automation for eligibility based group additions.
  • 3Tell Notis which ActiveTrail group matches the absence type.
  • 4Pick Worker Eligible Absence Type Changed as the trigger.
  • 5Choose a report channel and test with one eligibility change.

Questions about this workflow

Can ineligible workers be removed too?

This action adds members. Use a delete group member workflow for a separate removal policy.

Can the absence type be included in the instruction?

Yes. Use it to select the appropriate group or report exceptions.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

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

Workday triggers

ActiveTrail actions

Recurring trigger

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

TriggerScheduled

Add Group Member

Tool to add a member to a group in ActiveTrail. Use when you need to add a contact to a specific group with their email and optional contact details.

ActionInstant

Webhook trigger

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

TriggerInstant

Get Contact Growth

Tool to retrieve executive report on contact growth showing daily active and inactive contact growth. Use when you need to measure the increase in amount of contacts over a date range.

ActionInstant

Absence Balance Changed

Triggers when a worker's absence balance changes. This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful changes.

TriggerPolling

Create or Update Group Member

Tool to create or update a member in a group. Use when you need to add a new contact to a specific group or update an existing member's details. The API will not return errors if the address is already in the group.

ActionInstant

Balance Details Changed

Triggers when details of a specific balance change (quantity, accruals, adjustments, etc.). This trigger monitors a specific worker's absence plan balance and detects any changes to the balance details including quantity available, effective date, position, or other related fields. Uses snapshot-based diffing to detect meaningful field changes.

TriggerPolling

Create a New Group

Tool to create a new group in ActiveTrail. Use when you need to add a new group to organize and segment contacts.

ActionInstant

Interview Feedback Submitted or Updated

Triggers when interview feedback is submitted or updated for a specific interview. This trigger monitors a specific interview and fires when new feedback entries are detected or existing feedback is modified.

TriggerPolling

Create Contact

Tool to create a new contact in ActiveTrail. Use when you need to add a new contact to the system. Note: Newly created contacts won't be linked to any group, making email/SMS delivery impossible until assigned to a group. Either email or sms must be provided.

ActionInstant

Job Posting Changed

Triggers when a specific job posting's details change (title, status, posting dates, location, etc.). This trigger monitors a single job posting and fires when any of its fields are modified.

TriggerPolling

Create Content Category

Tool to create a new content category in ActiveTrail account. Use when you need to add a new category for organizing campaigns and templates.

ActionInstant

Job Posting Questionnaire Changed

Triggers when a job posting's candidate questionnaire is added or changed. This trigger monitors a specific job posting's questionnaires and detects any changes including additions, removals, or modifications to questionnaires and questions. Uses snapshot-based diffing to detect meaningful changes.

TriggerPolling

Create New Mailing List

Tool to create a new mailing list in ActiveTrail. Use when you need to add a new mailing list to organize and manage contacts.

ActionInstant

New Absence Balance

Triggers when a new absence balance record becomes available for a worker. This trigger monitors a specific worker's absence balances and detects when new balance records appear (e.g., a new plan/bucket becomes available). Uses snapshot-based diffing to compare balance record IDs between polls.

TriggerPolling

Create Order

Tool to create new orders in ActiveTrail commerce system. Use when you need to add order records with customer information, products, and transaction details. Accepts an array of order objects for batch creation.

ActionInstant

Connect any two apps with Notis in the middle.

Workday and ActiveTrail, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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