Route balance detail changes to the right content
Help HR find the correct policy area when accruals or adjustments shift.
Trigger
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.
Action
Get Categories
Tool to get all categories. use when you need to list every category in a given locale.
Why this helps
Balance detail changes can be hard to route when policy information is spread across many categories.
- Improve policy routing
- Reduce manual category browsing
- Create a consistent review trail
Setup
Build it in a few focused steps.
- 1Connect Workday and Agility CMS in Notis once.
- 2Create an automation named Balance detail category check.
- 3Tell Notis to retrieve CMS categories and recommend the most relevant areas for the change.
- 4Pick the Workday Balance Details Changed trigger.
- 5Choose a report channel and test with one detail change.
Questions about this workflow
Does this update categories?
No. It retrieves categories and reports likely matches.
Can I include accrual terminology?
Yes. Add your internal terms to the automation instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Agility cms. A trigger fires from one place; an action lands in another.
Workday triggers
Agility cms actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Authors
Tool to retrieve all authors from an agility cms instance. use when you need the full list of authors for display or processing.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Categories
Tool to get all categories. use when you need to list every category in a given locale.
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.
Get Content Item
Tool to fetch details of a content item by content id. use when you need item fields and metadata from agility cms.
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.
Get Content List
Tool to retrieve a list of content items by reference name. use when you need to fetch and page through content list data with optional filtering, sorting, and link expansions.
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.
Get Content Models
Tool to retrieve content models and page modules. use when you need schema definitions to dynamically build content structures.
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.
Get Logs
Tool to retrieve sync items (logs) from agility cms. use after initial full sync to fetch updates.
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.
Get Page
Tool to retrieve details of a page, including metadata, content zones, and components. use after you know the page id to fetch.
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.
Get Page Modules
Tool to retrieve all page modules defined in the agility instance. use when you need only modular definitions without content models.
Connect any two apps with Notis in the middle.
Workday and Agility cms, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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