Keep prospect document work tied to the right Algodocs account
Make account context explicit when prospect data changes.
Trigger
Prospect Profile Changed
Triggers when a specific prospect's profile details change (contact info, status, type, source, level, tags, etc.). This trigger monitors a single prospect and fires when any of its core profile fields are modified.
Action
Get Current User
Tool to retrieve current user information. Use after authenticating with your API key to verify identity.
Why this helps
Profile updates can trigger document work under an unclear or incorrect connected account.
- Confirms the current document account
- Adds an audit trail to profile changes
- Flags identity issues early
Setup
Build it in a few focused steps.
- 1Connect Workday and Algodocs once in Notis.
- 2Create an automation named Prospect profile account context.
- 3Tell Notis to retrieve the current Algodocs user and report whether the account context is suitable for this prospect workflow.
- 4Pick Workday Prospect Profile Changed as the trigger and choose a private report channel.
- 5Test with one profile update.
Questions about this workflow
Will it expose sensitive prospect details?
Only the details included in the event and the report channel you choose.
Can it update the Algodocs account?
No. It only verifies current user information.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Algodocs. A trigger fires from one place; an action lands in another.
Workday triggers
Algodocs actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Get Current User
Tool to retrieve current user information. Use after authenticating with your API key to verify identity.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
List document data extractors
Tool to list document data extractors. Use when you need identifiers and names of all extractors in your AlgoDocs account.
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.
List folders
Tool to list folders. Use when you need to retrieve all folder IDs and their hierarchy. Must be called after obtaining an API key.
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.
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.
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.
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.
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.
Connect any two apps with Notis in the middle.
Workday and Algodocs, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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