Update proposal plans from balance detail changes
Keep planning details accurate as accruals and adjustments move.
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
Update Proposal
Tool to update a specific proposal's details. use after retrieving a proposal to apply changes.
Why this helps
Small balance adjustments can create larger scheduling and staffing mistakes.
- Catch meaningful adjustments
- Keep planning details aligned
- Reduce hidden scheduling errors
Setup
Build it in a few focused steps.
- 1Connect Workday and Bidsketch once in Notis.
- 2Create an automation for balance detail changes.
- 3Tell Notis to review the related proposal and revise affected planning details.
- 4Pick Workday Balance Details Changed as the trigger.
- 5Choose a report channel and test with one adjustment.
Questions about this workflow
Can the workflow focus on material changes?
Yes. Define the threshold or change types that should trigger a proposal revision in the instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Bidsketch. A trigger fires from one place; an action lands in another.
Workday triggers
Bidsketch actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Tool to create a client. use when adding a new client record to bidsketch.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Client
Tool to delete a client and all their proposals. use when you want to permanently remove a client and its associated proposals from your 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.
Delete Fee
Tool to delete a fee. use when a saved fee is no longer needed. use after confirming this fee isn't referenced in any live proposals.
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.
Delete Proposal
Tool to delete a proposal and all its content. use after confirming the proposal id to prevent accidental deletions.
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.
Delete Proposal Fee
Tool to delete a proposal fee. use when you need to remove an existing fee before finalizing or sending a proposal.
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.
Delete Proposal Section
Tool to delete a proposal section. use when you need to remove a section from a proposal after verifying its id.
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.
Delete Section
Tool to delete a section. use when you need to permanently remove a saved section after confirming its id.
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.
Delete Webhook
Tool to delete a webhook. use after obtaining the webhook id to remove it.
Connect any two apps with Notis in the middle.
Workday and Bidsketch, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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