Create screening customers from complete prospect files
Make approved screening logistics ready when the file is complete.
Trigger
New Prospect Resume Attachment Added
Triggers when a new resume/attachment is added to a specific prospect profile. This trigger monitors a prospect's resume attachments and fires when new attachments are detected.
Action
Create Customer
Tool to create a new customer. use when onboarding a new client and you have verified their details. example: create 'jane doe' with email jane@doe.com.
Why this helps
A complete candidate file can still require manual customer setup before equipment or space is booked.
- Create records at the right readiness point
- Reduce repeated contact entry
- Keep screening logistics moving
Setup
Build it in a few focused steps.
- 1Connect Workday and Booqable once in Notis.
- 2Create an automation for approved screening customer setup.
- 3Tell Notis to create a Booqable customer only when the resume event includes approved contact details and screening context.
- 4Pick the Workday New Prospect Resume Attachment Added trigger.
- 5Choose a report channel and test with one qualifying attachment.
Questions about this workflow
Is a resume alone enough?
No. The instruction should require approval and complete customer details.
Can it attach the resume to Booqable?
No. It creates the customer record from available details.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Booqable. A trigger fires from one place; an action lands in another.
Workday triggers
Booqable actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Customer
Tool to create a new customer. use when onboarding a new client and you have verified their details. example: create 'jane doe' with email jane@doe.com.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Order
Tool to create a new order. use after collecting valid customer id and timing details. example: create an order for customer '297f2584-...' starting at '2018-01-01t09:00:00z'.
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.
Create Product Group
Tool to create a new product group in booqable. use when you have defined the group's name and pricing details and want to organize items under a shared group.
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 Customer
Tool to delete (archive) a customer by id. use after confirming the customer should be hidden from searches.
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 Order
Tool to delete (archive) an order by id. use when you need to hide completed or canceled orders from active listings.
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 Product Group
Tool to delete a product group by id. use when you need to permanently remove a product group from your catalog after confirming its identifier.
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 Customer
Tool to fetch a specific customer by id. use after obtaining a customer identifier to retrieve full customer details.
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 Customers
Tool to retrieve a list of customers. use when you need to paginate through customers.
Connect any two apps with Notis in the middle.
Workday and Booqable, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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