Keep absence balance documents current
Reflect balance changes in the document people rely on for decisions and approvals.
Trigger
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.
Action
Update Document V2
Tool to update document properties. Use after confirming the document ID is valid.
Why this helps
Stale balance summaries create avoidable questions and corrections.
- Keep summaries accurate
- Reduce clarification requests
- Preserve a dependable record
Setup
Build it in a few focused steps.
- 1Connect Workday and Documenso once.
- 2Create an automation telling Notis to update the related Documenso document with the changed balance details.
- 3Choose Workday Absence Balance Changed as the trigger.
- 4Select a report channel and test with one changed balance.
Questions about this workflow
Does this change the Workday balance?
No. It updates the related Documenso document only.
Can it include the effective date?
Yes. Tell Notis to include the effective date in the document update.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Workday to Documenso. A trigger fires from one place; an action lands in another.
Workday triggers
Documenso actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document Fields
Tool to delete one or more fields from a document. Use when you have confirmed the field IDs to remove. Supports single-field and batch deletion.
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 Template
Tool to delete a template by ID.
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.
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Find Documents V2
Tool to find documents. Use when retrieving a paginated list of documents for operations requiring a document 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.
Get Template
Tool to fetch a template by ID.
Connect any two apps with Notis in the middle.
Workday and Documenso, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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