Update document fields from changed balance details
Keep structured leave paperwork accurate without editing every field by hand.
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 Document Fields
Tool to update one or more fields on a document. Use when you need to adjust properties of existing fields post-creation.
Why this helps
Small accrual or adjustment changes can make an otherwise correct form inaccurate.
- Maintain accurate fields
- Reduce repetitive edits
- Lower correction risk
Setup
Build it in a few focused steps.
- 1Connect Workday and Documenso once.
- 2Create an automation telling Notis which related document fields to update from the changed balance details.
- 3Choose Workday Balance Details Changed as the trigger.
- 4Choose a report channel and test with one balance update.
Questions about this workflow
Do I need to map every field?
No. Describe the intended result in plain language and identify the related document.
Can it update multiple fields?
Yes. Ask Notis to update all confirmed fields in one run.
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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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.
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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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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.
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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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