Turn processed expense documents into Breathe HR records
Pass expense details from an ActiveMerge document workflow to Notis and create an employee expense record in Breathe HR.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Employee Expense
Record an employee expense for reimbursement or as a company-paid expense.
Why this helps
Expense information captured in a document workflow may still need to be manually entered into the HR system.
- Reduce manual re-entry of expense details.
- Keep document processing connected to the HR expense record.
- Use run reports to see whether the handoff completed.
Setup
Build it in a few focused steps.
- 1Connect ActiveMerge and Breathe HR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for expense recording.
- 3Tell Notis to create a Breathe HR employee expense using the employee and expense details sent after an ActiveMerge expense document is processed.
- 4Pick the webhook trigger and arrange for the ActiveMerge workflow or its backend to send those details to the Notis webhook.
- 5Choose where run reports go and test with one real processed expense.
Questions about this workflow
Does this submit an expense claim for reimbursement?
No. It creates an employee expense record. Breathe HR has a separate action for grouping unclaimed expense records into an expense claim.
Can Notis extract the expense details directly from an ActiveMerge file?
This workflow uses the details sent in the webhook request. Arrange for the ActiveMerge workflow or a connected backend to provide the necessary employee and expense information.
What starts the automation?
The Notis webhook starts it when it receives an HTTP request. ActiveMerge does not expose a native trigger event in this package.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link ActiveMerge to Breathe HR. A trigger fires from one place; an action lands in another.
ActiveMerge triggers
Breathe HR actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Approve Leave Request
Approve a pending employee leave request.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Employee
Create a new employee record.
Create Employee Change Request
Create a request to change an employee’s information.
Create Employee Expense
Record an employee expense for reimbursement or as a company-paid expense.
Create Employee Expense Claim
Group unclaimed expense records into a new reimbursement claim.
Create Employee Sickness
Create a record of an employee’s sickness absence.
Delete Employee Expense
Delete an employee expense record.
Delete Employee Training Course
Delete an employee training course record.
Connect any two apps with Notis in the middle.
ActiveMerge and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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