Keep HR changes from disrupting prospect ownership
Notis can check change requests for specified owners and connect relevant updates to the prospect context you provide, helping teams spot follow-up implications.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Change Requests
Retrieve change requests for a specific employee.
Why this helps
Employee role or department changes can leave account ownership and prospect context out of date.
- Surfaces requested employee changes for account owners
- Helps identify possible account follow-up needs
- Keeps HR review status visible without editing records
Setup
Build it in a few focused steps.
- 1Connect Aeroleads and Breathe HR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a clear name.
- 3Tell Notis to list change requests for the specified prospect owners and summarize possible effects on the supplied account context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real employee and account example and verify the matching change requests.
Questions about this workflow
Does this include all prospect owners automatically?
Only if you supply the owner list or a reliable mapping. The listed tools do not describe an Aeroleads ownership trigger.
Does it approve change requests?
No. It lists requests to support review.
What if a requested change does not affect account ownership?
Notis should summarize the request accurately and avoid claiming an account impact without supporting context.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Aeroleads to Breathe HR. A trigger fires from one place; an action lands in another.
Aeroleads 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.
Aeroleads and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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