Bring the expense record into prospect follow-up
When a follow-up depends on a particular expense, Notis can retrieve its Breathe HR details so the relevant record is available in context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Employee Expense
Retrieve details of a specific employee expense.
Why this helps
A follow-up can stall while someone searches for the expense record referenced in a prospect conversation or internal note.
- Retrieves a specific expense record by ID
- Keeps supporting details close to follow-up context
- Reduces time spent searching for a referenced expense
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 retrieve the Breathe HR expense specified in the webhook and include relevant returned details in an internal follow-up report.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real expense reference and confirm the retrieved employee and expense.
Questions about this workflow
What is required for this lookup?
A specific Breathe HR expense ID is needed to retrieve the record.
Does it change or delete the expense?
No. This action retrieves expense details only.
Can it link an expense to a prospect automatically?
Only if the webhook context supplies that relationship. Aeroleads trigger events are not listed here.
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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