Review prospect related expense claims with context
Send the prospect activity and employee context to Notis to bring relevant claims into one review, helping reduce back and forth when checking business expenses.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Employee Expense Claims
Retrieve employee expense claims.
Why this helps
Expense claims can be hard to assess when prospect activity and employee claim records are in separate places.
- Brings relevant claim records into an activity review
- Uses employee and claim state context supplied by the user
- Avoids changing financial records during a context lookup
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 Breathe HR expense claims for the specified employee and summarize claims relevant to the prospect activity details in the webhook.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real employee and activity example and confirm claim scope and state.
Questions about this workflow
Does this submit or approve expense claims?
No. The selected event lists claims for review; it does not create or approve them.
What context is needed?
Provide a reliable employee identifier, prospect activity details, and any claim state or period that should guide the review.
Can it determine whether a claim is valid?
It can summarize the records and supplied activity context, but validation requires the organization's expense policy and human review.
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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