Clarify leave cancellations in prospect handoffs
If a handoff mentions a cancelled leave request, Notis can retrieve the original request so the new owner has the right dates and context.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Leave Request Cancelling
Retrieve the original leave request associated with a cancellation request.
Why this helps
A cancelled absence can leave stale availability assumptions in account handoffs and planning notes.
- Resolves a cancellation reference to the original leave request
- Helps prevent stale availability assumptions
- Keeps handoff context grounded in HR 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 retrieve the original leave request associated with the cancellation reference in the webhook and add relevant context to the handoff.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real cancellation example and confirm that the original request is the correct one.
Questions about this workflow
What does the cancellation lookup return?
It retrieves the leave request that is being cancelled, providing the original request context.
Does it cancel or restore leave?
No. The selected event is a retrieval action only.
What is required to use it?
The handoff needs a reliable reference to the cancellation request and enough context to connect it to the right prospect owner.
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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