Include leave context in a prospect handoff
When ownership shifts, let Notis retrieve the leave request details supplied in the handoff context and make availability considerations visible to the receiving teammate.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Leave Request
Retrieve the details and status of a specific leave request.
Why this helps
A handoff can miss an existing leave request, leaving the next owner uncertain about timing and follow-up.
- Adds HR leave context to a handoff summary
- Helps receiving owners plan follow-up timing
- Uses a specific leave request ID rather than guessing
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 specified Breathe HR leave request and include relevant status and dates in the prospect handoff report.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real handoff and confirm the employee and leave request identifiers.
Questions about this workflow
What is needed to retrieve a leave request?
The workflow needs the specific Breathe HR leave request identifier or equivalent reliable context.
Will it change the leave request?
No. The selected event retrieves details only.
Can this create an Aeroleads handoff?
It can prepare a report using the supplied handoff details, but no Aeroleads action event is provided 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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