Bring employee benefits context into an internal handoff
When an authorized internal review requires benefits context, Notis can retrieve the specified employee's Breathe HR benefits and summarize the returned details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Employee Benefits
Why this helps
An internal handoff can require HR context that is difficult to retrieve quickly while handling prospect work.
- Retrieves benefits for a specified employee
- Keeps relevant context in an internal report
- Reduces manual lookup during handoffs
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 benefits for the specified Breathe HR employee and include only relevant returned details in an authorized internal report.
- 4Choose the webhook trigger and where run reports should go.
- 5Test with one real employee reference and verify that the report channel is appropriate.
Questions about this workflow
Why is employee identification required?
The selected event retrieves benefits for a specific employee, so Notis needs a reliable employee ID or match.
Should benefit details be shared in a broad channel?
Use a report channel intended for authorized recipients and request only the details needed for the handoff.
Does this modify benefits?
No. The selected event reads benefit records only.
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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