Keep prospect follow-up covered during leave
Give Notis the prospect owners and account context, then receive a scheduled view of relevant leave requests so the team can plan follow-up coverage.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Leave Requests
Retrieve a specific employee’s leave request history.
Why this helps
Prospect follow-ups can stall when an account owner is away and no one has a clear view of the timing.
- Surfaces leave requests for specified prospect owners
- Helps teams plan follow-up before an absence
- Connects account context with HR timing in one report
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 list leave requests for the specified prospect owners and summarize potential follow-up coverage needs using the supplied account context.
- 4Choose a recurring schedule and where run reports should go.
- 5Test with one real owner and account example and verify the employee match and leave dates.
Questions about this workflow
How does Notis know which employees own prospects?
Supply the owner mapping or relevant employee identifiers. The listed Aeroleads context does not provide an ownership trigger.
Does it notify prospects about the absence?
No. It reports internal coverage context; no Aeroleads outreach action is listed.
Can it identify leave request details?
Yes. The listed employee leave request event retrieves leave request history for a specific employee.
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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