Bring employee benefits context into staffing reviews
When a staffing discussion needs benefits context, retrieve the relevant Breathe HR record and include it in the AgencyZoom planning report.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Benefits
Why this helps
Relevant employee benefit details can be hard to locate during staffing discussions, adding a separate search to an already busy decision.
- Retrieve benefits for a specific employee when relevant.
- Keep employee context available during a staffing review.
- Avoid broad data searches when one employee's record is needed.
Setup
Build it in a few focused steps.
- 1Connect AgencyZoom and Breathe HR once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Tell Notis to retrieve benefits for the Breathe HR employee identified in the scheduled AgencyZoom staffing review context and summarize only details relevant to the stated decision.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real employee and confirm the report contains only the needed benefits context.
Questions about this workflow
Will the workflow compare benefits across the whole company?
No. It retrieves benefits for a specific employee. Use an organization-wide review only when that broader information is needed.
Does it make employment or compensation decisions?
No. It provides record context for a human decision-maker.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agencyzoom to Breathe HR. A trigger fires from one place; an action lands in another.
Agencyzoom 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.
Agencyzoom and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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