Check an employee's absence dates before transferring an account
Before an account changes hands, get the employee's Breathe HR absence records for the relevant period alongside the AgencyZoom handoff context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Absences
Retrieve absence records for a specific employee.
Why this helps
A planned account transfer can land during an employee absence if nobody checks the relevant dates before the handoff.
- Check a specific employee's absences for the handoff period.
- Keep the review focused and quick.
- Make dates visible before deciding who takes ownership.
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 list Breathe HR absences for the employee ID and date range in the scheduled AgencyZoom handoff review, then summarize relevant dates.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one known employee and handoff date range.
Questions about this workflow
Does this cover the full team?
No. This workflow is designed around one employee ID and a relevant date range. Use a broader absence review when you need department or company coverage.
Does Notis decide the new account owner?
No. It surfaces absence dates as context. A manager decides the handoff plan.
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
Save your first hour today.
7-day trial of any paid plan, with 20$ of usage included.
No card. Works with personal or business Breathe HR.