Make expense claim follow-up visible beside client work
Get a scheduled view of expense claims that need attention, with AgencyZoom work context included where your team supplies a clear connection.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Expense Claims
Retrieve employee expense claims.
Why this helps
Claim follow-up competes with client delivery, so reimbursement requests can remain unnoticed or unresolved.
- Surface claims in a regular review instead of relying on memory.
- Connect client context when the underlying data supports it.
- Make unclear ownership or status visible for a person to resolve.
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 employee expense claims and summarize follow-up needs against AgencyZoom client context you provide, flagging missing links or unclear claim states.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real claims review and verify the status interpretation against Breathe HR.
Questions about this workflow
Does this approve or pay claims?
No. It lists expense claims and summarizes follow-up needs. It does not approve or pay them.
Can it find a client connection for every claim?
Only when a reliable link is available in the supplied context. Unclear links should be flagged for a person to review.
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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