Find the expense record connected to a client issue
Bring one Breathe HR expense record into the AgencyZoom escalation context, so you can review the relevant details without a separate search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Employee Expense
Retrieve details of a specific employee expense.
Why this helps
Expense questions tied to a client issue can take too long to investigate when the record lives in a separate HR system.
- Retrieve a specific expense record by its ID.
- Keep the relevant client issue context with the result.
- Speed up review without creating or deleting expense data.
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 the Breathe HR employee expense identified in an incoming AgencyZoom webhook and summarize the result with the supplied client context.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one known expense ID and confirm the result is the intended record.
Questions about this workflow
What does the request need to include?
Include the Breathe HR expense record ID and enough AgencyZoom context to explain why it is being reviewed.
Can Notis submit or reimburse the expense?
No. This workflow retrieves a specific expense record for 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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