Spot account ownership records that may need an HR roster check
Get a scheduled summary of AgencyZoom account ownership context and the Breathe HR employee list, with possible discrepancies clearly marked for a person to review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employees
Retrieve employee records across the account.
Why this helps
Agency ownership details and employee rosters can drift apart, leaving founders to manually compare systems and notice changes late.
- Bring two relevant lists into one scheduled review.
- Surface possible mismatches without silently changing employee records.
- Reduce ad hoc searching when ownership or staffing questions arise.
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 review AgencyZoom account ownership context alongside the Breathe HR employee roster and report possible mismatches for human review, noting when AgencyZoom does not provide a matching identifier.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real example and confirm the summary labels uncertain matches for review.
Questions about this workflow
Will this automatically update either system?
No. The workflow lists employees in Breathe HR and reports possible discrepancies for a person to review. No update action is included.
Can Notis prove that an account owner is an employee?
Not from the listed action alone. Treat name similarities as review suggestions unless the AgencyZoom data and Breathe HR roster include a reliable shared identifier.
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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No card. Works with personal or business Breathe HR.