Turn client travel follow-up into an employee expense claim
After a client trip, send the employee and eligible unclaimed expense details through a webhook to create a Breathe HR claim.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Employee Expense Claim
Group unclaimed expense records into a new reimbursement claim.
Why this helps
Employees and founders can forget to turn trip expenses into claims once the next client task takes over.
- Move from trip context to a reimbursement claim with fewer manual steps.
- Bundle eligible unclaimed expenses for an employee.
- Keep the claim tied to a clear client travel handoff.
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 create a Breathe HR expense claim from the employee and unclaimed expense details supplied in an incoming AgencyZoom webhook, and to report any missing or ambiguous expense IDs.
- 4Choose the webhook trigger and select where run reports should go.
- 5Test with one real trip example and verify the employee and expense records before claim creation.
Questions about this workflow
Does AgencyZoom supply the expense records?
No AgencyZoom trigger is specified here. Include the employee and eligible unclaimed expense details in the webhook context for Notis to use with Breathe HR.
Will the workflow choose expenses if the request is unclear?
It should not guess. Provide the intended unclaimed expenses and have Notis flag missing or ambiguous record details.
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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