Check leave history before changing client account coverage
Before changing account coverage, see the relevant employee leave request history in one report so a manager can plan with context.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Employee Leave Requests
Retrieve a specific employee’s leave request history.
Why this helps
Account coverage decisions can be made without a quick view of upcoming or recent leave requests, creating avoidable handoff pressure.
- Add leave context to staffing and account handoffs.
- Focus the review on a specific employee and period.
- Keep coverage decisions with the responsible manager.
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 leave request history for the employee and period identified in the scheduled review context, then summarize relevant dates for the AgencyZoom staffing change.
- 4Choose a recurring schedule and select where run reports should go.
- 5Test with one real employee ID and confirm the history is scoped to the intended person and period.
Questions about this workflow
What employee information does this need?
Provide the Breathe HR employee ID and the time period relevant to the review. Do not rely on a name-only match.
Does it change account assignments?
No. It summarizes leave history as planning context for a human manager.
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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