Keep employee change requests from getting lost
See the outstanding HR updates in a regular review, with the handoff context that explains why they matter.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Change Requests
Retrieve employee change requests.
Why this helps
Employee updates can stall when requests are separated from the conversations that prompted them.
- Bring change requests into a regular review.
- Retain supplied context for why each change matters.
- Make overdue follow-up easier to spot.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Breathe HR once in Notis.
- 2Create an automation and describe how to summarize change requests with supplied update context.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test against one real change request and its handoff context.
Questions about this workflow
Can this apply the requested changes?
No. It lists change requests for review. Applying an employee change is not the action selected here.
Does the workflow get Agile CRM updates from a trigger?
No Agile CRM trigger event is available in this package. Supply the relevant context for the scheduled review.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Breathe HR. A trigger fires from one place; an action lands in another.
Agile CRM 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.
Agile CRM and Breathe HR, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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