Find the benefits details relevant to an employee question
Answer a focused benefits question without searching through HR records by hand.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
List Employee Benefits
Why this helps
Employee questions take longer when benefit details are in a separate system from the context prompting the request.
- Retrieve benefit records for one employee.
- Keep the lookup tied to the question that prompted it.
- Reduce manual searching and context switching.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Breathe HR once in Notis.
- 2Create an automation and describe which employee benefits to summarize.
- 3Choose the Notis webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real employee question and authorized context.
Questions about this workflow
Does this change an employee's benefits?
No. It lists benefits for the specified employee.
What employee information is needed?
Provide a reliable employee identifier and the question the benefits summary should answer.
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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