Turn confirmed Agile CRM updates into Breathe HR change requests
Bundle employee updates for review and let Notis prepare the corresponding Breathe HR change requests on a schedule.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Employee Change Request
Create a request to change an employee’s information.
Why this helps
Employee changes discussed in customer or hiring workflows can be forgotten when they need to be recorded in HR.
- Create a consistent HR follow-up for confirmed changes.
- Reduce the need to revisit multiple records manually.
- Keep scheduled runs and outcomes visible in reports.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Breathe HR once in Notis.
- 2Create an automation and describe which confirmed updates should become change requests.
- 3Choose a recurring schedule as the trigger.
- 4Choose where run reports should go.
- 5Test with one real, authorized employee change.
Questions about this workflow
Can this workflow discover changes in Agile CRM automatically?
No Agile CRM trigger event is listed. The schedule can only act on data made available to the automation, so specify how the relevant updates are supplied.
Does this directly edit an employee field?
No. The selected Breathe HR action creates an employee change request for a field update.
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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