Get the employee details needed to complete a handoff
Pull the employee context you need into the handoff without a separate search.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Get Employee
Retrieve detailed information about a specific employee.
Why this helps
A handoff can stall while someone tracks down basic employee and employment information in HR.
- Retrieve detailed employee information by ID.
- Summarize only details relevant to the handoff.
- Reduce manual searches between systems.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and Breathe HR once in Notis.
- 2Create an automation and describe which employee details the handoff needs.
- 3Choose the Notis webhook trigger.
- 4Choose where run reports should go.
- 5Test with one real employee record and an authorized purpose.
Questions about this workflow
What information can the employee lookup return?
It can retrieve detailed personal, employment, organizational, and compensation information. Ask only for details needed for the stated purpose.
Does this create an employee?
No. It retrieves an existing employee by ID.
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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